NPS: NPS Trend
Modified on: Fri, 21 May, 2021 at 10:16 AM
The NPS Trend Widget allows you to present a summary of the NPS results in a trend (Live Chart) view.
This widget view comes with all the key metrics you would need with the ability to drill down (Click on the number in the chart) to see which customers fall into which bucket.
#Promoters, #Detractors, #Passives
How to add the widget?
To add this widget to your Dashboard/Report go to Add Widget → NPS data source → NPS Trend
- The widget loads by default with a 6 Width X 3 Height size. You can change it in the Widget properties of the Widget properties.
- You can also choose the update the name of the widget to add more details - For example NPS Trend - USA Relationship Campaign
Date/Segment Filter Setting:
- The widget comes with standard Date and Segment filter settings
- The widget allows "IS NOT" criteria in Segment filtering
Group by Setting:
- The Group by setting for the trend chart is Dates
- Choosing Dates will allow you to choose by what dates you want to see the information - Year, Quarter, Month, Week, Day
- In the additional setting section, you have two options - NPS Loyalty Filter and Metrics to Display
- NPS Loyalty Filter allows you to choose for which Loyalty you would like to see the information. Leaving it blank will mean it shows the information for all Loyalties.
- Metrics to Display allows you to select which Metrics you would like to display as trend on your chart. You can pick more than one Metric.
- Delivered (Delivered = number of invitations successfully delivered to customers).
- Response Rate is calculated on Delivered Numbers (Net Response %)
- All Percentages will now show 1 decimal and will sum to 100%
- The number of Passives will not include "No scores"
- The drill down (click on a number) will allow exporting of the complete data
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