Overall Customer Satisfaction – Portfolio Managers metric

Identifies operational performance of the real estate department in delivering real estate project services based on portfolio manager evaluations that are submitted by clients.

Details of the metric Description
Name Overall Customer Satisfaction – Portfolio Managers
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 portfolio manager evaluations.
Source Customer Focus Group
Measurement Total Survey Response Score / Total Survey Question Possible Score
Dependent data that is calculated
  • Portfolio Manager 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: triMetricFact

Business Object: triSurveyFact

Metric Queries: triSurveyFact - Metric - Overall Customer Satisfaction - Portfolio Managers (Score)
Drill paths
  • Geography
  • Portfolio Manager
  • Question Category
  • Capture Period
Interactive filters
  • Geography
  • Question Category
  • Portfolio Manager
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)