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tony_tao
tony_tao
Contributor ⭐️⭐️⭐️⭐️⭐️
February 13, 2018
Question

How to best track average onboarding time?

  • February 13, 2018
  • 4 replies
  • 103 views
I have milestones that are automatically created once a CTA closes. How can I track the difference in number of days between two milestone date?

Example
Milestone 1: Onboarding,  created date = 12/13/2018
Milestone 2: Launch, created date 12/16/2018

I'm looking to get difference in between the two dates and get the average to get a good estimate of average onboarding time.

Or is there another way to better track this you can recommend? 

      4 replies

      tim_schukar
      tim_schukar
      Helper ⭐️⭐️⭐️
      February 13, 2018
      Hey Tony - You could accomplish this by calculating the number of days between milestones and loading that data into your Milestone Object.  DM if you'd like to discuss?
      andy_roy
      andy_roy
      Helper ⭐️
      February 14, 2018
      For what it's worth, we currently report against Calls to Action.  Show (Avg) Days to Close where CTA Type = Onboarding.  For a trend chart, we show By: Closed Date summarized by Calendar Month.  This gives our CS manager a view on whether we're reducing our avg time-to-onboard month over month.  
      tony_tao
      tony_taoAuthor
      Contributor ⭐️⭐️⭐️⭐️⭐️
      February 15, 2018
      Hey Tim, definitely would like to discuss and get your input. Where would I start with the rule? 
      tony_tao
      tony_taoAuthor
      Contributor ⭐️⭐️⭐️⭐️⭐️
      February 15, 2018
      Hey Andy, Thanks for the response. This would be helpful for us too since we currently track CTA's for onboarding as well. Did you create a rule for this?
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