Overall Alignment

The Overall Alignment report represents the percentage of the alignment type for survey responses and self assessments. A question response can be Significantly Misaligned, Slightly Misaligned, or Aligned. An Aligned response means that the difference between the two responses is less than 1 point. A Slightly Aligned response means that the difference is either 2 or 3 points. A Significantly Misaligned response means that the difference is more than 3 points.

Gap Analysis

The Gap Analysis report displays the percentages of each type of gap between a client response and a relationship owner self-assessment. An Agreed Strength is when the client and the relationship owner both give a high score to a question. This is a part of the relationship that is going well and both parties recognize that, congrats!  An Agreed Weakness is when the client and the relationship owner both give a low score. This is a weakness within the relationship, but both parties have recognized that, give these pieces some focus to secure the relationship. A Blind Spot is when the client gives a low score but the relationship owner gives a high score. These parts of the relationship should be focused on with priority because the relationship owner is unaware of the client’s perceptions. An Undervalued Advantage is when the client gives a high score but the relationship owner gives a low score. This is a piece of the relationship that is going well, but now the relationship owner can now recognize that the client thinks it's going well. 

Gap Analysis by Account Field

The Gap Analysis by Account Field report provides the gap analysis breakdown for the different categories of an account field. Use the Account Field dropdown to filter for different Account Fields. An Agreed Strength is when the client and the relationship owner both give a high score to a question. An Agreed Weakness is when the client and the relationship owner both give a low score. A Blind Spot is when the client gives a low score but the relationship owner gives a high score. An Undervalued Advantage is when the client gives a high score but the relationship owner gives a low score.