Skip to main content

Ask the Expert: Turn Analytics into Action

Learn how to use data and reporting in UpKeep to make smarter decisions, improve performance, and drive real maintenance outcomes from your insights.

Updated yesterday

In this Ask the Expert session, our team covers how to turn analytics into actionable insights within UpKeep. You’ll learn how to interpret data, refine workflows based on trends, and build a data-driven maintenance practice.


What we cover

  • How to interpret UpKeep Analytics dashboards and reports

  • How to connect metrics to real workflow decisions

  • What consistent data practices look like—and why they matter for operational improvements

  • How to use filters, custom views, and exports to focus on key insights

  • How to act on trends to reduce downtime and improve team performance



Key takeaways

  • Analytics isn’t just reporting, it’s a tool for proactive decision-making that drives action

  • Understanding key maintenance metrics helps you spot bottlenecks before they escalate

  • Use timestamps, filters, and dashboards to tailor analytics to your unique workflows

  • Actionable reporting leads to measurable improvements in uptime, costs, and team efficiency


Best practices at a glance

  • Choose analytics views that align with your business goals

  • Track trends over relevant time periods (weekly, monthly, quarterly)

  • Use filters to segment by team, location, asset, or status

  • Define clear KPIs your team can own (e.g., PM compliance %, overdue work age)

  • Discuss analytics findings during team planning or standups

  • Keep a rhythm for reviewing dashboards regularly


Turning Analytics into Action

To move from seeing data to making data work, teams should:

  1. Focus on the right metrics
    Pick a handful of indicators that truly reflect your goals (e.g., PM compliance, overdue work, critical asset downtime).

  2. Identify patterns and bottlenecks
    Use analytics to spot recurring issues or assets that constantly break down. These insights should drive corrective actions in planning and resourcing.

  3. Define follow-up actions
    For every key insight you uncover, define a next step with an owner and deadline. Ask questions like:

    1. Which assets need updated PM intervals?

    2. Where are technicians consistently missing checklist steps?

    3. What work orders need clearer priority or due dates?

  4. Review regularly
    Analytics is most effective when reviewed on a consistent schedule (weekly team meetings, monthly reliability reviews), not just whenever a problem emerges.

Did this answer your question?