OnBoard Sales Reporting

Reporting

Stop spending time checking in with fundraisers on their activity and start visualizing their success in real time.

Watch, as clients are successfully OnBoarded up to 90% faster.

Rich Data & Analytics

OnBoard's back end is a data goldmine.

Our granular campaign reporting includes detailed pre-built summaries and analyses to measure ROI and optimize future campaigns, displayed on an incredibly simple web interface to help visualize your success for each individual agent.

The

user dashboard

is chock full of handy KPIs that can be filtered, sliced, and diced for enhanced insights:

Average client age, average submissions per day or per team, average signup duration, order frequency breakdowns, individual activity logs, and agent heat maps – all updated in real time.

Whenever a form is not completed, OnBoard will capture the reason why, offering unparalleled insight into what's happening in the field.

Real-time pledge data

View and manage all incoming submissions and leads in our submission list or submission map as they roll in in real time!

Easy access to any information

Depending on your user permission level, access basic information in the list view or drill down further into a specific submission to see all of the information collected.

Validate addresses
Verify payment processor responses
Verify GPS location of submission
Validate emails
Resend welcome emails
View sign-up signatures
And so much more!

See an issue with the data collected? Easily edit the submission details and save the new information to update record.

All submission edits are recorded and displayed in the history tab with information on which user made the changes, what the changes were, and at which date and time.

Rest assured that we have personal data privacy in mind and that all information is only accessible to authorized personnel.

Personal data is automatically scrubbed from the system after a pre-determined and configurable set of time.

Error-free data

Our smart forms offer 99% data accuracy, so you never miss out on a single penny due to human error.

Data perfection mechanisms such as address validation, phone number validation, dropdowns, field matching, either/or functionality, multiple choice fields, auto-populating fields, and custom rules increase turnaround times without sacrificing an ounce of data integrity.

Tools like our in-app card scanner also facilitate squeaky-clean transactions.

Using the device camera, users can instantly populate form fields by scanning the 2D barcode on a wide variety of government IDs, or input credit card information directly. Our platform also leverages the device audio recorder to capture each interaction and give management real insight into what's happening in the field.

Automation & Data Exports

Register customers up to 97% faster with our automated export infrastructure.

OnBoard can send data and customized exports to multiple locations, like email addresses, SFTP's, Sharefile sites and CRMs, so you can build a workflow that makes sense for your organization.

Automatic reports can be delivered in real time or at scheduled intervals – no more worrying about backing up last week's records!

Pull information from all your campaigns at once into one convenient file.

In a world where so many different types of data interact, OnBoard can pull information from all your campaigns at once into one convenient file, or handle one campaign at a time. We have the flexibility to export data in JSON, XML, XLS, TSV. and CSV formats, or using a specific product API, and exports containing sensitive information will be safely encrypted to protect customer data.

Features

Management