We're in the process of setting up a Vocalize Dashboard to report our headline measures from a number of surveys. The key measure we report for each business is a 3 month rolling NPS which, for the most part, are calculated as a weighted sum between 2 surveys.
i.e. Survey 1 (NPS * 75%) + Survey 2 (NPS * 25%).
Getting this to work in Custom Metrics is easily done, but we need to try and work in some 3 month rolling metric into this. i.e.
For January to date perform this calc Survey 1 (NPS * 75%) + Survey 2 (NPS * 25%) for the timeframe of November, December and January to date.
OR
Once we get to February, perform this calc Survey 1 (NPS * 75%) + Survey 2 (NPS * 25%) for November, December and January. Once we move in to March, perform the calc for December, January and February, and so on.
I'm aware you can do either of the above by filtering the metric or table in question by date to show these results in isolation, but we want to be able to a trend table, showing 3mth custom metric data, every month. Has anyone been able to do this with Custom Metrics? Failing that, is there any other way to achieve this as to pull through to a Vocalize dashboard, using embedded data or something similar?
Best answer by PeeyushBansal
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