Understanding Your Dashboard & Reports

Reveo gives you real-time visibility into your review reputation, team performance, and campaign effectiveness. This guide explains what each metric means and where to find it.

Home Screen Metrics

The metrics strip at the top of your Home screen shows your key numbers at a glance:

| Metric | What It Means | | Avg. Rating | Your average star rating across all review sources (Google, Facebook, etc.) | | Sent Invitations | Total review requests sent in the current period | | Unread Messages | Messages in your inbox that haven’t been read yet | | New Reviews | Reviews received in the current period | | Unanswered | Reviews that haven’t been responded to yet |

These numbers update in real time. Pull down on the Home screen to refresh.

Reports (More Tab)

Tap More in the navigation bar to access detailed reports.

Snapshot Report

The Snapshot gives you a periodic overview of your performance:

Time periods: Today, This Week, This Month

Funnel metrics: - Sent — total review requests sent

• Clicked — percentage of recipients who clicked the SMS link
• To Site — percentage who made it to the review site
• Reviews — total reviews received
• Opt-outs — people who unsubscribed from future requests

Performance section: - Avg. Rating — with trend arrow (up/down vs. previous period)

• New Reviews — with trend
• Requests Sent — with trend
• Unread Messages — current count

By Location (Owner/Admin only): When viewing “All Locations,” you’ll see a breakdown per location showing reviews, requests, and average rating. Tap a location to drill down.

Team Leaderboard

See how your team is performing:

Metrics you can sort by: - Requests Sent (default)

• Reviews Earned
• Avg. Rating

Time periods: Today, This Week, This Month

User drill-down: Tap any team member to see their personal funnel:

• Sent → Clicked SMS → Clicked Review Site → Left Review
• Individual send list with status tags for each request

Location filter: Filter the leaderboard by location (Owner/Admin see all locations, others see their assigned locations only).

Campaign Status

Track how each review request campaign is performing:

Summary funnel: - Sent, Clicked %, To Site %, Completed, Opt-outs

Per-campaign cards: Each campaign shows:

• Campaign name and type (Review Request, Survey)
• Active/Paused status
• Date range
• Individual funnel metrics
• Progress bar (completed / sent ratio)

Filter by: All, Active, Paused

Location filter: Same role-based filtering as the Leaderboard.

Understanding the Review Funnel

The funnel shows how review requests convert from send to review:

Sent (100%) └→ Clicked SMS (typically 60-80%) └→ Clicked Review Site (typically 40-60% of clicks) └→ Left Review (typically 30-50% of site visits)

Good benchmarks: - SMS click rate above 70% = strong messaging

• Review site click rate above 50% = good landing page
• Review completion above 30% = healthy conversion

If numbers are low: - Low SMS clicks → message might be too long or impersonal

• Low site clicks → review link might be broken or confusing
• Low completions → consider simplifying to Google-only (fewer steps)

Location Picker

Reports with location pickers let you view data for different locations:

Owner/Admin: See “All Locations” aggregate or drill into any specific location Manager: See only your assigned locations (no “All Locations” option) Team Member: See only your assigned locations Field Tech: See only your assigned location (no picker shown)

Trend Indicators

Throughout the reports, you’ll see trend arrows:

• Green ▲ — metric improved compared to the previous period
• Red ▼ — metric declined
• No arrow — no change

Trends compare the current period to the same length period immediately before (e.g., This Week vs. Last Week).

Tips for Using Reports

• Check the Snapshot weekly — look for trend arrows going the wrong direction
• Use the Leaderboard to motivate — share rankings with your team
• Monitor Campaign Status — pause campaigns with high opt-out rates
• Drill into users — if a team member’s conversion is low, check if they’re sending to valid phone numbers
• Compare locations — if one location has much lower ratings, investigate the customer experience there

Next Steps

• User Roles Explained → — understand what each role can see in reports
• Managing Your Team → — use leaderboard data to improve team performance
• Setting Up Campaigns → — create and configure review request campaigns

Last updated: June 2026 · Reveo Help