Explore Insights in OnRamp

Last updated: March 19, 2026

The Insights platform gives you a data-driven view of how your onboarding operation is performing — with new chart types, AI-powered chat, and AI-generated summaries that interpret trends and surface what needs attention.

Before You Begin

  • Confirm Insights is visible in your left navigation.

  • You'll need active projects or Playbooks with measurable data (completed tasks, closed projects, etc.).

  • Set your date range in the upper-right corner before reviewing charts — all data and AI summaries update to reflect the selected period.

Opening Insights

Click Insights in the left navigation. The new navigation structure organizes charts by topic area. Use the left-side menu within Insights to jump between views, and the date range selector in the upper right to scope the data.

Available Chart Types

Insights now includes a significantly expanded set of charts and views, including:

  • Project Schedule Timeline — A Gantt-style view of projects across their scheduled durations

  • Playbook Duration Performance — How long projects take per Playbook, compared to expected timelines

  • Pipeline Flow Analysis — A waterfall chart showing how projects move through lifecycle stages (created, completed, archived, pushed out)

  • Portal Engagement — Customer portal visit trends, unique users, and active projects

  • Project Velocity — Throughput and completion rate metrics over time

  • Project Health Overview — Donut chart breaking down On Track / At Risk / Overdue / Completed

  • Project Owner Workload — Bar chart showing project distribution across team members

  • Task Performance Analysis — Overdue or late tasks with median delay, best/worst case, and % on track

  • Task Feedback — Customer thumbs up/down feedback linked to completed tasks

Each chart includes filtering, grouping, and a data table view. Most also support AI-powered summarization.

AI-Powered Features in Insights

Two AI capabilities are available throughout Insights:

  • Generate AI Summary — Click this button on any chart or tab to get a written interpretation of the data: key findings, patterns, and recommendations. Summaries can be regenerated anytime.

  • AI Chat — Use the AI chat functionality within Insights to ask questions about your data in plain language and get direct answers without needing to build a custom view.

Core Insights Sections

Playbooks

Understand how your Playbooks perform over time and which ones drive the most completions.

  • Projects Completed by Playbook — Trend chart showing completion volume per Playbook over time.

  • Project Performance by Playbook — Table comparing number of projects, average performance (deviation from expected duration), and expected duration per Playbook. A +13d average means projects on that Playbook are running longer than planned.

  • Playbook Duration Performance — How long projects actually take versus what the Playbook timeline planned for.

Projects

Review overall onboarding health and delivery trends across your organization.

  • Pipeline Flow Analysis — Waterfall chart showing how many projects were active, created, completed, archived, and pushed out in the selected period.

  • Project Timeline / Schedule — Gantt-style view of project durations across the team.

  • Project Health Overview — Snapshot of On Track, At Risk, Overdue, and Completed counts.

  • Project Velocity — Throughput and start/completion trends over time.

  • Project Owner Workload — Bar chart spotting uneven distribution across team members.

Tasks

Focus on task-level performance and customer feedback.

  • Task Performance Analysis — Highlights overdue or late tasks with median delay, best/worst case, and % on track. Filter by task type, project, or assignee.

  • Task Feedback — Customer feedback linked to completed tasks, including date, account, task name, user, and sentiment (👍 / 👎).

Portal

See how customers are engaging with the customer portal — visit frequency, unique users, active projects, and daily activity details.

Users

Track platform adoption: active users, new users, pending invites, and task assignee counts.

Tips & Troubleshooting

  • No data showing? Expand your date range or confirm projects have completed tasks in the selected period.

  • AI Summary button not active? The summary activates once sufficient data is available in view.

  • Exporting? Use the download icon on individual charts to export visuals or data tables. AI Summaries can also be exported as a PDF.

  • Looking for the old tab structure? The Playbooks, Projects, Tasks, Portal, and Users sections still exist — they're now organized within the new Insights navigation rather than as top-level tabs.