Review weekly lead and risk trends
Open the weekly view and compare lead and risk lines across the same week ranges. Do not treat one week as a trend.
Short answer
Open the weekly view and compare lead and risk lines across the same week ranges. Do not treat one week as a trend. Confirm that week labels fall within the selected date range.
Before you start
- The correct date and line scope
- Access to analytics or Flow Monitoring
Step by step
Open Conversation Analysis → trends
Go to Conversation Analysis → trends from the main menu. Confirm that the selected record matches the task you are about to complete.
Review weekly lead and risk trends
Open the weekly view and compare lead and risk lines across the same week ranges. Do not treat one week as a trend.
Check the result
Confirm that week labels fall within the selected date range.
Result checkIf it did not work
Check these
- If the screen or control is missing, check your user role and whether the feature is enabled for your account.
- If the action does not finish, send the exact on-screen error text to support.
Does this step look different in your panel?
We can review the screen and exact error text together.
This guide was checked against the product UI and code inventory on 29 August 2026.
