So you're looking for a way to report on Completion and Engagement rates for your Workflows? Look no further!

The Heatmap is a visual representation of Completion by Workflow and Sequence, and you can find it by clicking on Reports on the top menu, and then clicking Heatmap in the sub-menu.

You can select a Workflow from the dropdown in the top left (highlighted below), and view a full breakdown of each sequence, and its completion and drop-off rates by simply clicking on it.

You can view the overall completion rate of the workflow on the right (highlighted below), and view completion by stakeholder.

You can even use our quick date filters to showcase a specific time period, and if you'd prefer advanced filtering, use the filters on the top right-hand side (highlighted below).

But, Enboarder? What is Completion and how is it calculated?

Well, it's actually pretty simple!

Completed sequences include sequences completed on time and completed after they were overdue and sequences marked as completed by admins of Enboarder.

We then work out the percentage of completed sequences against how many were sent! #QuickMaths 🤓

💡 Note on Exclusions: Sequences that are excluded (either automatically via the Omit notification-only sequences toggle or manually via individual sequence settings) are removed from both the completed count and total sent count in this calculation.

When you click on a sequence icon on the heatmap, you'll see a complete breakdown of the completion rate and drop-off rate - allowing you to see a detailed view of each module and its performance.
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And the best news? This is now updated in real-time - meaning any Sequences that are currently in progress (meaning they have been sent, but haven't been completed or moved into overdue status) are included in this screen! Previously we only included sequences that had been sent 48 hours or more prior to you checking this screen.

You can see the average completion rates per stakeholder for your selected time period on the right-hand side info panel. For an even more detailed stakeholder breakdown, click on the 'Performace' dropdown!

Okay, but what does it all mean!? Well, it's nice and simple! Green is good, red is... well you get the picture. Here is a handy chart to help you gauge your heatmap!

📊 NEW: Excluding Sequences from Completion Rates
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By default, the Heatmap Report calculates completion rates across all sent sequences. To prevent notification-only sequences (where no action link exists) or optional/FYI sequences from inflating or diluting your data, you can now exclude them using two flexible controls:
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​1. Workflow-Level Exclusion: "Omit notification-only sequences" 🔔
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When viewing the Heatmap Report for a workflow, you will find a new checkbox in the right-hand side drawer: "Omit notification-only sequences".
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• When checked: Any sequence where the URL sequence link is turned off (notification-only) is dynamically excluded from the entire workflow’s completion rate calculation.

• Side Drawer Recalculation: The overall workflow completion rate and individual per-stakeholder completion rates automatically update in real-time to reflect only actionable sequences.

2. Sequence-Level Exclusion: "Omit from sequence completion rate calculation" 🎯
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If you have specific sequences that are optional or purely informational (e.g., supplementary reading or optional survey steps), you can exclude them individually:
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• Click on a sequence in the Heatmap Report to open the sequence side drawer.

• Under Completion rate (or when toggling to All statistics), check the box labelled "Omit from sequence completion rate calculation".

• Hover over the adjacent tooltip icon ℹ️ to view: "When selected, this sequence will be excluded from sequence completion rate calculations."

​3. 'N/A' Cell Display & Tooltips 🏷️
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When a sequence is excluded from the calculation (via either workflow-level toggle or sequence-level setting):
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• The sequence cells in the heatmap display ‘N/A’ instead of a percentage, and the standard green/red color coding is removed.

• Hovering over an ‘N/A’ cell displays a tooltip stating "Excluded from completion rate calculation" along with the specific reason (e.g., "Notification only" or "Marked as optional by admin").

Downloading the Advanced Heatmap

You are able to download a consolidated Heatmap Report to understand how your journeys are performing across one or many accounts you have in the same region. Once you click download, it may take a few minutes for your Excel file to be downloaded. Check the process out below:

Once you open the Excel file, the first tab presents you with a summary of all of the workflows that you selected to download. There are three distinct areas:

Following the summary tab, you will see a tab for each workflow that you have downloaded in your report, to take a deeper look into individual workflow performance.

This report will help you:

So you can:

Got questions? Start a chat with the team in the top right of any Enboarder screen!