Dashboard

What This Page Covers

The dashboard is your portal’s home page. It provides an at-a-glance view of your locations and recent customer activity.

Use it for a workspace overview. For the funnel, answers, delivery, destinations, and attribution of one Review Flow or Custom Form, open that builder’s Reports page instead.

Locations Overview

The top section shows a summary of all locations you have access to, including:

Information	What It Shows
Location name	The name and identifier of each location
Status	Whether the location is active
Phone	The location’s contact number
Timezone	The location’s configured timezone
Public page	A link to the location’s public testimonial page
Team counts	Number of users, managers, and employees at each location

If you have permission to edit a location, you can click through to its settings directly from the dashboard.

Note

You’ll only see locations that your role gives you access to. If you expect to see a location that’s missing, contact your account administrator about your role assignments.

Recent Responses

The lower section shows your most recent customer activity in two tabs:

Flow Activity Tab

Shows the most recent responses to your review flows:

• Customer name and contact info
• Which flow they responded to
• Sentiment/rating (if collected). If the flow used Customer Recommendation Score, the dashboard shows the score as X of 10.
• When they responded
• Quick actions: view the Customer Journey, see media, contact the customer

Form Responses Tab

Shows the most recent submissions to your custom forms:

• Customer name and contact info
• Which form they submitted
• When they submitted
• Quick actions: view details, see media, contact the customer

Both tabs show the 10 most recent records by default and are filtered to only show data from locations you have access to.

Quick Actions from the Dashboard

From the dashboard, you can:

• Click any location to view or edit it
• Click any response to view its full details
• Use contact actions to email or call a customer
• Navigate to any portal section from the sidebar

Notes and Caveats

• Dashboard data is filtered by your permissions — different team members may see different locations and data
• The recent responses lists show completed and in-progress activity
• Timestamps use each location’s configured timezone
• Customer Recommendation Score responses are grouped as At-Risk (0–6), Neutral (7–8), and Advocate (9–10).

Related Pages

• Flow Activity — Full list of all flow responses
• Form Responses — Full list of all form submissions
• Understanding Locations — How locations work
• Roles & Permissions — Why you might not see certain data
• Flow & Form Reports — Detailed reporting for one Review Flow or Custom Form
• Smart Link Analytics — Traffic and outcomes for one Smart Link