Core Insights: Project Velocity

Core Insights: Project Velocity

The Project Velocity insight tracks the pace at which your team is launching and completing onboarding projects over time. It's your barometer for onboarding momentum — helping you understand whether your team is accelerating, plateauing, or falling behind, and giving you the context to act on what you find.

What This View Shows

KPI Cards

At the top of the view, six headline metrics give you an instant read on project activity within the selected time period:

• Started — The total number of projects kicked off during the period.
• Completed — The total number of projects that reached completion.
• In Progress — Projects currently active and running.
• Avg Days — The average number of days to complete a project from start to finish.
• Late — The number of projects that completed past their scheduled end date.
• Early — The number of projects that completed before their scheduled end date.

These cards update dynamically based on your selected filters and date range, giving you an always-current snapshot of velocity at any scope.

Starts & Completions by Month Chart

A grouped bar chart plots project starts and completions side-by-side for each month in your selected date range. This makes it easy to spot trends at a glance:

• Purple bars represent projects Started that month.
• Green bars represent projects Completed that month.

Hover over any bar to see the exact count for that month and metric. Use this chart to identify seasonal patterns, capacity crunches, or the impact of process changes over time — for example, a spike in completions following a playbook improvement.

Project Details Table

Below the chart, a comprehensive table lists every project with the following columns:

• Project — The project name. Click to open the project detail panel.
• Playbook — The playbook template the project is based on.
• Owner — The team member managing the project.
• Account — The customer account the project belongs to.
• Status — Current project status.
• Start Date — When the project launched.
• Completed Date — When the project was marked complete (if applicable).
• Project End Date — The originally scheduled end date.
• Days to Complete — The actual number of days from start to completion.
• Scheduled Days — The planned duration based on the playbook.

Click any column header to sort the table. Comparing Days to Complete against Scheduled Days in this table is a powerful way to surface individual project-level outliers driving your aggregate velocity numbers.

Summary Stats

The bottom of the page shows a time reference label indicating the data window — for example, "Since Jan 2026" — confirming the scope of the data you're analyzing.

Filters

Refine your velocity view using the top-of-page filters:

• Date range — Set the start and end of the period you want to analyze.
• Playbook — Focus on one playbook type to isolate velocity for that onboarding motion.
• Owner — View velocity for a specific team member's portfolio.
• Account — Narrow to projects for a specific customer.

How to Use This Insight

Monitor Onboarding Throughput Over Time

The Starts & Completions chart is your pulse check. If you're consistently starting more projects than you're completing, your backlog is growing — a leading indicator of capacity strain. If completions are keeping pace with or outrunning starts, you're running a healthy onboarding operation.

Measure the Impact of Process Changes

Did you update a playbook? Add a new team member? Launch a new automation? Set your date range to before and after the change, then compare velocity. The chart makes it easy to see whether your interventions are working.

Identify Slow-Moving Projects Early

Sort the project table by Days to Complete (descending) to surface the projects that are taking the longest. Cross-reference with their Scheduled Days to see which ones are most behind relative to expectations — and reach out proactively.

Report Onboarding Velocity to Leadership

The KPI cards and chart in this view are purpose-built for executive reporting. The six headline metrics tell the full story of onboarding performance in six numbers — fast enough for a leadership slide, detailed enough to spark meaningful conversation.

OnRamp AI Analysis

The OnRamp AI panel on the right side of the screen auto-analyzes your velocity data and surfaces trends, anomalies, and recommendations. It can flag months where completion rates dropped, highlight which playbooks are consistently driving fast completions, and suggest where to focus improvement efforts.

Ask follow-up questions like: "What's our average time to complete for Enterprise onboardings?" or "Which month had the highest completion rate this year?"

Explore all Core Insights views in this knowledge base for a complete picture of your onboarding performance.

]]>