Know your top advocates and growth opportunities

Know where you’ve been most successful, which accounts are your biggest fans, and how to leverage positive feedback for more business.

Individual Contacts Overview page

Note: This guide provides an overview of the steps that will uncover use case-specific insights. For a detailed breakdown of each data point and dashboard feature mentioned, turn to Understanding Dashboard views and features and Key terminology explained.

Step 1: Find your passive and active advocates

Individual Contacts view of your TRR Dashboard is the best place to turn to if you’re looking to identify accounts and contacts that hold your best growth opportunities.

Individual Contacts menu button

Here you’ll see a list of the individuals surveyed, including:

  • Their job position and seniority

  • Contact priority (Critical, Primary, or Standard)

  • The rating they’ve given in the past seven TRR rounds

This will let you immediately spot the contacts who have given a consistently high rating:

  • Passive advocates (who’ve rated you at 8) 

  • Active advocates (who’ve rated you at 9 or 10)


The Round Numbers section in particular is helpful in identifying emerging positive or negative trends in customer feedback.

Use the “Search” box at the top of the page to find the rating given by a specific customer contact.

Use dashboard filters to see the ratings given by contacts within a specific market, sector, or account.

Ratings by round section

Step 2: Identify growth opportunities

To identify the accounts that hold the biggest growth opportunities, turn to the Opportunity tab of the page.

Individual Contacts - All, Risk & Opportunity tabs

Here you’ll find all the Critical Contacts who are also active advocates (who've given a rating of 9 or 10 in the current round). 

These are the relationships you can leverage for further growth opportunities. To further prioritise this contact list, examine the rating given in the past few rounds.

Individual Contacts filtered by Opportunity

Step 3: Plan for a response

Click on any of the contacts in the Opportunity view to see the full contact history:

  • The ratings they’ve given at each round

  • The positive and negative feedback they’ve shared

This information will help you better target your response by knowing:

  • Their priorities 

  • Their history as a client

  • What shortcomings they see

  • What they value most about working with you

Turn to this article for an overview of the dos and don'ts of responding to customer feedback.