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Analytics overview


Analytics overview

Learn about the benefits you can get by using Zuora Analytics, its components, and the main functions.

Zuora Analytics provides a pre-computed library of essential subscription metrics that helps users of Zuora track the health of their business, make business decisions informed by data, and ultimately uncover and drive new revenue opportunities. Metric computations are based on best practices from Zuora’s Subscribed Institute think tank.

Analytics consists of five key components:

  • Dashboard
    The Dashboard provides a birds-eye view of your business. Click on any card on the Dashboard to either explore data behind any trend or export it. You can rearrange your dashboard layout by dragging and dropping cards. You can also resize any card or toggle between charts and headline numbers.
    For details, see Using the Dashboard.
  • Explorer
    In Explorer, you have access to all of the analysis you’ve created in Analytics, including the cards you’ve added to your Dashboard, as well as all of your datasets. Use Explorer to decide which cards to pin to the Dashboard; create, edit, or delete cards; and credit, edit, or delete datasets.
    For details, see Using the Explorer.
  • Cards
    You use cards to visualize the data in your datasets. There are two types of cards in Analytics:
    • Time series cards: These cards help you visualize trends in metrics over the time period you defined in a given dataset. Trends can be displayed as either line or bar charts. Time series cards only work with datasets that are configured with a metric. 
      For details about time series cards, see Create a time series card.
    • Table cards: You can use these cards to present your data in an interactive table grid. You can display data from any dataset, including those without a metric configured in them.
      For details about table cards, see Create a table card. 
  • Datasets
    Datasets are the data tables behind every card in Analytics; as such, they are the foundation of all data analysis in Analytics. You can create datasets that include fields from any Zuora business objects (such as Account Name, Subscription Number, and Rate Plan Charge Billing Period) and that include a metric. Once created, datasets automatically refresh daily and make it possible to do fast, interactive analysis in cards.
    For details, see Create a dataset.
  • Metrics
    Metrics are key performance measures that help you track the health of your business over time. For details about the metrics available in Analytics, see Analytics metric glossary.