Core Insights: Project Health Overview

Last updated: April 20, 2026

The Project Health Overview insight is your early warning system for onboarding. It gives you an at-a-glance view of every active project's health status — so you can quickly identify which customers need attention and intervene before a delay becomes a deal-threatening problem.

Every customer that stalls during onboarding is a churn risk. This view helps you see it coming.

What This View Shows

Health Distribution Donut Chart

The centerpiece of this view is a donut chart that shows the breakdown of all projects by their current health status, rendered in three color-coded segments:

On Track (green) — Projects progressing as expected, on schedule and moving forward.
At Risk (orange) — Projects showing signs of potential delay — they haven't failed yet, but they need attention.
Off Track (red) — Projects that have fallen significantly behind schedule and require immediate intervention.

Hover over any segment of the donut to see a tooltip showing the health status label, the count of projects in that status, and the percentage of total projects it represents (e.g., "At Risk: 3 (12.5%)").

The visual immediately tells you the ratio of healthy to at-risk projects across your entire portfolio — no math required.

All Projects Table

Below the chart, a full table provides project-level detail for every project in the current view:

Project Name — The project name. Click to open the project detail panel.
Account — The customer account the project belongs to.
Owner — The team member responsible for the project.
Health — The current health status indicator (On Track / At Risk / Off Track), shown with color coding.
Status — The project's operational status (e.g., In Progress, Complete, On Hold).
Value — The revenue or contract value associated with the project, helping you prioritize by business impact.
Planned Start — The originally scheduled start date.
Planned Due — The target completion date.
Actual Completion — The date the project was marked complete (if applicable).

Sort the table by Health to group At Risk and Off Track projects at the top. Sort by Value to prioritize by revenue impact — the combination of high value and poor health is your highest-priority intervention.

Summary Stats

At the bottom of the page, four metrics summarize your overall project health at a glance:

Total Projects — The total number of projects in the current view.
On Track — The count of healthy projects.
At Risk — The count of projects that need attention.
Off Track — The count of projects requiring immediate action.

Filters

Use the filters at the top of the page to focus the view:

Date range — Scope the view to a specific project window.
Playbook — Filter by onboarding playbook type.
Owner — Focus on a specific team member's project portfolio.
Account — Narrow to a specific customer.
Health Status — Filter to only At Risk or Off Track projects to focus your triage.

How to Use This Insight

Run a Weekly Health Check

Make the Project Health Overview a standard part of your team's weekly cadence. Filter to At Risk and Off Track projects, review the list, and assign action items. Catching a project moving from On Track to At Risk early is far easier than rescuing one that's already Off Track.

Prioritize by Revenue at Risk

Sort the table by Value descending, then look for At Risk or Off Track health statuses in those top rows. A high-value customer in poor health is your most urgent priority — both from a customer success and a revenue protection standpoint.

Monitor an Owner's Portfolio

Filter by Owner and review their health breakdown. If one team member has a disproportionate number of At Risk projects, that's worth a 1:1 conversation to understand whether they need support, resources, or redistribution of accounts.

Use as a Leadership Report

The donut chart is an excellent visual for leadership updates. A predominantly green donut signals a healthy onboarding operation. A growing orange or red segment is a clear, visual signal that onboarding health needs attention — and that it's time to act.

OnRamp AI Analysis

The OnRamp AI panel on the right side of the screen auto-generates a health analysis of your current portfolio. It surfaces Key Findings — like which projects are most at risk and why — along with Recommendations for specific next steps, such as which projects to prioritize for outreach or which playbook steps may be contributing to delays.

Ask the AI follow-up questions like: "Which At Risk projects have the highest contract value?" or "What are the common factors among my Off Track projects?"

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

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