Business Health CATScan - Sample Report

The CATScan Report provides a comprehensive analysis of how clients view the performance of the Adviser measured across nine Key Performance Indicators - as well as presenting back all client comments. The overall analysis includes:

KPI Comparator:

Category Avg. Nation Avg. Variance Quartile
1. Understanding 4.22 4.21 +0.01 50-75%
2. Business Relationship 4.44 4.42 +0.02 50-75%
3. Financial Knowledge 4.36 4.29 +0.07 50-75%
4. Range of Financial Services 4.16 4.16 0.00 50-75%
5. Implementation of Solutions 4.07 4.11 -0.04 50-75%
6. Professionalism of Business Practice 4.55 4.40 +0.15 75-100%
7. Standard of Support Staff 4.51 4.37 +0.14 75-100%
8.Financial Review Process 3.71 3.94 -0.23 0-25%
9. Communication 4.06 4.07 -0.01 50-75%
Your average score across all categories was 4.23. Your own clients scored you most highly for the category of 6. Professionalism of Business Practice with an average of 4.55. Conversely, the category of 8. Financial Review Process received the lowest average score from your clients with an average of 3.71.

This table is designed to provide a concise summary of how clients view the performance of their Adviser by KPI. You can clearly see where clients rate performance highly - and where they think performance could be improved.

The table also enables comparison to the national benchmarks - allowing Advisers to see how their performance compares to the performances of their peers.

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KPI Quartile Graph:

Category 0-25% 25-50% 50-75% 75-100%
Points 1 2 3 4
1. Understanding        
2. Business Relationship        
3. Financial Knowledge        
4. Range of Financial Services        
5. Implementation of Solutions        
6. Professionalism of Business Practice        
7. Standard of Support Staff        
8.Financial Review Process        
9. Communication        

Based on points assigned to each category and quartile, you scored 27 points out of a maximum of 36 points

This ranked you in the top 50% of the Benchmarking group.

This table summarises Adviser performance by looking at the benchmark quartile result for each KPI. In this case the Adviser rated well in the areas of "Professionalism" and "Support Staff" relative to the benchmark group - but performed in the lowest quartile for the "Financial Review Process".

By assigning points based on quartile performances an overall measure of Adviser achievement is possible - and here the Adviser scored 27 out of a maximum of 36 points to rank in the top 50% of all Advisers benchmarked.

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KPI Details (Understanding Client Needs):

Score Breakdown:

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