Core Insights: User Engagement

Core Insights: User Engagement

The User Engagement insight gives you a comprehensive view of platform adoption and activity across your entire OnRamp user base. It helps you understand not just how many users you have, but how actively they're engaging — distinguishing between internal team members, project owners, and customer users, with trend data that shows whether adoption is accelerating or stalling.

What This View Shows

KPI Cards with Trend Indicators

Seven headline metrics at the top of the view give you an instant read on user activity within the selected period. Each card also shows a trend percentage compared to the prior period, so you can see at a glance whether numbers are moving in the right direction:

• Active — Users who have logged in and taken action during the selected period. The trend % shows growth or decline vs. the prior comparable period.
• New — Users who created their account during the selected period. Rising new user counts signal healthy adoption momentum.
• Pending — Users who have been invited but have not yet logged in for the first time. A persistently high pending count may indicate follow-up is needed.
• Project Owner — The number of users assigned as project owners, typically internal CS or onboarding team members.
• Task Assignees — Users who have been assigned tasks, spanning both internal and customer users.
• Internal Users — Team members from your organization using OnRamp.
• Customer Users — External contacts at your customer accounts accessing their portals.

The trend percentages are color-coded: green indicates growth, while significant increases in Pending users (shown with a higher percentage) may warrant attention to ensure those invitations convert to active users.

User Activity Trend Chart

An area chart tracks three user cohorts over time, broken down by week:

• Active Users — Users who took action during each week.
• New Users — Users who joined each week.
• Disabled Users — Users whose accounts were deactivated during each week.

Hover over any point on the chart to see the exact counts for that week. The stacked area visualization makes it easy to see net user growth over time — and to spot any unusual spikes in disabled users that might warrant investigation.

User Details Table

A comprehensive table below the chart provides individual user-level data with the following columns:

• User — The user's name and email address.
• Type — Whether the user is an Internal team member or a Customer user.
• Role — The user's assigned role within OnRamp (e.g., Admin, Member, Project Owner).
• Created — When the user account was created.
• Last Seen — The date the user last logged in — a key indicator for identifying inactive or disengaged users.
• Projects Owned — The number of projects this user owns as a project owner.
• Tasks Assigned — The number of tasks currently assigned to this user.
• Account — The customer account associated with this user (for customer users).

Sort by Last Seen ascending to quickly identify users who haven't been active recently. Sort by Tasks Assigned descending to spot users with the heaviest task loads.

Additional Filters on the Table

In addition to the main page filters, the User Details table has its own filter controls:

• All Users / Internal / Customer — Toggle between viewing all users, only internal team members, or only customer users.
• All Roles — Filter by specific user roles (e.g., Admin, Member).
• All Responsibilities — Filter by task or project ownership responsibility type.

Summary Stats

At the bottom of the page, the key user counts are restated as summary stats for quick reference:

• Active — Total active users in the period.
• New — Total new users added.
• Pending — Total users with outstanding invites.
• Project Owners — Users serving in an ownership capacity.
• Task Assignees — Users with task assignments.
• Internal Users — Count of your internal team members.
• Customer Users — Count of your external customer contacts.

Filters

The top-of-page filters let you refine the entire view:

• Date range — Set the analysis window.
• Role — Filter to specific user roles.
• Account — Focus on users from a particular customer account.

How to Use This Insight

Convert Pending Users to Active

A rising pending count is an untapped opportunity. These are users who've been invited but haven't completed their first login. Sort the User Details table by Created to find pending users who've been waiting the longest — a personal outreach or re-send of their invite email often gets them over the line.

Identify Inactive Internal Users

Filter to Internal Users and sort by Last Seen. Team members who haven't logged in recently may need re-onboarding to OnRamp itself, or could be an indicator of workflow gaps where they're managing tasks outside the platform.

Monitor Customer Adoption by Account

Filter by Account to see user engagement for a specific customer. A customer account with many users invited but few active is a signal that the portal experience isn't yet sticking for them — worth a conversation to understand barriers.

Right-Size Your User Base

Regularly reviewing the User Engagement view helps you maintain a clean, accurate user base — removing users who have left organizations, consolidating duplicate accounts, and ensuring roles are correctly assigned so the right people have the right access.

OnRamp AI Analysis

The OnRamp AI panel on the right side of the screen auto-analyzes your user engagement data, identifying trends in adoption, flagging accounts with low customer activation, and recommending where to focus re-engagement efforts.

Ask the AI follow-up questions like: "Which customer accounts have the most pending users?" or "Are there internal users who haven't logged in this quarter?"

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

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