Account Page

Modified on: Tue, 24 Jun, 2025 at 8:34 PM

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TABLE OF CONTENTS

• Introduction
• How to get to the Account Page
• Page Description and Usage
  • Account Details Tab
  • Account Details 
  • Period Amount
  • Last Activity
  • NPS Trend
  • NPS Summary
  • Close the Loop Summary
  • Drivers Loyalty
  • Organization Chart
  • Comments
  • Touchpoints Overview
  • Account Summary Tab

Introduction

The Account Page allows you to view all the information of an Account, including survey history, revenue information, and all comments. You can use the filter button in the top right corner to modify the date range which controls the data shown within the "Account Details" tab.

How to get to the Account Page

There are a number of ways to navigate to the Account Page. It is accessible anywhere you see the blue, hyperlinked clickable Account Name. Such places include: 

• Account List Widgets
• Drilldowns from other widgets that open a list of Accounts (Account Health, NPS Lifecycle, etc.)
• The Survey Record Page or Contact Page, in the top left

Page Description and Usage

Account Details Tab

Account Details 

This section shows vital information about the account, including account information and Segments.

Period Amount

This section shows how much revenue is associated with the account for the given time range. This requires a Revenue upload in order to show data. 

Last Activity

This section informs you how many days it has been since at least 1 contact from the Account has received or responded to a survey. 

NPS Trend

This section shows a monthly breakdown of how many surveys were delivered, how many responded to, and the NPS score month-by-month for the past 12 months. 

NPS Summary

This is the standard NPS Summary widget, filtered to the specific account.

Close the Loop Summary

This is the standard Close the Loop Summary widget, filtered to the specific account.

Drivers Loyalty

This is the standard Drivers Loyalty widget, filtered to the specific account.

Organization Chart

This section shows you the breakdown of NPS scores – as well as average score and response rate – by the "Job Level" of the survey recipients and respondents for the account. Question marks indicate non-responses. Else, the NPS score is contained within each circle, with each circle representing one response. The comment icon indicates that the respondent has alos left a comment. 

Comments

This is the standard (NPS) Comments widget, filtered to the specific account.

Touchpoints Overview

This section shows you key statistics from the account split out by survey Touchpoint, to help you understand the metrics for different parts of the customer journey for the specific account. These metrics are sourced from the standard NPS Table widget, filtered to the specific account.

Account Summary Tab

This tab is powered by "Gaugie AI", and is an add-on feature. Contact your implementation or strategic account manager, or reach out to support to learn more about getting it activated or trying it out. 

Read more about how the Account Summary tab works.

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