Migration goals
Migration history · Open goal planner →Loading migration goals…
Good morning, Tanya
Zen ran 47 sessions in the last 7 days and escalated 4 to your team.
Sessions completed47▲ 18% vs last week
Avg. time to value2.4 days▲ 2.1x faster
Self-serve rate91%▲ 6 pts
Escalations4▼ 3 vs last week
Customer onboarding progress
Export CSV| Customer | Plan | Progress | Last session | Status |
|---|---|---|---|---|
| NG Northwind Group | Enterprise | 2h ago | Live | |
| CL Cerby Labs | Growth | Yesterday | In progress | |
| UF Uptick Field | Growth | 4 days ago | Stuck | |
| CB Canibuild | Growth | 9 days ago | At risk |
Needs a human
2 most urgent shown 4Uptick Field4 days ago
"Can we get SSO on the Growth plan?" — commercial question, outside Zen's scope.
Canibuild9 days ago
Data import failed 3 times — malformed CSV from their legacy system.
Where customers get stuck
Last 30 daysCreate workspace100%
Import data94%
Connect integrations71%
Sync CRM46%
Invite team41%
Zen's read: the biggest drop is at Sync CRM — 12 of 26 customers couldn't find their provider in the list. Promoting the top 6 CRM logos would likely recover ~20% of this step.