Understand Analytics
The Analytics page provides a summary of your travel activity and outcomes across all trips. It answers the question: what did your travel create?
Key Metrics
Eight headline metrics appear at the top of the page:
| Metric | What it measures |
|---|---|
| Trips Completed | Number of trips with a Completed status |
| Meetings Held | Total meetings across all trips |
| Actions Closed | Total action items with a Done status |
| Follow-Up Rate | Percentage of action items that have been closed |
| Reports Generated | Total trip reports generated |
| Knowledge Entries | Total knowledge entries in your account |
| AI Summaries | Total AI trip summaries generated |
| Total Expenses (CAD) | Sum of all expense amounts, converted to CAD |
The Follow-Up Rate is highlighted in green when it is 70% or above, and orange when it is below 70%.
Charts
Expenses by Month
A bar chart showing total expenses per calendar month. Each bar represents the total amount recorded across all trips in that month. The chart uses CAD as the display currency.
Trips by Workspace
A list showing how many trips you have created in each workspace type (for example, Business Travel, Site Inspection, Workshop Delivery). This helps you understand how your travel is distributed across engagement types.
Action Items by Status
A breakdown of all action items across all trips by status (Pending, In Progress, Done). Each status shows the count and percentage of the total.
What Analytics Does Not Show
The Analytics page shows aggregate counts and totals. It does not provide:
- Drill-down to individual trips from a chart
- Date range filters
- Comparison between time periods
- Per-trip breakdowns
For per-trip analysis, use the Trip Retrospective or the Trip Report.