Portfolio Summary (beta)

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Portfolio Summary provides a way for you to view performance across a portfolio of products. This view allows you to quickly identify areas that require attention or improvement. The portfolio summary includes the Apps table and the App Landscape widget, which show the performance of all apps in the Pendo subscription at the same time.

Portfolio Summary requires a multi-app subscription and allows you to filter data displayed in all widgets using a single set of global filters for segment, date range, and app. You can use the portfolio summary to monitor the relative performance of each of your apps, compare your apps against each other, and focus on the apps that are performing better or worse than others.

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Note: This offering is currently in closed beta, available to select Pendo customers for testing. The information that follows isn't a commitment, promise, or legal obligation. The development, release, and timing of any features or functionality described here are subject to change at the discretion of Pendo, which can occur without notice. If you're interested in getting early access and providing feedback, contact your Pendo account representative.

Apps table

The Apps table provides a comprehensive overview of how your Pendo apps are performing across a comprehensive set of metrics. Scores and trending changes are reported for Product Engagement Score (PES), Net Promoter Score (NPS), attach rate, active visitors, and active accounts.

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Each table column is defined as follows:

  • Product Engagement Score (PES) is a composite objective metric of adoption, growth, and stickiness that requires Core Events to be configured. For more information, see Product Engagement Score (PES).
  • Net Promoter Score (NPS) is a subjective measurement of user satisfaction indicated by a standardized NPS poll, which requires an active Pendo NPS poll. For more information, see Set up an NPS survey.
  • Attach Rate indicates how much of your total customer base owns a particular product and indicates opportunities for cross-selling. It's calculated by dividing the number of accounts in an app by the total number of accounts across all apps.
  • Active Visitors represents the number of active visitors in a given period.
  • Active Accounts represents the number of active accounts in a given period.

Trending data is also provided alongside these metrics. Trending is the calculated difference between the KPIs in the given time period compared to the preceding equal time period.

To populate data in the Apps table, select the ellipsis in the top-right corner of the table and choose the active NPS poll for each app.

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Select the Download CSV icon in the top-right corner of the table to export the values as a CSV so that you can add this data to presentations and reports outside of Pendo.

App Landscape widget

The App Landscape widget provides a scatter plot visualization of how apps compare to one another in terms of NPS, PES, and overall number of active visitors or accounts.

Apps are represented as circles on the graph. The x-axis is NPS, while the y-axis is PES. The relative scale of each app by active visitors or accounts is represented by different sized circles, where larger populations have larger circles.

PortfolioSummary_AppLandscape.png

You must have an active NPS poll and PES to display data in the App Landscape widget. To populate graph data, select the ellipsis in the top-right corner of the widget and choose the relevant NPS poll for each app. You can select visitors or accounts to indicate the relative population of each app in the visualization.

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