Often, on-boardings look like a tour of features, but the real aim of on-boarding is helping users with early wins - realizing the value of their investment. An intentional on-boarding flow sets ground for long-term success and retention. Leading SaaS profiles minimize their time-to-value, using the setup period to establish trust.

For AppExchange partners, it can get tricky to assess early customer success. Data from App Analytics Query Request piles up fast - and the data from new accounts may get buried among old accounts. On-boarding issues – gone unnoticed, may lead to early churns.

With some simple filters, progress of fresh accounts can be brought to light. The concepts mentioned here apply for any analytics setup that joins License data with the App Analytics query logs. ISV Insights simplifies this process through its range of filters.

Note: Please Make sure you have setup the features. You can to learn the setup the features here.

Please follow through to customize your On-boarding accounts list :

1. Identify the funnel feature that is required the successful on-boarding. Select this Feautre in your “Feature Usage” dropdown. Set feature usage mode to ‘Not Used’.

2. Select Activation dates for past 1-3 months

3. You can wise focus - for larger accounts, or Geography

4. “Save View” will place this list on your ISV managed Package Dashboard for quick reference.

This is a basic on-boarding watchlist for AppExchange Partners. Salesforce App Analytics data has a treasure trove for deep scrutiny of all your accounts progress. You may further add filters like ‘KPI Score Trends’ set at “Declining” and “Stable” – to catch any accounts with slow growth or declining usage.

When this watchlist has your back, you can swiftly catch any on-boarding accounts that are struggling with adoption. Prompt, user-centric actions in on-boarding phase foster a nourishing customer relationship, along with giving you valuable feedback that's crucial for the product evolution.