Top Client Onboarding Platforms with Analytics Dashboards

I’m looking into client onboarding software that offers strong analytics dashboards—tools that go beyond task management to help teams visualize customer progress, measure time-to-value, and uncover friction points in onboarding journeys.Here are some of the top-reviewed options from the Client Onboarding Software category:

ChurnZero – Combines onboarding automation with deep analytics on customer health, engagement, and adoption. Teams can track onboarding milestones, view progress by segment, and connect these insights directly to retention metrics.

Vitally – Offers customizable dashboards that show onboarding progress, task completion rates, and activation insights. Vitally’s real-time reporting helps customer success teams pinpoint where clients might be slowing down or disengaging.

Planhat provides analytics dashboards that tie onboarding milestones to revenue outcomes and renewal rates. It is ideal for teams wanting a data-driven view of onboarding performance across all accounts.

Rocketlane – Includes project tracking, communication, and analytics in one platform. Its dashboards highlight project velocity, resource utilization, and customer satisfaction throughout onboarding.

These tools combine structured onboarding workflows with clear analytics, giving customer success teams the insight they need to improve efficiency and reduce time to value.If you’re using any of these, how do their dashboards help your team measure and optimize onboarding success? I’d love to hear your experiences.