Vendor Reporting - Web Portal

Access level: Any Member with access to review Vendor surveys

To access the Client Feedback Tool Vendor Web Portal, take the following steps:

1.      Go to: www.vendor.clientfeedbacktool.com

 

2.      Enter in your Client Feedback Tool (CFT) user credentials

 

3.      Date Range: Data is displayed for the past 1 year. You can narrow or expand data results by:

a.      Click Date Range

b.     Select new Dates

c.      Click Apply

4.      The available data includes ALL Vendor feedback for your firm within the specified Date Range

 

5.      Find desired Vendor and click View Reports to redirect to a report displaying the following:

a.      Vendor Name

b.      Feedback Results with Date Range

c.      Explanation of what is displayed

d.      Client Feedback Tool survey Met Expectations Scale

e.      Wheel graph of where responses fall, with color key

f.       Bar Graph by Question Category; with color key

g.      Project Table: provides responses by project

6.      Download Report

a.      In the top left corner of the web browser, you will find a download button. This allows you to download the specific report into a PDF file.