Skip to main content
All CollectionsFAQHealth Score
How can I see trending Health Scores in Planhat?
How can I see trending Health Scores in Planhat?

Learn how to view your portfolio health scores over time

Christian Dreyer avatar
Written by Christian Dreyer
Updated over a week ago

The health score is an important metric and it's important that you can view and track your portfolio health scores over a period of time. In Planhat there's a couple of ways that you can view that information:

1. Company Profile

If you go to a company profile and click on the health score that's located in the top left corner, a new window will open displaying the health score for that account each week for the past 25 weeks.


​


​

2. Pages

Line Charts

If you go to the "Customer Intelligence" module and add a new page you can create a widget that displays the health score over time for your entire portfolio. You could use the following chart types to display that information e.g. Time Series (line) and Time Series (bar).

Bar Charts

The Stacked Time Series Bar chart is also a useful tool for either replicating the health score summary from the company profile, or showing breakdowns of your portfolio by health score ranges over time, like this:

To find out how to put this together, take a look at this article.

If you would like to know more about Planhat's Pages then check out this article πŸ€“.


Related Articles

Did this answer your question?