Skip to content
FSRevsFSRevs User Guide

Dashboard

What This Page Covers

Section titled “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

Section titled “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.

Recent Responses

Section titled “Recent Responses”

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

Review Flows Tab

Section titled “Review Flows 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

Custom Forms Tab

Section titled “Custom Forms 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

Each tab shows its five newest completed responses. The lists are not paginated, exclude incomplete Custom Form submissions, and only include records your role and location access allow you to see.

Use View all review activity or View all form activity above the tabs to open the corresponding cross-Flow or cross-Form activity view. If a tab has no accessible completed responses, it shows No completed responses yet.

Quick Actions from the Dashboard

Section titled “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

Section titled “Notes and Caveats”
  • Dashboard data is filtered by your permissions — different team members may see different locations and data
  • The recent response lists show completed activity only
  • 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).
Section titled “Related Pages”