Overall Customer Satisfaction – Preferred Providers – My Projects metric

Allows the logged in real estate transaction manager to identify the 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.

Details of the metric Description
Name Overall Customer Satisfaction – Preferred Providers – My Projects
Category Customer
Analysis objective for exception conditions Determine root cause of negative survey responses that are submitted.
Description Informs the logged in real estate transaction manager 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 RE Transaction Manager
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 - Preferred Providers - My Projects (Score)
Drill paths
  • Geography
  • Preferred Provider
  • Question Category
  • Capture Period
Interactive filters
  • Organization
  • Question Category
  • Preferred Provider
Static filters RE Projects completed in data point refresh period, Active User (USERID) = Project Manager
Time Months
Data point refresh rate Monthly
License dependency
  • Real Estate
  • Facilities
Functional dependency
  • Space Use Agreements (Real Estate)
  • Space Allocations (Facilities)