1. [Home](https://www.g2.com/) 2. ... 3. [Professional Services Automation Software](https://www.g2.com/categories/professional-services-automation) 4. [Rocketlane Discussions](https://www.g2.com/products/rocketlane-corp/discuss) [ ![Rocketlane](https://images.g2crowd.com/uploads/product/image/large_detail/large_detail_260bb5e75826f002b2e503a3090ec537/rocketlane-corp.png "Rocketlane") ![Reward for good Rocketlane reviews](https://images.g2crowd.com/uploads/report_medal_translation/image/35775/medal.svg "Reward for good Rocketlane reviews") ](/products/rocketlane-corp/reviews) # Rocketlane Discussions Rocketlane is the only execution platform for professional services. For decades, PSA tools tracked the work — status, resources, financials — but never executed on it. Rocketlane, with Nitro,Rocketlane’s native AI capabilities, runs the actual work: from kickoff, plan generation, QBR, status, and customer onboarding, on the same platform the team already tracks against. Operations, delivery, and the work itself live on one engagement record, on the same data the human manages. Rocketlant works with service leaders to define your successes and provide desired outcomes. Proven across 800 customers, including 19 of the Forbes Cloud 100. - **3** discussions - · **33%** answered ![Rocketlane](https://images.g2crowd.com/uploads/product/image/large_detail/large_detail_260bb5e75826f002b2e503a3090ec537/rocketlane-corp.png "Rocketlane") Rocketlane Discussions Most CommentedMost HelpfulCommon QuestionsNewest Showing **3** discussions ![Pinned by G2 as a common question](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Pinned by G2 as a common question") G2 Pinned by G2 as a common question • about 3 years ago More Options - Share [![linkedin](/assets/social-logos/linkedin-afe65e46604a5bd5105ab9c856116204040b6b3f2b2d42562fc8071ca0c48ca0.svg "linkedin")](https://www.linkedin.com/shareArticle?mini=true&summary=What+is+Rocketlane+used+for%3F&title=What+is+Rocketlane+used+for%3F&url=https%3A%2F%2Fwww.g2.com%2Fdiscussions%2Fwhat-is-rocketlane-used-for) [![twitter](/assets/social-logos/twitter-61aaec80434c71387b8f7326e480592eae71c0a65afd051d66fce9b75a9bf417.svg "twitter")](https://twitter.com/intent/tweet?text=What+is+Rocketlane+used+for%3F&url=https%3A%2F%2Fwww.g2.com%2Fdiscussions%2Fwhat-is-rocketlane-used-for&via=G2dotcom) [![facebook](/assets/social-logos/facebook-350d0b410d6b10debcf893050e803a8633d53561aa42807b087b8daf9be3668f.svg "facebook")](https://www.facebook.com/sharer/sharer.php?u=https%3A%2F%2Fwww.g2.com%2Fdiscussions%2Fwhat-is-rocketlane-used-for) [![gmail](/assets/social-logos/gmail-6db42f21e7c254fae201b112bef0dd15d25223a5cbb32691ce80eab43761eadf.svg "gmail")](https://mail.google.com/mail/?view=cm&fs=1&tf=1&to=&su=What+is+Rocketlane+used+for%3F&body=https%3A%2F%2Fwww.g2.com%2Fdiscussions%2Fwhat-is-rocketlane-used-for%0aWhat+is+Rocketlane+used+for%3F) [![mail](/assets/social-logos/mail-d55c53b04bf49872e40cd2443b85a99caa23394e6cf154ae32a9d08377c15d86.svg "mail")](mailto:?subject=What+is+Rocketlane+used+for%3F&body=https%3A%2F%2Fwww.g2.com%2Fdiscussions%2Fwhat-is-rocketlane-used-for%0aWhat+is+Rocketlane+used+for%3F) - Copy link - [ ## What is Rocketlane used for? ](/discussions/what-is-rocketlane-used-for) What is Rocketlane used for? [ Project Collaboration Software ](https://www.g2.com/tags/project-collaboration-software)[ Workflow Management Software ](https://www.g2.com/tags/workflow-management-software)[ Task Management Software ](https://www.g2.com/tags/task-management-software)[ project management software ](https://www.g2.com/tags/project-management-software)[ Professional Services Automation Software ](https://www.g2.com/tags/professional-services-automation-software)[ Client Onboarding Software ](https://www.g2.com/tags/client-onboarding-software)[ Professional Services Automation Software Questions ](https://www.g2.com/topics/professional-services-automation) Show More (Upvote this discussion)\<0\>0\> (Downvote this discussion) 0 (0 Comments) Add a comment [ View discussion ](/discussions/what-is-rocketlane-used-for) ![Anuvansh K.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Anuvansh K.") AK Loading... [Anuvansh K.](https://www.g2.com/users/c157a5e1-686c-429a-84ce-70f6e26944d0 "Anuvansh K.") • 9 days ago Business Analyst More Options - Share [![linkedin](/assets/social-logos/linkedin-afe65e46604a5bd5105ab9c856116204040b6b3f2b2d42562fc8071ca0c48ca0.svg "linkedin")](https://www.linkedin.com/shareArticle?mini=true&summary=Rocketlane+has+been+great+for+bringing+client+onboarding+and+project+management+into+one+place%2C+with+templates%2C+task+tracking%2C+milestones%2C+and+client+collabo...&title=How+do+you+handle+reporting+and+dashboard+customization+in+Rocketlane%3F&url=https%3A%2F%2Fwww.g2.com%2Fdiscussions%2Fhow-do-you-handle-reporting-and-dashboard-customization-in-rocketlane) [![twitter](/assets/social-logos/twitter-61aaec80434c71387b8f7326e480592eae71c0a65afd051d66fce9b75a9bf417.svg "twitter")](https://twitter.com/intent/tweet?text=How+do+you+handle+reporting+and+dashboard+customization+in+Rocketlane%3F&url=https%3A%2F%2Fwww.g2.com%2Fdiscussions%2Fhow-do-you-handle-reporting-and-dashboard-customization-in-rocketlane&via=G2dotcom) [![facebook](/assets/social-logos/facebook-350d0b410d6b10debcf893050e803a8633d53561aa42807b087b8daf9be3668f.svg "facebook")](https://www.facebook.com/sharer/sharer.php?u=https%3A%2F%2Fwww.g2.com%2Fdiscussions%2Fhow-do-you-handle-reporting-and-dashboard-customization-in-rocketlane) [![gmail](/assets/social-logos/gmail-6db42f21e7c254fae201b112bef0dd15d25223a5cbb32691ce80eab43761eadf.svg "gmail")](https://mail.google.com/mail/?view=cm&fs=1&tf=1&to=&su=How+do+you+handle+reporting+and+dashboard+customization+in+Rocketlane%3F&body=https%3A%2F%2Fwww.g2.com%2Fdiscussions%2Fhow-do-you-handle-reporting-and-dashboard-customization-in-rocketlane%0aRocketlane+has+been+great+for+bringing+client+onboarding+and+project+management+into+one+place%2C+with+templates%2C+task+tracking%2C+milestones%2C+and+client+collabo...) [![mail](/assets/social-logos/mail-d55c53b04bf49872e40cd2443b85a99caa23394e6cf154ae32a9d08377c15d86.svg "mail")](mailto:?subject=How+do+you+handle+reporting+and+dashboard+customization+in+Rocketlane%3F&body=https%3A%2F%2Fwww.g2.com%2Fdiscussions%2Fhow-do-you-handle-reporting-and-dashboard-customization-in-rocketlane%0aRocketlane+has+been+great+for+bringing+client+onboarding+and+project+management+into+one+place%2C+with+templates%2C+task+tracking%2C+milestones%2C+and+client+collabo...) - Copy link - [ ## How do you handle reporting and dashboard customization in Rocketlane? ](/discussions/how-do-you-handle-reporting-and-dashboard-customization-in-rocketlane) Rocketlane has been great for bringing client onboarding and project management into one place, with templates, task tracking, milestones, and client collaboration that help keep everything organized and transparent. It has saved time, improved coordination across teams, and made it easier to... [ project management software ](https://www.g2.com/tags/project-management-software)[ Task Management Software ](https://www.g2.com/tags/task-management-software)[ Project Collaboration Software ](https://www.g2.com/tags/project-collaboration-software)[ Client Onboarding Software ](https://www.g2.com/tags/client-onboarding-software) Show More (Upvote this discussion)\<0\>0\> (Downvote this discussion) 0 (0 Comments) Add a comment [ View discussion ](/discussions/how-do-you-handle-reporting-and-dashboard-customization-in-rocketlane) ![Jeffrey J.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Jeffrey J.") JJ Loading... [Jeffrey J.](https://www.g2.com/users/c58f830e-e7f9-4648-8187-6745b97827b9 "Jeffrey J.") • over 4 years ago Project Manager , Delhivery More Options - Share [![linkedin](/assets/social-logos/linkedin-afe65e46604a5bd5105ab9c856116204040b6b3f2b2d42562fc8071ca0c48ca0.svg "linkedin")](https://www.linkedin.com/shareArticle?mini=true&summary=How+do+I+customize+the+overview+section+presented+to+the+customer.+Are+there+any+upcoming+features+on+the+same%3F&title=How+can+we+improve+the+overview+page+and+project+summary+section+%3F&url=https%3A%2F%2Fwww.g2.com%2Fdiscussions%2Fhow-can-we-improve-the-overview-page-and-project-summary-section) [![twitter](/assets/social-logos/twitter-61aaec80434c71387b8f7326e480592eae71c0a65afd051d66fce9b75a9bf417.svg "twitter")](https://twitter.com/intent/tweet?text=How+can+we+improve+the+overview+page+and+project+summary+section+%3F&url=https%3A%2F%2Fwww.g2.com%2Fdiscussions%2Fhow-can-we-improve-the-overview-page-and-project-summary-section&via=G2dotcom) [![facebook](/assets/social-logos/facebook-350d0b410d6b10debcf893050e803a8633d53561aa42807b087b8daf9be3668f.svg "facebook")](https://www.facebook.com/sharer/sharer.php?u=https%3A%2F%2Fwww.g2.com%2Fdiscussions%2Fhow-can-we-improve-the-overview-page-and-project-summary-section) [![gmail](/assets/social-logos/gmail-6db42f21e7c254fae201b112bef0dd15d25223a5cbb32691ce80eab43761eadf.svg "gmail")](https://mail.google.com/mail/?view=cm&fs=1&tf=1&to=&su=How+can+we+improve+the+overview+page+and+project+summary+section+%3F&body=https%3A%2F%2Fwww.g2.com%2Fdiscussions%2Fhow-can-we-improve-the-overview-page-and-project-summary-section%0aHow+do+I+customize+the+overview+section+presented+to+the+customer.+Are+there+any+upcoming+features+on+the+same%3F) [![mail](/assets/social-logos/mail-d55c53b04bf49872e40cd2443b85a99caa23394e6cf154ae32a9d08377c15d86.svg "mail")](mailto:?subject=How+can+we+improve+the+overview+page+and+project+summary+section+%3F&body=https%3A%2F%2Fwww.g2.com%2Fdiscussions%2Fhow-can-we-improve-the-overview-page-and-project-summary-section%0aHow+do+I+customize+the+overview+section+presented+to+the+customer.+Are+there+any+upcoming+features+on+the+same%3F) - Copy link - [ ## How can we improve the overview page and project summary section ? ](/discussions/how-can-we-improve-the-overview-page-and-project-summary-section) How do I customize the overview section presented to the customer. Are there any upcoming features on the same? [ Workflow Management Software ](https://www.g2.com/tags/workflow-management-software)[ Task Management Software ](https://www.g2.com/tags/task-management-software)[ project management software ](https://www.g2.com/tags/project-management-software)[ Project Collaboration Software ](https://www.g2.com/tags/project-collaboration-software)[ Client Onboarding Software ](https://www.g2.com/tags/client-onboarding-software) Show More (Upvote this discussion)\<0\>0\> (Downvote this discussion) 1 (1 Comment) Add a comment [ View discussion ](/discussions/how-can-we-improve-the-overview-page-and-project-summary-section) ## Browse by popular topics [project management software](/products/rocketlane-corp/discuss?filters%5Btags%5D%5B%5D=project-management-software)[Task Management Software](/products/rocketlane-corp/discuss?filters%5Btags%5D%5B%5D=task-management-software)[Project Collaboration Software](/products/rocketlane-corp/discuss?filters%5Btags%5D%5B%5D=project-collaboration-software)[Client Onboarding Software](/products/rocketlane-corp/discuss?filters%5Btags%5D%5B%5D=client-onboarding-software)[Workflow Management Software](/products/rocketlane-corp/discuss?filters%5Btags%5D%5B%5D=workflow-management-software)[Professional Services Automation Software](/products/rocketlane-corp/discuss?filters%5Btags%5D%5B%5D=professional-services-automation-software)