> ## Documentation Index
> Fetch the complete documentation index at: https://docs.bluplai.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Analytics

> Portfolio analytics view with health scores, risk distribution, trend chart, top performers, and accounts needing attention.

<Frame>
  <img src="https://f003.backblazeb2.com/file/NavAIgate-Website/bluplai-assets/docs-screenshots/home/analytics.png" alt="Portfolio Analytics page showing Total accounts, Average Health, At Risk, and Total ARR tiles, a health distribution donut, a portfolio health trend chart, a Top Performers panel, and a Needs Attention panel." />
</Frame>

## Why you're here

Analytics is where you stop counting and start judging. It turns the portfolio into a health view — who's healthy, who's drifting, and who's already at risk. Open it when you need to prepare a pipeline review, pick the next save play, or answer the question "which three accounts matter most this week?"

## What you'll see

* Four summary tiles: Total accounts, Average Health (as a percentage), At Risk (count), and Total ARR.
* A Health Distribution donut breaking the portfolio into Healthy, Needs Attention, At Risk, and Critical, each with a count and share of total.
* A Portfolio Health Trend line charting the average health score over time, with a Last 7 days selector.
* A Top Performers panel listing the healthiest accounts with their industry, active project count, and health percentage.
* A Needs Attention panel listing accounts requiring immediate action, tagged At Risk with a health score.

<Note>
  Health scores are a composite signal — engagement activity, survey responses, initiative progress, and overdue work all feed the number. An account that drops into Needs Attention isn't automatically a churn risk, but it's the first place to look.
</Note>

## How it's calculated

Today the Health Score shown in the UI is a rolling 12-month view of account health, bucketed into **Healthy**, **Needs Attention**, **At Risk**, and **Critical**.

The weighted formula below is defined but not yet live:

```
Health Score = token utilisation × adoption breadth × velocity
```

* **Token utilisation** — how actively the account's licensed seats are used.
* **Adoption breadth** — how many modules they touch.
* **Velocity** — rate of meaningful activity (actions closed, milestones moved).

<Note>
  Phase 1 (current): the 12-month view is what the page shows today. Phase 2: the weighted formula above rolls out later and will drive the same Healthy / Needs Attention / At Risk / Critical thresholds.
</Note>

## When to use it

* Plan your save calls for the week by starting with the Needs Attention list.
* Benchmark a single account's health against the portfolio average.
* Spot a downward trend on the health line before it shows up in renewal conversations.
* Pull the Total ARR and At Risk numbers for an exec-level rollup.

## Next

<CardGroup cols={2}>
  <Card title="Overview" icon="layout-dashboard" href="/home/overview">
    Go back to the top-level portfolio dashboard.
  </Card>

  <Card title="Activity feed" icon="activity" href="/home/activity-feed">
    See the recent changes driving these health scores.
  </Card>
</CardGroup>
