Health Scores
Understanding plan and portfolio health.
Every plan has a health score from 0 to 100 that shows how the onboarding is progressing:
- 70–100 (Green): on track
- 40–69 (Amber): needs attention
- 0–39 (Red): at risk
Hover over the health score number to see exactly what is affecting it — for example "2 blocked tasks, no client activity in 8 days, at risk of missing go-live".
Still stuck? Email us at help@lyniro.com — we respond within 24 hours.
The score is calculated automatically from four factors:
- Number of blocked tasks (each blocked task reduces the score)
- Days since last client activity (inactivity reduces the score)
- Progress vs go-live date (falling behind reduces the score)
- Overall task completion percentage
The score updates automatically whenever a task changes status or activity is logged.
Still stuck? Email us at help@lyniro.com — we respond within 24 hours.
Time-to-Value Metrics
Measure how fast you onboard customers.
Time-to-Value measures how long it takes to onboard a customer from plan creation to completion.
Lyniro tracks two TTV metrics:
- Activation TTV: days from plan creation to first client task completed — this measures how quickly your client takes their first action
- Go-Live TTV: days from plan creation to plan marked complete — this measures total onboarding duration
Lower TTV means faster onboarding. Find these metrics on the Analytics page.
Still stuck? Email us at help@lyniro.com — we respond within 24 hours.
The Leadership dashboard also shows Average TTV per CSM, letting managers see who onboards customers fastest.
Still stuck? Email us at help@lyniro.com — we respond within 24 hours.
CSAT Surveys
Measure client satisfaction after onboarding.
After a plan is marked complete, Lyniro automatically sends the client a one-question satisfaction survey: "How would you rate your onboarding experience? (1-5 stars)"
The client clicks a star rating in the email — one click, no login needed. They can optionally add a written comment.
Average CSAT scores and individual responses appear in the Analytics page.
Still stuck? Email us at help@lyniro.com — we respond within 24 hours.
Yes. Go to Settings → Notifications and toggle off Send CSAT survey on plan completion.
Still stuck? Email us at help@lyniro.com — we respond within 24 hours.
Leadership Dashboard
Portfolio-level view for CS managers and VPs.
The Leadership page gives a portfolio-level view for VP of CS and CS managers. It is visible to users with Owner and Admin roles only.
It shows:
- Portfolio health KPIs (active plans, at-risk accounts, completed this week)
- CSM workload — how many plans each team member manages and their average health score
- At-risk plans table with days until go-live
- Weekly activity timeline — what happened across the portfolio this week
Still stuck? Email us at help@lyniro.com — we respond within 24 hours.
💡 Tip: QBR reports pull real data from the plan. You only need to fill in the Next Steps section before your meeting.
Still stuck? Email us at help@lyniro.com — we respond within 24 hours.
Still need help?
Our team responds within 24 hours on business days. For urgent issues, mark your subject [URGENT].
Email help@lyniro.com