Below are a handful of basic reports you can create in the Report Builder to see NPS Trends over time. To get started, navigate to Administration > Report Builder > +Report. After you create these reports, you can display them on Gainsight Home Dashboards, in a 360 section, or in the Gainsight widget.
Month Over Month
Select NPS as the Source object.
Add the Account ID field to the Show me section.
- In the By section, add:
- Response Date: click the gear icon to set Summarized by to Month
- In the Filters, add:
- Response Date equals Last 365 Days
Click the Visualization option and select a report type (Stacked Column is shown above).
Be sure to enter a name for your report and click Save.
Quarter Over Quarter
The Quarter Over Quarter report follows the same structure as the Month Over Month report above. You just need to make a few modifications:
In By, the Response Date can be set to Summarized by to Quarter
In the Filters, Response Date equals can be set to the past 2 years or another date range
Year Over Year
The Year Over Year report follows the same structure as the reports above. You just need to make a few modifications:
In By, the Response Date can be set to Summarized by to Year
In the Filters, Response Date equals can be set to a Custom Date Range that aligns with your business