This widget provides a visualization of your accounts segmented by Loyalty (At Risk, Grey zone and Safe), Non-Responses (Unknown) and financial value. You are able to leverage the Pareto Principle (80/20 rule) function of the widget to determine the percentage of your accounts that contribute the most to your revenue.
Widget notes:
- Only accounts with surveys that have been successfully delivered are taken into consideration.
- You are able to drilldown on # Accounts 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 NPS Lifecycle.
Additional Settings:
Revenue date type: This field allows you to choose the year of the Revenue to be populated. Possible values are Current Year, Previous Year and Select year.
Select year (if Revenue type is Select Year): This field allows you to specify the year of the Revenue that the widget will be based on.