Track onboarding duration for each stage of your onboarding process. Swantide allows you to do this by generating a "time stamp" when an onboarding cycle moves into each stage. You can request this

We've also created logic that require Onboarding Cycles to be created in Stage 1, as well as requiring Onboarding Cycles to only advance one stage at a time. It is our strong recommendation that you use these in conjunction with the Opportunity time stamps. This ensures that each Stage will have a time stamp as it progresses through the your onboarding process, enabling a clearer picture of your onboarding process.

If an Onboarding Cycle skips stages by design (e.g. from Stage 1 to Stage 3), we would still suggest moving the Opportunity to Stage 2 before immediately moving it to Stage 3. This will show a duration of 0 moving from Stage 2 to Stage 3 - if this happens in a majority of cases, the very short duration from Stage 2 to Stage 3 could be an indicator that the stage should be deprecated entirely, creating a more accurate reflection of your actual onboarding process. The tradeoff of having this increased reporting capabilities is an extra step for the sales reps. Ultimately, this decision is up to you.

With the Onboarding Cycle Time Stamps workflow, you will also receive the Onboarding Cycles Average Duration Dashboard. This shows the Average Duration it takes to move from one stage to the next.

Please note that this dashboard shows the average duration, sequentially, between each stage of your onboarding process, as well as from the first stage to the last stage.