Managing Your Team

Reveo gives managers and owners visibility into how their team is performing — who’s sending the most review requests, who’s getting the best results, and where to focus coaching.

Team Leaderboard

Find the leaderboard at More → Team Leaderboard .

What It Shows

Your team ranked by performance for the selected time period:

Metrics you can sort by: - Requests Sent — total review requests sent (default)

• Reviews Earned — how many reviews resulted from their requests
• Avg. Rating — average star rating of reviews their customers left

Time periods: Today, This Week, This Month

Reading the Leaderboard

Each team member shows:

• Rank (1st, 2nd, 3rd get gold, silver, bronze styling)
• Name and avatar - Metric value for the selected sort
• Trend arrow — up or down compared to the previous period

Drilling Into a Team Member

Tap any team member to see their personal performance:

Personal funnel: - Sent → Clicked SMS → Clicked Review Site → Left Review

• Shows the conversion rate at each step

Individual send list: Each review request they sent, with status:

• Sent — delivered to customer
• Clicked SMS — customer opened the link
• Clicked Review Site — customer reached the review page
• Left Review — customer submitted a review
• No Action — no response yet

This is the same view the team member sees when they tap “View My Sends” on the Send tab.

Location Filtering

Owner/Admin: See leaderboard across all locations, or filter to a specific one Manager: See only team members at your assigned locations Team Member/Field Tech: See the full team at your assigned location(s)

Use the location chips or dropdown at the top of the leaderboard to switch.

Home Screen Team Sections

Manager Home

• Team Performance section shows a summary of your team’s activity
• Action cards include Assign and Escalate buttons
• Tap Assign to delegate a task to a specific team member
• Tap Escalate on urgent items to flag them for the owner

Owner/Admin Home

• Team Overview section shows business-wide team activity
• Locations Overview shows performance per location
• Action cards include Escalate and Delegate buttons
• Tap Delegate to push a task down to a manager

Action Queue Buttons by Role

| Role | Buttons on Action Cards | | Field Tech | Reply, Call (simplified — no AI Draft) | | Team Member | Reply, AI Draft, Call, View (standard) | | Manager | Standard + Assign + Escalate (on urgent) | | Owner/Admin | Standard + Escalate + Delegate (on urgent), Delegate (on important) |

Tips for Team Management

• Check the leaderboard weekly — recognize top performers publicly
• Drill into low performers — look at their funnel. If they’re sending but not getting clicks, the message might need work. If they’re not sending at all, it’s an activity issue.
• Use Assign strategically — route tasks to the team member best equipped to handle them
• Escalate sparingly — only flag items that truly need owner attention
• Compare locations — if one location’s team is outperforming another, share what’s working

Coming Soon

• Team Performance dashboard on the Manager and Owner Home screens — real-time team metrics without navigating to the Leaderboard
• Task assignment — assign specific action items to team members with due dates
• Performance alerts — get notified when a team member falls below their typical activity level

Next Steps

• Understanding Your Dashboard → — see how team metrics fit into the bigger picture
• User Roles Explained → — understand what each role can see and do
• Setting Up Campaigns → — create campaigns for your team to use

Last updated: June 2026 · Reveo Help