Customer Onboarding Dashboard

Milestone Velocity & Implementation Progress Intelligence

Clearwave FinTech • 186 new accounts this quarter

Completion Rate
72%
+4% QoQ
Milestone Velocity
1.8/wk
-0.2 QoQ
Median Latency
14d
-4d QoQ
White-Glove Lift
+16pts
vs Tech-Touch
Bottleneck Index
2.4
Data Integration
Slow-Mover Rescue
33%
+9% QoQ

Milestone Velocity Trend

Milestone Timeline (Avg Days)

Path Completion Comparison

Milestone Latency Severity Heatmap

Kickoff
Data Integ.
Config
UAT
Go-Live
Enterprise
8d
26d
14d
9d
7d
Mid-Market
6d
18d
10d
8d
5d
SMB Tech-Touch
4d
15d
9d
12d
6d
Low (<10d)
Medium (10-20d)
High (>20d)

Velocity Quartile Day-90 Retention

16 Slowest Accounts (Rescue Priority)

Account Segment Velocity Days Active Bottleneck CSM
Apex Credit Union Mid-Market 0.4/wk 84d Data Integration M. Chen
Bluewater Financial Enterprise 0.5/wk 78d Data Integration R. Patel
Coastal Bank Mid-Market 0.6/wk 72d UAT S. Williams
Delta Lending Co SMB 0.7/wk 68d Config Tech-Touch
Everest Capital Enterprise 0.7/wk 65d Data Integration M. Chen
Fusion FinTech Mid-Market 0.8/wk 61d Config K. Johnson
Gateway Partners SMB 0.8/wk 59d UAT Tech-Touch
Horizon Wealth Mgmt Mid-Market 0.9/wk 56d Config R. Patel

Onboarding SLA Breach Rate

18%
Accounts exceeding 90-day target
0% Target: <10% 100%