There are several pre-built reports in Dock to help you better understand the impact of your workspaces with prospects or clients. The Implementation Status report analyzes activity across any onboarding workspaces in your Dock instance. Here you'll find the following insights:

Below we'll discuss each report type in depth!

The Implementation Status report pulls in any workspaces that have a designated "Implementation" workspace type. To learn more about types or how to assign these to workspaces, check out this article.

Many of the following reports rely on key dates. Having a start date, projected end date, and actual end date for each workspace will help you get the most out of these! Check out this article to learn how to set these.

Reports in Dock automatically show holistic data across all workspaces. You can filter the report down by date range, CRM stage, owners, and/or teams to help drill into data further.

The total number of workspaces with an implementation type (or within the filtered range you set).

The number of workspaces kicked off (have a start date) that have not met their target or actual end date.

The number of implementation workspaces with a start and actual end date.

This calculates the average amount of time taken between the start and actual end date for implementation-type workspaces.

This report calculates the percentage of workspaces that have a projected end date equal to or earlier than the actual end date, divided by the total number of implementation-type workspaces.

This report helps identify trends in the amount of implementations kicked off over time. Toggle between time ranges to see how these change in a certain period.

Here you'll find reports broken down by owner to understand each team member's impact on your onboarding process.

The following views focus more so on the client experience and their engagement in your implementation workspaces.

How many times customers have viewed implementation-type workspaces.

Total customer actions counts how many times a client has interacted with a space. We think of this as clicking into pages, embedded content, etc. Click into the cell to expand upon who these individuals are!

This report analyzes each workspace and calculates the average number of unique external visitors.

This report helps identify trends in activity over time. Toggle between time ranges to see how client views change per period.

Here you'll find a list of your most engaged customers (from most views to least).