Onboarding Q1 2026 β€” Overview
Nexboard Β· 8 new accounts Β· 4 departments Β· Customer Success Lead View
πŸš€ Q1 2026
6 customer accounts. 3 segments. One dashboard that shows which implementations are stalling β€” now.
This is what a CS Lead sees: heatmap of all accounts, automatic implementation drift detection, intervention log, and AI-powered alerts. The stall becomes visible before it becomes churn.
Avg Completion
54%
↑ 7% from last week
On Track
5/8
63% of cohort
At Risk (Drift)
3
1 Significant Β· 2 Early
Manual Interventions
7
3 open Β· 4 resolved
Bingo Lines
11
↑ 4 this week
Urgent Alerts 5
πŸ”΄
DesignOmar Katz β€” 9 days without activity. Significant Drift. MVC activated automatically. Not responding to Champion messages.
Rule: 7+ days without Meta-Action β†’ Significant Drift
Action β†’
🟑
StrategicDaniel Ochoa β€” Day 28, only 44%. No Shadow Session or Newcomers presentation. Early Drift.
Rule: below 50% at day 30+ β†’ Early Drift
Action β†’
🟑
StrategicLian Hadid β€” Day 25, only 36%. Two open Blockers (Jira access + Figma license). Early Drift.
Rule: 2+ simultaneous open Blockers
Action β†’
πŸ”΅
APACDataFlow Inc. β€” Production access awaiting DevOps approval (3 days). Blocking the Sprint.
Rule: Blocker > 48h β†’ manager alert
🟒
APACMetricPro β€” Completed 3 Bingo Lines! 72% on day 38. Fastest in cohort.
Department Comparison
πŸ’» R&D
4 accounts
62%
Avg
0
Drift
7
Lines
MR
72%
SG
68%
NI
56%
IS
48%
πŸ“¦ Product
2 accounts
40%
Avg
2
Drift
1
Lines
DA
44%
LC
36%
🎨 Design
1 account
32%
Avg
1
Drift
0
Lines
OK
32%
πŸ”— SE
1 account
60%
Avg
0
Drift
2
Lines
TA
60%
Activity Feed All Employees
APACDataFlow β€” Data migration complete, champion confirmed βœ“
Today, 14:30
APACMetricPro β€” Third bingo line! Full rollout complete πŸŽ‰
Today, 11:00
DesignOmar β€” MVC activated automatically. 9 days without activity.
Today, 09:00 (system)
StrategicLian β€” Second Blocker: Figma license not assigned. IT notified.
Yesterday
SETamar β€” Completed Shadow session with Enterprise client βœ“
Yesterday
APACDataFlow β€” SSO integration awaiting customer IT approval (48h+)
3 days ago
StrategicDaniel β€” Re-plan: Shadow Session postponed to next week
5 days ago
Heatmap β€” All Employees Γ— All Cells 8 accounts Β· 25 cells
Employee A1A2A3A4A5 B1B2B3B4B5 C1C2C3C4C5 D1D2D3D4D5 E1E2E3E4E5 %DayDriftInterv.
MR
MetricPro
R&D Frontend
72%38On Track ⭐0
SG
Shira Gold
R&D Backend
68%38On Track0
TA
Tamar Avery
Sales Engineering
60%38On Track0
NI
DataFlow Inc.
R&D Platform
56%38On Track1
IS
Itay Shapiro
R&D Data
48%25On Track0
DA
Daniel Ochoa
Strategic
44%38Early2
LC
Lian Hadid
Strategic
36%25Early2
OK
Omar Katz
Design
32%38Significant2
Done
Active
Pending ⏳
Blocked
Re-plan
Frozen (MVC)
Pending
Intervention Log 7 total Β· 3 open
Total Interventions
7
Automated (System)
3
Manual (HR / Manager)
3
Escalations
1
#DateEmployeeTypeDescriptionTriggerStatus
7TodayOmar KatzAutoMVC activated β€” Grid frozen, 17 cells frozen9 days w/o activityOpen
6YesterdayLian HadidManualHR escalated: Figma license to IT ticket #45212nd Blocker within a weekOpen
53 days agoDataFlow Inc.AutoBlocker alert to DevOps manager: Production accessBlocker > 48hOpen
45 days agoDaniel OchoaManualChampion check-in: intensified 1-on-1Below 50% at day 33In Progress
31 week agoOmar KatzEscalationHR→Manager: talk with Omar about workload & expectations5 days w/o activity + Champion alertIn Progress
210 days agoLian HadidAutoBlocker alert to IT: Jira access blockedBlocker > 48hResolved βœ“
112 days agoDaniel OchoaManualManager suggested Re-plan for Shadow SessionSelf-report: "not enough time"Resolved βœ“
Insights
πŸ“Š
Product dept. accounts for 57% of interventions (4/7) despite being only 25% of the cohort. Recommend reviewing Product-specific Onboarding.
πŸ“Š
Technical Blockers (Jira, Figma, Production access) account for 43% of interventions. A Day 0 IT setup checklist could save 3 interventions.
πŸ“Š
Avg response time for automated: 4 hours. For manual: 2.1 days. Escalation: 3 days.
OK
Omar Katz
Product Designer Β· Growth Team Β· Day 28/90 Β· 32%
Significant Drift
MVC Active
9 days w/o activity
Decision Tickets 2
Urgent9 days w/o activity β€” Significant Drift
Omar hasn't reported any Meta-Action for 9 days. MVC activated automatically. Champion (Ronnie from Design) reported: "Omar said he's overwhelmed, doesn't know where to start." Recommend Re-entry call with HR + direct manager.
DecisionChampion Mismatch?
Ronnie (the Champion) is a Senior Designer on another team. Omar joined the Growth team based on Product-Led Growth requiring Data understanding. Champion may not fit the context. Recommend switching to a Growth team member.
Mini Board MVC β€” 17 cells frozen
Recent Activity
MVC activated automatically β€” Grid frozen
Today (system)
Escalation — HR→Manager: talk about workload
1 week ago
Done βœ“ β€” Bug fix from Backlog (PR link)
9 days ago
Done βœ“ β€” Presented at Newcomers
14 days ago
NI
DataFlow Inc.
Full-Stack Developer Β· Platform Team Β· Day 28/90 Β· 56%
On Track
1 Blocker
2 Lines
Decision Tickets 1
BlockerSSO integration waiting 4 days
DataFlow needs SSO integration to proceed with team rollout. Their IT hasn't responded. This blocks department onboarding and full adoption.
Mini Board
MR
MetricPro
Frontend Developer Β· Boards Team Β· Day 28/90 Β· 72%
On Track ⭐
3 Bingo Lines
5-week streak
Decision Tickets 1
Benefit3 Bingo Lines β€” fastest in cohort!
MetricPro completed 3 Bingo Lines (Column 1, Row C, Row B) on day 28. Eligible for: Priority support, executive QBR, and beta access. Recommend featuring as Implementation Champion.
Mini Board
SG
Shira Gold
Backend Developer Β· Automations Team Β· Day 28/90 Β· 68%
On Track
2 Lines
🟒
Shira is progressing well. Completed Setup and learning quickly, now in first Sprint. No interventions.
TA
Tamar Avery
Sales Engineer Β· Enterprise Team Β· Day 28/90 Β· 60%
On Track
2 Lines
🟒
Tamar is progressing as expected. Completed Shadow session yesterday. Awaiting manager approval on client Demo.
DA
Daniel Ochoa
Product Manager Β· Integrations Team Β· Day 28/90 Β· 44%
Early Drift
1 Re-plan
DecisionDay 28, 44% β€” below expectations
Daniel hasn't done Shadow Session or presented at Newcomers (Re-plan). Working at a slower pace than the cohort. Champion reported: "Daniel tries to understand everything deeply before moving on β€” may be learning style, not disengagement." Recommend talk with direct manager.
IS
Itay Shapiro
Data Engineer Β· Data Platform Team Β· Day 25/90 Β· 48%
On Track
🟒
Itay joined 25 days ago (later than others). Progressing well β€” 48% at day 25 equals 68% at day 38. No issues.
LC
Lian Hadid
Product Analyst Β· CRM Team Β· Day 25/90 Β· 36%
Early Drift
2 Blockers
Urgent2 Technical Blockers simultaneously
Lian is blocked on: 1) Jira access (resolved after 5 days) 2) Figma license (still open, 3 days). IT blockers prevent her from advancing in Setup and product learning. The issue isn't motivation β€” it's organizational.