Increasingly Effective Site Visit Reports (Part 2 of 3) A site visit report should not be limited to providing a snapshot of a single location. It should give the franchisor a comprehensive overview of its entire network. Statistical Tools for a More Actionable Summary Let’s start with a preliminary note: to analyze site visit reports, the network headquarters must fully configure its audit forms in advance. Once finalized, these forms are packed with data that, when leveraged to their full potential, provide a comprehensive overview of the current status of all a franchisor’s locations regarding a specific topic. Once this valuable data has been collected, it is essential to be able to extract key insights in a clear and meaningful way. To this end, the use of statistical tools provides real added value. These tools allow you to gain an overview of the forms, as well as detailed insights into the questions, thereby enabling you to generate accurate reports and track your franchisees’ mastery of various key topics. In the first part of this three-part series on visit reports, you learned how to fine-tune the settings for your training visit forms. Now discover the second part, which covers adding statistical tools to your audit forms! This new feature provides you with general data on a form, giving you a quick snapshot of how well a topic is mastered across your locations. For example, you can see at a glance which areas of concern require further action, which areas your franchisees have mastered best, or even which forms haven’t been implemented at certain locations. A comprehensive overview through statistical tools for a more actionable summary With the goal of helping you maximize the potential of your visit reports, this section provides access to statistics for a selected form based on a time period you define. You can also use filters to select the locations, groups of locations, or coordinators that interest you for this form. This statistics section consists of three tabs; let’s take a look at them together: General Information: An overview of a specific form; the statuses of visit reports; the average across all your locations for a form and the distribution of ratings for each question; a top 3 list of the best and worst locations and questions 📊 Details: A detailed breakdown for each question on the form of your choice The average score for each category on a form The distribution of ratings and the average score for all questions within a category The average score for each location on a specific question 🏢 List of Locations: The average for each location on a selected form. If you’re already a customer and want to take advantage of all these new features, go to 🏢 Location Management → 👁️ Visit Report → ⏲️ Statistics. An overview of a specific form: Visit Report Statuses To help you make the most of your visit reports, this section provides access to statistics for a selected form based on a time period you define. You can also use filters to select the locations, groups of locations, or coordinators that interest you for this form. With an overview of the form of your choice, the General Information tab provides details on the number of reports and the number of locations associated with that form. It also shows the statuses of the reports found. The average across all your locations for a form and the distribution of ratings for each question. This information is followed by the average, as well as the minimum and maximum scores obtained for your form. A pie chart complements these results by showing the distribution of ratings for the various questions. A list of the top 3 best and worst locations and questions Still within the same tab, 🏢 Locations shows you the facilities that received the highest and lowest scores on the same form. Please note that this display may change depending on the amount of data. If there is limited data, only the location with the highest score and the one with the lowest score will be shown. Conversely, if a large amount of data is available, you’ll see the top 3 locations with the highest scores and the top 3 locations with the lowest scores. Following a similar principle, the ❓Questions that received the highest and lowest scores are displayed. A detailed report for each question on the form of your choice The average score for each category on a form The second tab, 📊 Details, presents all the questions on the form in detail. First, you’ll see the average score obtained by the locations for each category. If you’d like to learn more, simply click the “+” in the top right corner of each category to view the details. You’ll then see the questions included in the category you’ve expanded. The distribution of ratings and the average for each question within a category Once you’ve expanded the category of your choice, you’ll have access to additional information about the questions and locations. In this interface, two new tabs are available to you. The first is a ⚫ Summary with bar charts showing the distribution of scores for a given question, as well as the average score for that question across all relevant locations. The average score for each location for a question The second tab displays the List of Locations, showing the number of visit reports per location, as well as the individual average score for each location on that question. The average for each location for a form The last tab, 🏢 List of Locations, lists the specific average for each location for the form in your search. 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