Overall customer satisfaction – preferred providers metric

Identifies operational performance of external preferred providers, such as brokers, in delivering real estate project services based on preferred provider evaluations that are submitted by portfolio managers.

Name
Overall Customer Satisfaction – Preferred Providers
Category
Customer
Analysis objective for exception conditions
Determines root cause of negative survey responses that are submitted.
Description
Informs management of the average scores of preferred provider evaluations.
Source
Customer Focus Group
Measurement
Total Survey Response Score / Total Survey Question Possible Score
Dependent data that is calculated
Preferred Provider Evaluations:
  • Total Survey Response Score
  • Total Survey Question Possible Score
Roles
  • EN Workplace Executive
  • RE Executive
Display chart types
Score-based: Horizontal Stacked Bar Chart (Capture Period: Vertical Stacked Bar Chart)
Thresholds
  • Low Threshold: .58 (58%)
  • High Threshold: .78 (78%)
  • Range 1: Poor/Negative/Red
  • Range 2: Under Performing/Caution/Yellow
  • Range 3: Good/Positive/Green
Fact details
Module: triMetricFactBusiness Object: triSurveyFact

Metric Queries: triSurveyFact - Metric - Overall Customer Satisfaction - Preferred Providers (Score)

Drill paths
  • Geography
  • Preferred Provider
  • Question Category
  • Capture Period
Interactive filters
  • Geography
  • Question Category
  • Preferred Provider
Static filters
  • Survey Type = Real Estate
  • Survey Form Name = Portfolio Manager Evaluation Survey
Time
Months
Data point refresh rate
Monthly
License dependency
  • Real Estate
  • Facilities
Functional dependency
  • Space Use Agreements (Real Estate)
  • Space Allocations (Facilities)