Activity Tracking - Individual Account - Reporting Widgets

Modified on: Tue, 26 May, 2020 at 12:59 PM


This article shows an example of the reporting widgets available for Activity Tracking in your CustomerGauge Report Hub


CLICK on a widget to read the description and the available widget settings. Remember, there are plenty of tweaks and modifications you can make to have the report best suit your needs! 


Individual Account - Activity Tracking Reporting Overview


You can use this widget to track other account activities such as CRM Activities, Support Tickets, Logins, Business Reviews in addition to your NPS for a particular account.

Where to find the widget?
Data source: Retention
Visual: NPS Activity Timeline


Widget Settings?

General Settings
Widget name: Activity Timeline


Widget specific settings

Order by: Revenue

Group By: Week

Revenue Date Range: Rolling Period 356 Days


You can use this widget to track the trend of an individual or combination of activities such as CRM Activities, Support Tickets, Logins, Business Reviews for a particular account.

Where to find the widget?
Data source: Retention
Visual: Activity Trend


Widget Settings?

General Settings
Widget name: CRM Activities


Widget specific settings

Classification: CRM Activities


You can use this widget to track the trend of an individual or combination of activities such as CRM Activities, Support Tickets, Logins, Business Reviews for a particular account.

Where to find the widget?
Data source: Retention
Visual: Activity Trend


Widget Settings?

General Settings
Widget name: Support Tickets


Widget specific settings

Classification: Support Tickets


You can use this widget to track the trend of an individual or combination of activities such as CRM Activities, Support Tickets, Logins, Business Reviews for a particular account.

Where to find the widget?
Data source: Retention
Visual: Activity Trend


Widget Settings?

General Settings
Widget name: Business Reviews


Widget specific settings

Classification: Business Reviews



You can use this widget to track the trend of your NPS for a particular account.

Where to find the widget?
Data source: NPS
Visual: Line Chart


Widget Settings?

General Settings
Widget name: NPS Trend


Widget specific settings

Group by: Date

Metrics NPS

Click on the widget to read the description and the available widget settings.

Pro Tips!

  • Object Level: All the above widgets are based on Account Level information. 
  • Filtering: The above widgets can be filtered using the Date Ranges and Survey Segment Filters
  • Data Access Restriction is applied on all of the widgets if that is turned on in your system


Where to find these Activity Tracking Reporting Widgets?

When building out your NPS Reporting, you would want to have a look at the NPS Source for the entire range of reporting visuals and options available.



The widgets covered in this article are highlighted in yellow below.




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