Workflows

Analytics

Posture trends across spend, utilization, connectors, governance, renewals, and portal adoption.

Where to find it

• In the app, go to Analytics.
• Most analytics screens support a Range selector (for example: 7d / 30d / 90d / 365d) and a Refresh button.

Overview

• KPI tiles for overall posture (total monthly cost, monthly savings, daily docs published, daily exports completed, and connectors active/error).
• A How to increase your score insights strip that rotates recommendations based on your current score drivers.
• Tabs for quick drill-down: Spend, Utilization, Connectors, Governance,Trends, and Raw.

Spend

• Breakdown and trends across key dimensions: tool, vendor, category, department, and team.
• Includes summary stats, trend charts, breakdown charts (bar/pie), and “movers” (biggest increases/decreases).

Utilization

• Seats and assigned users over time (with a trend chart).
• Tool picker lets you switch between All tools (aggregate) and a specific tool.
• Shows usage coverage (measured vs estimated) and highlights low-utilization and waste-by-cost tools.

Connectors

• Coverage over time and current connection health.
• Daily health chart can toggle between Coverage and Status modes.
• Includes a paginated daily table and a connection list with status badges (active / error / disabled / stale).

Governance

• Coverage and publishing activity trends over time.
• Dimension selector to view governance by tool, vendor, category, department, or team.
• Includes table views with pagination (coverage table, activity table) and an explicit refresh that can force a backend refresh.

Renewals

• Renewals calendar view with a month/week toggle and a selected-day drill-down.
• Highlights “delinquent” items and missing critical fields (like contract end dates / decision deadlines).
• Helps you prioritize upcoming renewals (for example: within 30 days).

Portal analytics

• Adoption and content readiness for the company portal.
• Shows member/invite breakdowns, library items by type, and portal activity over time.
• Includes external distribution health signals (access links, OTP requests and verification).