This widget allows you to track the response and revenue rate of your surveyed accounts.



Widget notes:

  • Only accounts with surveys that have been successfully delivered are taken into consideration.
  • You are able to drilldown on the numbers and see a list of all the accounts. You are also able to export the whole list by clicking on the download icon on the top right corner of the drilldown.
  • This widget has the global data access restriction option.






Adding the Widget

Add the widget to your report by clicking on +New Widget and navigating to Monetized or searching for Account %.






Additional Settings:

Revenue
Response


Type: Revenue, Response

Target rate (%): This is an info field that allows you to put a value from 1 to 100% to help track your target goal against the current rate.


Revenue date type (if Revenue type is selected): This field allows you to choose the year of the Revenue that the widget will be based on. The options are Current Year, Previous Year and Select Year.

Revenue Year (if Revenue type is Selected Year): This field allows you to specify the year of the Revenue that the widget will be based on.