Onboarding Dashboard
The Onboarding Dashboard gives DialStack admins a unified view of onboarding health — both at the platform level and for individual accounts.
Why onboarding matters
Every feature on DialStack assumes the onboarding steps have been completed: numbers can only route calls once they're assigned, users can only place calls once devices are provisioned, and call quality data only starts flowing once real traffic is running. An account that stalls partway through onboarding isn't broken — it simply isn't using the platform yet, and the customer is paying for something they haven't unlocked.
That's what makes this dashboard useful day-to-day:
- Catch stuck accounts early. An account sitting on the same step for days is a leading indicator of a customer who will churn or open a support ticket. Reach out before they do.
- Prioritize outreach. The in-progress breakdown tells you where customers get stuck most often — if most accounts stall on Numbers, the fix is in porting or area-code coverage; if they stall on Hardware, it's shipping or provisioning.
- Measure platform health. The percentage of accounts that have completed onboarding is a concrete retention and activation metric — not a vanity number.
Treat any account stuck in In Progress or sitting in Not Started as an action item, not a statistic.
Accessing the Dashboard
From the Accounts page, click the Onboarding Dashboard button in the top-right corner.
Platform Admin View
As a platform admin, the dashboard shows:
Platform Setup Checklist
A checklist with a circular progress indicator showing how far along your platform setup is:
- Branding & Theme — has your platform's branding been configured?
- Account Created — has at least one account been created?
- Account Admin Assigned — has an account admin user been assigned?
The circular progress ring reflects the percentage of accounts that have completed onboarding.
Account Stats
Four summary cards show:
| Card | Description |
|---|---|
| Total Accounts | Total number of accounts on the platform |
| Completed | Accounts that finished the onboarding flow |
| In Progress | Accounts currently working through onboarding |
| Not Started | Accounts that haven't begun onboarding |
In-Progress Step Breakdown
A bar chart showing how in-progress accounts are distributed across the three onboarding steps:
- Account Setup — configuring basic account details
- Numbers — assigning phone numbers
- Hardware — provisioning devices
This chart only appears when there are accounts in progress.
Accounts Table
A full list of all accounts with their onboarding status, current step, and completion date.