Hierarchical Reporting Introduction
Updated
This functionality assists you in arranging survey data in line with your organization’s hierarchy, facilitating easier access and analysis of pertinent information for teams at various levels. The organized method guarantees that feedback data can be efficiently leveraged across numerous survey initiatives.
Business Use Cases
Multi-Level Team Performance Analysis: Organizations often face challenges when trying to interpret survey results across different segments, especially when data lack structure or location-level breakdowns. With Hierarchical Reporting, teams can organize survey responses by relevant levels, such as region, location, or team, making it easier to identify where performance gaps exist. This structured view enables targeted actions based on specific areas of concern, helping to improve experiences and outcomes across the organization.
Strategic Feedback Monitoring Across Hierarchies: Organizations often struggle to get a clear, consolidated view of feedback across multiple locations or business units, making it difficult to track trends or evaluate the impact of initiatives. With Feedback Aggregation, teams can structure survey data by levels such as organization, region, and location, enabling high-level summaries while still surfacing recurring issues at the ground level. This structured insight helps decision-makers assess performance, measure the success of initiatives, and prioritize investments where they’re needed most.
Key Features
The important features are listed below:
Granular Insights: Teams can analyze specific segments, such as individual stores, departments, or regions, to understand targeted feedback and identify areas for improvement.
Customizable Dashboards: Level heads and senior leadership receive automated, role-specific reports that summarize feedback across their hierarchy levels. These dashboards do not require manual customization.
Dynamic Updates: Admins can update hierarchy data by uploading an Excel file containing only the rows that need modification, simplifying the process of keeping organizational data up to date.
One-Time Setup: The hierarchy can be set up once using a guided process with Excel or CSV files. This structure is then used for analysis across multiple survey projects, avoiding repetitive setup tasks.
Using hierarchical reporting, organizations can analyze survey data across multiple levels, such as regions, locations, and departments, to uncover actionable insights. For example, a regional manager may identify customer dissatisfaction in urban stores due to long checkout times, leading to the implementation of a digital queue management system that improves satisfaction. Similarly, Customer Experience Officers in global organizations can monitor feedback across corporate, regional, and property levels. When recurring issues like housekeeping delays surface in a specific region, they can allocate resources to improve service standards, resulting in a measurable boost in metrics like Net Promoter Score (NPS).
Key points to note
Currently only designation based hierarchy is supported.
Excel upload is the supported way for ingesting data.