On your Dashboard, you'll see a detailed view of revenue, clients, requests, and reviews.
There are two areas wherein you could see the Request and Reviews Reporting:
Dashboard
Reports
Requests
Reviews
Dashboard
The essential metrics are displayed straight on the Dashboard.
Revenue
The Revenue tab shows the total revenue for the selected time period. The Revenue Rate (green or red percentages on the lower right) shows the increase or decrease of revenue based on the previous period.
The primary color line graph plots the Revenue on each date and the grey-colored line shows the Revenue from the previous period.
Clients
The Clients tab shows the total number of clients onboarded for the selected time period. The Clients Rate (green or red percentages on the lower right) shows the increase or decrease of clients based on the previous period.
The primary color line graph plots the Clients onboarded on each date and the grey-colored line shows the Clients from the previous period.
Requests
The Requests tab shows the total number of tasks for the selected time period. The Requests Rate (green or red percentages on the lower right) shows the increase or decrease of the number of tasks based on the previous period.
The donut chart visually shows the number of tasks in a status.
On the right, there are two new statistics introduced:
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1. Average time to completed - this is the average number of days and hours from the start to the completion of the project. A rate is also displayed on the right based on the previous period.
2. Average time to first reply - this is the average number of days and hours of the first response to the new task. A rate is also displayed on the right based on the previous period.
Reviews
The Reviews tab shows the average review score for the selected time period - a score of 5 being the highest. The Reviews Rate (green or red percentages on the lower right) shows the increase or decrease of the review average based on the previous period.
The bar chart visually shows the number of reviews per score.
Reports
Specific Reports can also be accessed via Dashboard > Reports (Requests or Reviews)
Requests
The Requests Report page can be accessed via Dashboard > Reports > Requests. This page features a myriad of metrics on the platform activity.
You can set specific filters on the Requests Report based on Team Member, Organization, Client, Services, Tags, and Time Period.
The first table shows the Requests line graph wherein the number of requests are shown on specific dates.
The next metric is Requests per status, similar to the Dashboard summary, it's the number of requests that belong to a particular status. This is displayed using a Donut graph.
Requests per service is the number of requests that belong to a particular service. Again, this is also displayed using a Donut graph.
Apart from the graphs, there are several statistics displayed on the bottom part of the page. These statistics are paired with corresponding rates based on the previous time period.
Average Number of Comments - the average number of comments on requests
Average Number of Status Changes - the average number of times request statuses has been changed
Average Time to Completed - the average time of a request from start to completion
Average Time to First Reply - the average time it takes for a request to have the initial response
Average Rating - the average review rating (1-5)
Completed Requests - the number of completed requests of a given time perioed
Pending Requests - the current pending requests on a given period
Reviews
The Reviews Report page can be accessed via Dashboard > Reports > Reviews. This page features a myriad of metrics pertaining to client reviews.
Reviews and Average Ratings can be seen as bar graphs based on a certain time period.
You can filter through with Team Member, Organization, Client, Services, and date to narrow down the reporting view.
Additional information is displayed such as the Rating count, Team Member Rating count, Organizations Rating count, and Services Rating count. These are the number of ratings given to a member, an organization, or a specific service.
Lastly, there's another section for Recent reviews.