Analytics

Analytics gives you a set of ready-made charts that update as your data changes. Use it to spot trends and review activity over time with your team or leadership. Navigate to Analytics in the main navigation to open the page.

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Charts

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Lifecycle

At the bottom of the page, the Lifecycle section shows where your accounts are in their lifecycle:

• Accounts and MRR by status: trial, onboarding, subscribed, churned and ignored.
• Churn by month: the MRR of accounts that churned in each of the last 12 months, by the date each one churned. Hover a month for how many accounts it was. MRR is each account’s as Zudo last recorded it, so an account whose MRR was set to zero after it left counts as zero.
• Trial conversion: of the trials that ended in the last 90 days, the share that moved to subscribed or onboarding rather than churned. Trials set to ignored don’t count either way.
• Due to churn: live accounts with a churn date still to come, their MRR, and the ten soonest.

These follow the lifecycle, not the date range and interval controls. Like the rest of the page, they count accounts rather than parent accounts, so no customer is counted twice.

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Controls

• Reporting window — Last 30 days, Last 90 days, Last 180 days, Last 12 weeks or Year to date, or your own Start and End dates
• Interval — Daily, Weekly or Monthly bucketing

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Communication Report

Open the ⋮ menu beside the dates and choose Communication Report to count the unique accounts you communicated with during a date range. Pick the range and click Generate Report. The report shows:

• Accounts Communicated With (total)
• Accounts with Email
• Accounts with Meetings

Quick presets: This Year, Last Year, quarterly breakdowns (Q1–Q4), Last 30/60/90 Days. You can also set a custom date range.

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Renewals

The Renewals page, in the main navigation, lists upcoming renewals in date order with the MRR that renews in each window.

• Windows. Four cards show the renewals due in 30 days or less, 31–60 days, 61–90 days and more than 90 days: how many accounts, their MRR, and a bar splitting that MRR by health tier. A renewal date that has already passed counts in the first card.
• Sourced from. How many accounts took their date from each trait in your priority list, how many had no date in any of them, and how many your filter left out.
• The table. Account, renewal date, days until it, MRR, health, open requests, CSM, and the trait the date came from. Add any trait as a column from the column picker. Filters narrows the list by days until renewal (with presets for the next 30, 60 or 90 days, and overdue), MRR, health tier, open requests, CSM, source or any trait.

Churned and ignored accounts aren’t listed. An admin chooses where the renewal date comes from under Settings → Organization → Accounts, in the Renewal Pipeline section: the date traits to read, in priority order, which accounts are included, and whether the list shows one row per customer or every account. Until at least one date trait is picked, the page says the pipeline isn’t configured. The date it picks is also each account’s Renewal Date Zudo trait.