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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 month 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 Full-Page Profile

If you go to a Company Full-Page Profile and click on the Health Score positioned in the top-left corner, a new window will open displaying the Health Score for that Company each week for the past 25 weeks.

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2. Dashboard and Presentation Pages

You can visualize and analyze Health Score data in Dashboard and Presentation Pages.

We have pre-built Page Templates for Health (shown below), which you can add via the Content Explorer or when configuring a Section, and you can either use these Pages as-is or customize them. Alternatively, you can create a Page from scratch and include your own choice of charts to display Health Score data.

Health Score over time is saved as Metric (time-series) data, so you can plot it over time.

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