Understanding the Reputation Overview Dashboard
Reputation Overview Dashboard
The Reputation Overview dashboard in your CRM provides a comprehensive summary of your business's online reputation. You can access it by navigating to the Reputation section and selecting the Overview tab within a sub-account.
Before You Begin
Each section on the dashboard includes a filter option, accessible by clicking the three-dot menu within that section, allowing you to adjust the time period for the data displayed.
Invite Goals
This section displays pre-set, non-editable numerical targets that incrementally increase as each goal is met, helping you track progress in review generation efforts.
Reviews Received
Shows the total number of reviews collected during the selected time period. Reviews are pulled from integrated platforms like Google and Facebook. To retrieve reviews, ensure these platforms are connected in your sub-account under Settings > Integrations. The sources are listed at the bottom left of this tile.
Online Listings
If Yext is enabled and the location is subscribed, this area provides an overview of your online listings. Click View Status in the top right for more details. Agency users can click Manage Listings to administer sub-account listings.
Avg Rating
Calculates the average star rating from all reviews received within the filtered timeframe, derived by dividing the total stars by the number of reviews.
Sentiment
Analyzes customer feelings about your business using a language model to classify written reviews as Positive, Neutral, or Negative. For reviews without text, sentiment is determined by star rating: 4–5 stars are Positive, 3 stars are Neutral, and 1–2 stars are Negative. Historical reviews have been rescored to reflect this improved method, and trends and breakdowns show both past and new data.
Invite Trends
Displays the total number of review requests sent via SMS and email within the selected period.
Review Trends
Presents a bar graph showing the number of reviews received month over month.
Latest Review Requests
Lists the most recent review invitations, including the recipient, the channel used (SMS or email), and the send date.
Latest Review
Shows the most recent reviews left by contacts on platforms like Facebook and Google.