Driver AnalysisSpecialist Agent Hub · Customer experience

What should you fix first?

You measure dozens of things. Agents find the few that move your key metric, set them against how you perform, and hand you a deck that says where to act.

01 / Your question

It starts with your question.

Agents use your business question to recommend the models to fit, and write every finding around it.

You name the outcome — NPS, satisfaction, intent, churn — and the attributes that might move it; the deck opens on your question and answers it.

Before any model runs
  1. Ask for it. “What’s driving NPS in our business banking segment?” The platform recognises the intent and selects Driver Analysis.
  2. Map the variables — the outcome, the potential drivers, and any control variables, which are held constant in the model but left out of the importance table.
  3. Reverse-coded items. Any scale worded the opposite way is flipped, so a high score always means the same thing.
  4. The outcome scheme — NPS (Detractor 0–6, Passive 7–8, Promoter 9–10), top-2-box, a custom mapping or the raw values, suggested from the variable’s label for you to confirm.
Read the full guide

02 / The model plan

Several models, one honest comparison.

You confirm a recommended model plan; every model is cross-validated against the others.

  • Random Forest
  • Gradient Boosting
  • XGBoost
  • LightGBM
  • CatBoost
  • Linear
  • Logistic
  • PLS
  • Shapley Value Regression
  • MARS
  • Bayesian Linear
  • Neural Net (MLP)

The primary model sets the importance ranking. If another fits better on cross-validation, the report says so rather than hiding it.

How the plan is chosen

Without a usable question the plan falls back to rules: logistic regression and a random forest for a yes/no outcome, random forest and gradient boosting for NPS, PLS when there are many drivers for the sample size. Tree models can add SHAP explanations; linear models report p-values; Shapley value regression is exact up to 12 drivers.

03 / What matters

Every driver, ranked by what it moves.

Importance sums to 100% across the drivers, and each is tiered: primary, secondary or low priority.

Tiers come from where a driver falls in the spread of importance — the top quarter primary, the 40th to 75th percentile secondary. Drivers that are missing, constant or not numeric are left out, with the reason stated.

For NPS, two stages

Separate models for Detractor → Passive and Passive → Promoter, because what creates promoters is rarely the inverse of what creates detractors. Each stage needs at least 20 respondents.

04 / Where to act

Importance, against how you perform.

High importance and below-median performance is where to concentrate.

The map splits at the medians into four quadrants — Concentrate here, Keep up, Possible overkill and Low priority — with every driver labelled and its numbers in a table beside it.

05 / The answer

Get the answer, in a deck.

The PowerPoint opens on your research question and its answer, then shows the drivers and what to do.

Executive summary · Modeling approach · Driver findings and quadrant maps · Insights · Strategic recommendations — with the model comparison and an editable quadrant chart in the appendix.

The deliverables

What you take away.

The deck

Opens on your question and its answer; ends on what to do.

The report

A PDF write-up of the findings and how they were reached.

The tables

Importance, the model comparison and the quadrant data, as CSV.

The charts

A quadrant map for every outcome, ready for your own slides.

Use it when you hear

  • “What should we improve first to lift NPS?”
  • “We measure 30 things in our tracker — which ones actually matter?”
  • “Our experience team is trying to prioritise investments and needs evidence.”
  • “Why is NPS dropping? What’s behind the satisfaction lift in Q2?”
  • “We need a defensible story for the board on what’s moving the metric.”

Before you start

Bring a survey file.

File
SPSS .sav
The outcome
NPS, satisfaction, intent or churn
The drivers
Numeric attribute ratings
Optional
Control variables · subgroups

Want to know who your customers are, not what moves them? That’s a segmentation — Segmentation

Bring evidence to the next investment decision.

Start with your research question and finish with a deck that says where to act — the drivers, the quadrant map and the models behind them.