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Power BI Reporting for Rocketlane: Streamline Customer Onboarding and Track Project Success from Day One
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Rocketlane to Power BI

Power BI Reporting for Rocketlane: Streamline Customer Onboarding and Track Project Success from Day One

Can Also be connected to 

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Data Studio

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Fabric

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Azure

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LIVE DASHBOARD
Explore It Yourself

Hover, click, and interact to discover the full potential of the dashboard

Power BI transforms Rocketlane onboarding and project data into interactive dashboards that help implementation, customer success, and operations teams monitor timelines, task completion, and client satisfaction. With unified reporting and real-time insights, Power BI empowers more efficient onboarding and long-term customer retention.

KEY FEATURES

  • Project Timelines & Task Completion from Rocketlane – Track project progress, milestone delivery, and overdue tasks across clients and teams

  • Resource Allocation & Utilisation Insights – Analyse how time and effort are distributed across onboarding projects, team members, or service tiers

  • Connected Onboarding Intelligence – Combine Rocketlane data with CRM, support, or billing systems to align implementation with customer lifecycle metrics

  • Custom Dashboards & Engagement Alerts – Build dashboards for CS and onboarding leaders with alerts for delayed projects, at-risk accounts, or low engagement

OTHER DATA SOURCES

Report Simple Gold Coat

78% of new clients engage us for a second project within a year.

Let’s start with your first. Fill out the form, and our team will get back to you promptly to discuss how we can help.

U11002/1328 Gold Coast Highway,

Palm Beach, QLD, 4221, Australia

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