The Impact Brief helps you tell a data-backed story about your team's work in Pendo. It uses your setup and usage data to generate a customizable Word document that you can customize to share outcomes with your stakeholders.
The current Impact Brief focuses on onboarding effectiveness, with support for additional use cases planned in the future.
Note: This offering is currently in closed beta, available to select Pendo customers for testing. The information that follows isn't a commitment, promise, or legal obligation. The development, release, and timing of any features or functionality described here are subject to change at the discretion of Pendo, which can occur without notice. If you're interested in getting early access and providing feedback, contact your Pendo account representative.
Use cases
The 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. Showcase 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 Impact Brief
To create your brief:
- On your Pendo homepage, find the tile labeled Measure your success with Pendo 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 Impact Brief. For instructions, see Set a home dashboard. - Select Get started to launch the configuration wizard.
Configure your brief
The configuration wizard includes a few questions that define how onboarding success is measured:
- Which key event represents successful onboarding? Select a single Page, Feature, or Track Event that indicates when a visitor completes onboarding. The Impact Brief references this as the "onboarding success event".
- Which guides supported onboarding? Select up to 50 guides launched to support onboarding. These are used to measure guide reach, effectiveness, and cost and time savings.
- Select the expected time to completion. 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.
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.