The Onboarding Impact Brief helps you tell a data-backed story about your team's onboarding initiative in Pendo. It uses your setup and usage data to generate a customizable Word document that you can tailor for stakeholders.
Use cases
The Onboarding Impact Brief helps you evaluate and share results from your onboarding initiative:
- Summarize onboarding performance. See how many users completed onboarding, how long it took, and which in-app guides contributed.
- Highlight measurable outcomes. Discover time and cost savings from using in-app guidance instead of manual onboarding methods.
- Communicate value to leadership. Share a narrative-driven summary that connects product efforts to outcomes like adoption, retention, and efficiency.
- Support renewal and budget planning. Provide a clear overview of how your team is driving results with Pendo.
The exported brief is fully editable and formatted as a Word document, so you can adjust it for your audience before sharing.
Access the brief
You must be a subscription admin to access the Onboarding Impact Brief. To create your brief:
- On your Pendo homepage, find the tile labeled Create your Onboarding Impact Brief in the Resources section at the bottom of the page.
If you've set a dashboard as your homepage, you must remove it to access the Onboarding Impact Brief. For instructions, see Set a home dashboard. If needed, you can also access through a direct link. - Select Generate brief to launch the configuration wizard.
Configure your brief
The configuration wizard includes a few questions that define how onboarding success is measured:
- What are the key events that represent successful onboarding? Select up to five Pages, Features, or Track Events that indicate when a visitor completes onboarding. The Onboarding Impact Brief references these as "onboarding success events".
- Should these events apply to all users, or a specific segment? Select a segment to define which visitors or accounts are included in your onboarding analysis. This filters the data used for success events, guide impact, and other metrics in the brief. You can choose an existing segment or use the default to include all users.
- Select all guides that were part of your onboarding initiative. Select up to 50 guides launched to support onboarding. These are used to measure guide reach, effectiveness, and cost and time savings.
- How long do you expect onboarding to take? This helps calculate onboarding speed and efficiency.
- What date range do you want to focus on? Choose a default or custom date range. This selection compares data to the previous period of the same length. For example, Last 365 days compares to the previous year.
- What do you want to measure by? Choose whether to measure onboarding success by visitors or accounts. Select visitors to focus on individual user behavior, or accounts to evaluate success across grouped visitors. his setting determines how data is calculated and displayed in the Onboarding Impact Brief.
Preview and export your brief
After configuration, you can view a sample version of the brief. This sample uses placeholder data so that you can review the format and layout before generating your version with real data.
When you're ready, select Generate Word document (.docx). Your browser prompts you to save the file to your device.
The exported document is fully editable. You can upload it to Google Docs, convert it to a PDF file, or adapt it for internal presentations and renewal conversations.