Advanced Comparison Report

The report operates in two modes:

Compares performance across your business locations. Each row represents one location and shows its CX metrics. Use this to:

• Identify your best and worst-performing locations
• Spot locations that need operational attention
• Benchmark new locations against established ones
• Validate whether a process change at one location should be rolled out company-wide

Compares performance across employee departments. Each row represents one department. Use this to:

• Compare customer satisfaction between service teams (e.g., sales vs. support vs. installation)
• Identify which departments need additional training
• Validate whether department-specific initiatives are working

Each location or department row shows:

Not all metrics appear for every organization. If you only use NPS surveys, the CSAT and CES columns will be empty or show N/A.

Choose between:

• All Time - Aggregate performance across your entire history
• Monthly - Select a specific month for period-specific analysis

Monthly views are critical for tracking progress. "All Time" masks recent improvements or declines behind historical averages.

Switch between Location and Department analysis. The table restructures automatically when you change modes.

The Advanced report supports saved configurations so you can define a standard view and reload it for recurring reports. This is especially useful for:

• Monthly leadership reports - Save a configuration with the metrics and mode your leadership team expects
• Quarterly reviews - Standardize the view so quarter-over-quarter comparisons are consistent
• Location manager views - Save a location-mode configuration that each manager can load

Configurations are saved via the report configuration API and persist across sessions.

Export the comparison data to Excel for sharing with stakeholders who don't have demeterrr access. The export includes all visible metrics in a formatted spreadsheet.

Common export use cases:

• Board or investor reports showing location performance
• Department head presentations with team metrics
• Quarterly business reviews with trend data

Compare groups with similar response volumes. A location with 10 responses and an NPS of 90 is not reliably outperforming a location with 200 responses and an NPS of 70. The larger sample is more statistically significant.

As a rule of thumb, groups need at least 30 responses for their metrics to be reasonably reliable.

If one location has a much lower response rate than others, its scores may be skewed. Low response rates often mean only the most motivated customers (very happy or very unhappy) responded, creating a biased sample.

Before comparing scores, check whether response rates are comparable. If they're not, improving response rate at the low-performing location is a prerequisite to meaningful comparison.

Not all locations or departments serve identical customer populations. A location in a high-traffic area may receive more impatient customers. A department handling complaints will naturally have lower satisfaction scores than one handling new sales. Factor these structural differences into your analysis.

After implementing a new process, training program, or tool at specific locations:

1. Run the report for the month before the rollout
2. Run it again for the month after
3. Compare the affected locations to the control group (locations without the change)
4. If the affected locations improved more than the control group, the rollout likely worked

When one location consistently outperforms others:

1. Investigate what they're doing differently (staffing, processes, culture)
2. Document their practices
3. Test those practices at lower-performing locations
4. Monitor the Advanced report over the next 2-3 months to confirm impact

Use the report to justify resource allocation decisions. A location with declining scores and increasing volume may need additional staff. A department with consistently low scores may need training investment.

• Use monthly comparisons rather than all-time for actionable insights
• Save your standard configuration so recurring reports are consistent
• Check response volumes before drawing conclusions from score differences
• Export for stakeholders who need the data but don't use demeterrr directly
• Track 3+ months of trends before making major operational decisions

For individual employee performance within departments, see Employee Performance Report.

For the complete reporting overview, see Reports Overview.

For question-level response analysis, see Questionnaires Report.