For Account Experience™ you will want a report showing a "Company" oriented view. Using the reporting widget "NPS Account Overview" you can show
- Account Name
- Revenue (for the period) [PERIOD AMOUNT ($)]
- Net Response %
- NPS (Net Promoter)
- Required contacts
- Surveyed Contacts
HOW TO SET UP:
- Make a new Report.
- Add a Widget.
- Select type Revenue
- Select subtype "NPS Account Overview"
- select the options needed for the widget -> SAVE & APPLY
- TIP! Make sure the Report Filter has the correct date settings. Hint: Form Completed Date time period.
When ready, select page size, go to the widget options and Export to XLS.
Currently this report can export up to 250 Companies at a time.
NPS Account Overview Widget