| Account | An Account is defined as the client being billed, i.e., ‘Titan’ Account consists of multiple projects, for e.g., ‘Shopping experience’, ‘Product experience’, etc. |
| Project | Touchpoint analysis of a part of the Customer Journey or the entire Customer Journey can be a project. This can either be at a store level, a transaction level or even at an attribute level. |
| Sub-account | Multiple projects of the same type within an account can be grouped together into a sub-account to view their cumulative scores. |
| Project Type | Project type defines the type of experience for which the project has been set up e.g.: Customer Experience, Employee Experience etc. |
| Scores Tab | The Scores tab summarizes the scores of different questions to which customer responses received at an account and project level. |
| Engagement Tab | The Engagement tab provides details of requests and response parameters at an account and project level. |
| Summary Tab | The Summary gives a big picture of how the overall CX program has been running over time. |
| Details Tab | The Details provides comparison of data for any question included within the conversation across different levels of hierarchy, cohorts etc. |
| Overview Tab | The Overview tab is available at the account level and compares the NPS score across multiple parameters at once along with highlighting top and bottom performing cohorts. |
| Questions Tab | The Questions tab provides a summary of every question that has been included within the conversation. |
| Quick Insights Tab | The Quick Insights tab provides a quick summary of the dashboard highlighting the top and bottom performing levels across the hierarchy along with quartile analysis. In addition to this, it also includes details of top and bottom performing cohorts to highlight the pain points/actionable areas. |
| My Scores Tab | The Scores tab provides a history of scores specific to a user in case there has been a movement of the user across the organization/hierarchy. |
| Page Views Tab | The Page Views tab provides details of the number of users who have viewed a particular page within an organization which helps in figuring out the drop offs that happen during the entire conversation. |
| Project Selector | Lists down all the projects a user has access to and allows one to switch from one project to another. |
| Date Picker | The Date picker allows you to select the desired time frame for which you want scores to be populated on the dashboard and is available across all views. |
| Request Date | The date on which the invitation conversation link is sent to the customer through either of the channels (SMS, Email, etc.) is known as the request date. |
| Response Date | The date on which the customer responds on the conversation link is known as the response date. |
| Hierarchy Filter | The Hierarchy filter allows one to analyze data by drilling down into the organization hierarchy which has been setup at the project level. |
| Question Filter | The question filter enables a user to filter customer responses based on their response received on one or more questions. |
| Text Filter | Text filter allows one to filter customer responses based on the words used within the comments received. |
| Transaction Filter | The transaction filter enables one to filter responses on the basis of transaction parameters which are sent along with customer details when the request is created. |
| Action Filter | The Action filters allows users to filter responses based on all the extensible fields configured within the Action module. |
| Saved Filters | Set of one or more filters which are grouped and saved for easy access to all users at project level. |
