This widget gives you a visualization of the % split of At Risk and Safe Accounts and their respective values. Interact with the slider to simulate the financial impact of increasing or decreasing your At Risk and Safe Accounts.
Widget notes:
- For this widget to properly work the average value of Safe accounts must be higher than At Risk accounts.
- This widget is based only on Accounts that have both Revenue and Responses.
- Click on the slider to move it around, click on the dot to reset the slider to its initial position. You can also use the keyboard arrows to move the slider.
- 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 Value Simulator.
Additional Settings
Revenue date type: This field allows you to choose the year of the revenue to be researched. The options are Current Year, Previous Year and Selected Year.
Revenue Year (if Revenue type is Select Year): This field allows you to specify the year of the Revenue to be searched.