Dashboard
See active onboarding counts, monthly completion stats, and attention flags for overdue, at-risk, and stale onboardings alongside a real-time activity feed.
The Dashboard is the first screen you see after logging in. It gives you a live overview of your onboarding pipeline and highlights where your attention is needed.
Stats
Three summary cards appear at the top:
- Active onboardings — how many onboardings are currently in progress.
- Completed this month — how many onboardings were marked complete in the current calendar month.
- Awaiting action — how many onboardings need your review or have flagged issues.
Status breakdown
A chart shows how your onboardings are distributed across statuses: draft, sent, in progress, completed, cancelled, and expired. This helps you spot bottlenecks — for example, a large number stuck in "Sent" means clients are not opening their forms.
Attention list
The attention list surfaces onboardings that need your focus. Each item is flagged with one of three labels:
| Flag | Meaning | Trigger |
|---|---|---|
| Overdue | The onboarding is past its due date. | Due date has passed and status is not completed. |
| At risk | The onboarding is due soon with low progress. | Due within 3 days and less than 80% of required fields are filled. |
| Stale | The client has stopped responding. | No client activity for 5 or more days while the onboarding is still in progress. |
Click any item in the attention list to go directly to that onboarding's detail page.
Activity feed
Below the attention list, a timeline shows recent events across all your onboardings:
- Client opened a form
- Response submitted or resubmitted
- Signature signed
- Payment received
- Onboarding completed
- Reminder sent
The feed updates in real time as events happen.
Kanban view
From the Onboardings page, you can switch between list view and Kanban view. Kanban view displays onboardings as cards in status columns (draft, sent, in progress, completed). Drag cards between columns to change their status.
This is useful for teams managing many onboardings at once. You can see the full pipeline at a glance and quickly identify what needs to move forward.
Frequently asked questions
- What are attention flags?
- The dashboard automatically flags onboardings that are overdue (past due date), at risk (due within 3 days with less than 80% progress), or stale (no client activity for 5 or more days).
- Can I filter the dashboard by team member?
- Yes. Use the assignee filter to view onboardings assigned to a specific team member.
- Does the activity feed update in real time?
- Yes. The activity feed shows a live timeline of events across all onboardings as they happen.