Calculating the Time in Onboarding

would you like to know how long your customers stay in the onboarding stage of the https //kb custify com/lifecycles , 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 ) step 1 create manual attributes 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 https //kb custify com/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 step 2 build the segments create two https //kb custify com/segments using the conditions below lifecycle status on track in onboarding (name it “in onboarding” lifecycle status completed onboarding ( "onboarding completed”) 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) step 3 build the playbooks create two https //www custify com/kb/knowledgebase/playbooks/ https //kb custify com/playbooks that will populate the new attributes you created populate “started the onboarding” start trigger enters segment “in onboarding” action set attribute value ➡️ attribute “started the onboarding” set date as exact time of the playbook execution populate “finished the onboarding” start trigger enters segment “onboarding completed” action set attribute value ➡️ attribute “finished the onboarding” set date as exact time of the playbook execution step 4 set up the calculated metrics create a https //kb custify com/calculated metrics 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