Hierarchy Comparison Dashboard

This article provides an overview of how hierarchy comparison dashboards are used, how to view hierarchy comparison dashboards, dashboard features, how to create and manage hierarchy comparison views. 

OVERVIEW

With the Hierarchy Comparison Dashboard users now have the ability to easily compare data across multiple locations, regions, or hierarchy nodes. These dashboards are fast and easy to build. The dashboard offers 1 pre-built data table and 1 pre-built chart (described below) that give an easy-to-understand visual summary of how various hierarchy nodes or locations are performing compared to each other. 

By analyzing how locations are performing against other locations, regions, or hierarchy nodes, users may quickly pick out areas and specific locations that are not up to business standards. These insights can be used to inform action plans to scale success or drive improvements moving forward.

Additionally, this dashboard allows customers to chart data from multiple programs and products and compare across two locations. For example, Customers can now chart CSAT scores with mystery shopping scores AND chart Survey cleanliness scores with operational scores focused on cleanliness and compare performance for different hierarchy segments.

Check out our video overview here: 

Table 1: Comparison Table

The first table highlights how selected locations are performing across various time periods i.e. this month, the previous month, and the last 3/6/9/12 months (based on user date range selection). 

The table in yellow represents the users’ primary hierarchies and the table in blue represents the benchmark hierarchies that they have chosen to compare against.

Chart 2: Bar Chart Comparison 

This bar chart gives a visual representation of how the primary hierarchy is performing compared to the benchmark hierarchy for each data point in the selected time period. Users can clearly see the difference in performance and identify areas that they may need to improve.

VIEW A HIERARCHY COMPARISON DASHBOARD

Note: In order to view a performance trend dashboard, a permitted user must have previously created and shared a version of this dashboard with you.

1. Within Intelligence (IQ), navigate to the dashboard menu. 
2. Select the Hierarchy Comparisons Dashboards expansion arrow.  If you have Hierarchy Comparisons views available to you, simply click the dashboard to view.
   
   
3. Each time you load a Hierarchy Comparison view, the primary and benchmark hierarchy selections will return to the view's default. You can change either selection by clicking the dropdown and adjusting the selected hierarchy nodes. 
   

If you do not have any Hierarchy Comparison views available, you will arrive at an empty state. If permitted, you can create a Hierarchy Comparison view. Otherwise, an admin user or user with 'Advanced IQ' permissions must create and share a hierarchy comparison view with you.

HIERARCHY COMPARISON FEATURES

The following features are available for the Performance Trend dashboard:

• Global Filters (note: some views may have fixed filters applied)
• Add to Favorites (note: this will move views to the top of the list)
• PDF download
• Subscriptions

CREATE A HIERARCHY COMPARISON 

Note: In order to create a performance trend dashboard, you must be an admin user, or have been granted the 'Advanced IQ' or 'Create Custom Dashboards and Custom Records Lists' user permission.

1. Navigate to the 'Dashboards' section of IQ.
2. Select the '+' icon within the dashboard menu pane.
3. If your organization has access to the Intouch 'Advanced Reporting' package, select 'Create Canned Dashboard'. If you do not have the Intouch 'Advanced Reporting' package, proceed to step 4.
   
4. Click on the 'Hierarchy Comparison' dashboard, then 'Select Dashboard' button
   
5. Provide a name for the new Hierarchy Comparison view, and determine who this view should be shared with. Note: These settings CAN be adjusted later.
   
6. Each Hierarchy Comparison must focus on a single metric. You may choose from: 
   • Record Count (Sum)
   • Score Percentage (Min, Max, or Average)
   • Score Value (Min, Max, or Average)
     
7. Each Hierarchy Comparison must focus on a single data type. You may choose from: 
   
   • • Product
     • Program
     • Section
     • Question
     • Question Tag
8. Once you have selected you data focus, you can begin adding individual data points via drill down selector using the '+'.  You may add multiple data points, and as you add data points, the preview pane will update.
   
9. Once you have added your data, click on the Filters tab. Here you will select the time period you would like to view for trending. Additionally, if you wish to apply any fixed filters to your view, such as a hierarchy tag, you can do so here. 
   
   
10. If you wish to change the name, sharing settings, or advanced settings of the view, this can be done via the 'Settings' tab. 
    
    The advanced settings option allows any user the view is shared with to select ANY hierarchy node for comparison beyond their hierarchy association(s).
11. When you are finished, save your view.
    

MANAGE HIERARCHY COMPARISON VIEWS

Note: In order to manage a Hierarchy Comparison view, you must be an admin user, or have been granted the 'Advanced IQ' user permission. Users with 'Advanced IQ' permissions are only permitted to modify the views they have created.

Management features of the Hierarchy Comparison Dashboard include:

• Edit (update any of the fields throughout the create process)
• Copy (duplicate the view to share with additional users, or create an additional similar view)
• Delete (remove the view for ALL users)