Who can use this feature?
- Admins
- Available on all plans
Weighting and time windows define your default tier-based, rolling data windows for score health grades of sentiment, engagement VoC, and relationships.
Set default weightings and rolling window
Changes to your default weightings will change other tier weights if you have not applied custom weightings for the tier(s).
- In Unison, click Settings from the left nav.
- Click Weighting & Time Windows.
- Set the Rolling Window for data (in days). Default is 30.
Unison analyzes data for each grade using a fixed-size window that "moves" through the data over time. As new data becomes available, the window shifts forward, dropping the oldest data point and adding the newest one from the scoring algorithm. - Adjust the weights for each health grade. Weights must add up to 100%:
- Sentiment
- Engagement
- Voice of the Customer
- Relationship
- For any adjustments made, click to preview the changes to distribution of relevant accounts.
- When satisfied with the adjustments, click Save Changes.
Set custom weightings and rolling window
Once you apply a custom weighting to a tier, changes to the default weighting do not apply to the custom tier.
- In Unison, click Settings from the left nav.
- Click Weighting & Time Windows.
- Locate the custom tier you want to adjust, and click to expand.
- Adjust the rolling window and weights for each health grade. Weights must add up to 100.
- For any adjustments made, click to preview the changes to distribution of relevant accounts.
- Toggle the Custom Weights option for the tier to ON.
- When satisfied with the adjustments, click Save Changes.