When to Use This
The Insights dashboard gives you a data-driven view of how your Playbooks, Projects, and Tasks are performing. Use it to track completion trends, monitor timelines, and identify areas for improvement. Each Insights tab includes AI-generated summaries that automatically interpret your data and surface performance insights.
Before You Begin
Make sure:
Your account has access to Insights (visible in the left-hand navigation bar).
You have active projects or playbooks with measurable data (e.g., tasks completed, projects closed).
Data is available for the selected date range — located in the upper-right corner of the Insights page.
Steps to Follow
1. Open the Insights Dashboard
From the left navigation, click Insights.
You’ll see three tabs across the top: Playbooks, Projects, and Tasks. Each one focuses on a different layer of your OnRamp performance data.
2. Adjust the Date Range
At the top-right corner of the screen, use the date range selector to define the time period for your reports.
You can choose:
Quick ranges (e.g., Last 7 Days, Last 90 Days, This Month)
Or a custom range by setting specific start and end dates
Click Apply to refresh all graphs and summaries with the new time frame.
💡 Tip: The AI Insights Summary and all charts update automatically to reflect the selected period.
Insights Tabs Overview
🟪 Playbooks Tab
Use this tab to understand how your playbooks perform over time and identify which ones drive the most project completions.
Key Sections:
AI Insights Summary
Click Generate AI Summary to have OnRamp analyze your playbook data.
The summary highlights:Most-used playbooks
Average duration per implementation
Underused or outdated playbooks
Efficiency trends and recommendations
Projects Completed by Playbook
A visual trend chart showing playbook activity over time. Each colored band represents a specific playbook’s completion volume.Project Performance by Playbook
A detailed table comparing each playbook’s:# of Projects
Average Performance (deviation from expected duration)
Expected Duration
💡 Example Insight:
If a playbook’s average performance shows +13d, it’s running longer than planned—consider revisiting task dependencies or automation triggers.
🟩 Projects Tab
The Projects tab reveals your overall onboarding health and delivery trends.
Key Sections:
AI Insights Summary
Generates a written overview of completion rates, overdue projects, and efficiency patterns.
You’ll learn how your delivery timelines and risk management practices are performing.Project Timeline Overview
A visual timeline displaying all projects across months, owners, and completion dates.Project Health Overview
A donut chart showing percentages of projects that are:Completed
On Track
At Risk
Overdue
Project Starts and Completions
Line chart comparing how many projects were started vs. completed each month.Project Owner Workload
A bar graph displaying how projects are distributed across team members — ideal for balancing workloads or spotting bottlenecks.
⚙️ Example Use Case:
If one project owner’s bar is significantly higher than others, you may need to redistribute ownership or automate handoffs.
🟦 Tasks Tab
The Tasks tab focuses on task-level performance and customer feedback.
Key Sections:
AI Insights Summary
Provides AI-driven commentary on task completion rates, response trends, and satisfaction patterns.Task Performance Analysis
Highlights overdue or late tasks, with metrics like:Median delay (in days)
Best/Worst case
% on track or late
You can filter by task type, project, or assignment to identify recurring delays.
Task Feedback
Displays customer feedback linked to completed tasks, including:Date of feedback
Associated account and task
User name
Feedback sentiment (👍 / 👎)
💡 Tip: Use the Task Feedback section to identify high-impact improvements or celebrate standout customer interactions.
Tips & Troubleshooting
No Data Showing?
Try expanding the date range or confirm your projects have completed tasks in the selected period.AI Summary Button Disabled?
The summary only activates once sufficient data is available for analysis.Exporting Data
Use the download icon on charts to export visuals or tables for reporting.