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The Analytics page gives you a set of pre-built charts that update automatically as your data changes. Use it to spot trends, review activity over time, and export data for sharing with your team or leadership. Navigate to Analytics in the main navigation to open the page.

Available charts

CategoryWhat it shows
Health score trendsHow your portfolio’s average health score has moved over time
Health tier distributionBreakdown of accounts by health tier (healthy, at-risk, critical)
Request volumeNumber of requests opened over time
Request severity mixDistribution of requests by severity level
Meeting activityMeeting count over time
Task throughputTasks created and completed over time
Email communication volumeEmail thread activity across your accounts

Configure the time range

Each chart supports a configurable time range and interval. Use the controls at the top of the page to:
  • Set a date range to focus on a specific period
  • Choose an interval (daily, weekly, monthly) to control how data is bucketed

Export data

Click Export CSV on any chart to download the underlying data as a spreadsheet. Use this to share numbers in a report or do further analysis outside of Zudo.