Calculating the Time in Onboarding

Would you like to know how long your customers stay in the Onboarding stage of the Lifecycle, and how much effort Onboarding requires?

Below you will find the step-by-step process for measuring the time in Onboarding, applicable to any Lifecycle that you build in Custify (e.g. calculating average customer lifetime, time to deployment, etc.).

The first step is to create records that will return the dates when the customer starts and ends the Onboarding.

For that, you could use two manual attributes and dynamically populate them using Playbooks.

Create two manual attributes from Settings ➡️ Event-Attribute editor ➡️ Add new attribute. The attributes have to be of the Date type. The names could be Started the onboarding and Finished the onboarding.

Create two Segments using the conditions below:

These Segments are the triggers for the automations that fill in the attributes. This is a one-time effort that helps you avoid manual work (e.g. filling in the attributes manually).

Create two Playbooks that will populate the new attributes you created:

Create a Calculated Metric that will measure the days between the Started the onboarding and the Finished the onboarding.

Under calculated metrics, use the formula:

Days since Started the onboarding – Finished the onboarding.

This new metric tracks the number of days it took each of your customers to complete the Onboarding lifecycle.