This widget allows you to track all your Accounts with key metrics such as their Revenue, NPS and Responses.
Widget notes:
- Accounts without revenue are also included.
- Account Name can be clicked to see the account page.
- Sortable by Revenue and Response %.
- Only accounts with surveys that have been successfully delivered are taken into consideration.
- You are able to drilldown on the Response number and see a list of all the responses. 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 List.
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.