The Reputation Metrics Dashboard is designed to help you understand what’s working, what’s not, and where to optimise across review requests, reviews, responses, AI adoption, widgets, QR codes, and more.

At the top of the dashboard, you’ll see filters that control what data you’re viewing. This guide explains how those filters work, what they affect, and how to use them to answer real business questions.

Where filters appear

At the top of the dashboard you’ll find:

  • Date Range filter (required)

  • Page/Platform filter (optional; e.g., Google, Facebook, Yelp, etc.)

You may also see a message like: “Data shown is based on your selected date range.”
That means every metric on the page updates based on the filters you’ve applied.

1) Date Range Filter

What it does

The Date Range filter controls the time window used to calculate all dashboard metrics—such as invites sent, reviews received, response time, sentiment trend, and conversion rates.

Available options

  • Today

  • This Week

  • This Month

  • Last 3 Months

  • Last 6 Months

  • All Time

  • Custom Range

How to use it

  1. Click Date Range

  2. Select a preset (like This Month) or choose Custom Range

  3. The dashboard refreshes automatically with the updated time window

What changes when you change Date Range

The following will update to match your selected timeframe:

  • Trend charts (reviews, ratings, sentiment, video submission trend)

  • Funnel metrics (sent → delivered → clicked → reviews submitted, etc.)

  • Rates (like conversion rate, AI response rate)

  • Totals (like widget impressions, QR scans)

  • “vs previous period” comparisons (if shown)

Example use cases

  • Check weekly performance: Set This Week to see how review requests and responses are trending right now.

  • Measure impact after rollout: Set Last 3 Months to assess improvements in conversion rate or AI response adoption.

  • Baseline performance: Use All Time to understand long-term reputation growth.

2) Page / Platform Filter (Google, Facebook, Yelp, etc.)

What it does

The Page/Platform filter narrows dashboard metrics to a specific review platform (for example: Google only), so you can compare performance platform-by-platform.

When to use it

Use Page/Platform filter when you want to answer questions like:

  • “Are we getting more reviews on Google or Facebook?”

  • “Where are we slowest to respond—Google or Yelp?”

  • “Which platform has more negative sentiment recently?”

What it affects

Depending on the metric, the Page/Platform filter can update:

  • Reviews received + rating trends

  • Response performance (like average response time, unresponded reviews)

  • Sentiment trend (positive/neutral/negative)

  • Any platform-specific reporting (e.g., Google Reviews response performance)

Note: Some invite/request metrics are channel-based (Email/SMS/WhatsApp) rather than platform-based. In those cases, platform filtering may not apply to the “sent” portion—but it may apply to the reviews received side if those reviews are tied to a platform.

How filters work with key dashboard sections

Review Request Metrics (Channel split + funnel)

These metrics help you see performance by delivery channel:

  • Email

  • SMS

  • WhatsApp

Use Date Range to define the period, then use the channel split/toggles (if available) to compare funnel stages:

  • Sent → Delivered → Clicked → Reviews Received

Best for: optimising which channel drives results.

Review Request Conversion Rate

Conversion rate answers: “How effective are my review requests?”

If your dashboard follows this logic:

  • If Invites Sent > 0
    Conversion Rate = Reviews Received via Request / Invites Sent

  • If Invites Sent = 0
    You may see an empty state message like:
    “You have not sent any review requests this period. Start sending requests to track your conversion rate!”

Use Date Range to compare short-term vs long-term conversion.

Review Responses + AI Adoption (AI Response Rate, AI Agent breakdown)

These metrics show how many reviews were responded to:

  • By AI vs Manual

  • Broken down by AI Agent (if multiple agents exist)

Use:

  • Date Range to see adoption trends over time

  • Platform filter to check if AI usage differs by platform (where supported)

Average Response Time + Unresponded Reviews (especially Google Reviews)

These metrics help you improve responsiveness:

  • Average time to respond (AI + manual)

  • Count of unresponded reviews

Use:

  • Platform filter to focus on a specific platform (like Google)

  • Date Range to find regressions (e.g., response time rising this week)

Widgets, QR Codes, and Video Testimonials

These features typically benefit most from Date Range comparisons:

  • Widget impressions (and optional submissions)

  • QR scans

  • Video testimonial funnel (delivered → opened → started recording → submitted)

  • Submission trend over time

Use Custom Range when aligning performance with campaigns or launches.

Tips for getting accurate insights

  • Start broad, then narrow: Use Last 3 Months first, then switch to This Month to validate recent progress.

  • Use platform filter to diagnose issues: Example—response time looks high overall? Filter to Google vs Yelp to find the source.

  • Use Custom Range for campaigns: If you ran a promo from March 1–15, set a custom range to measure impact cleanly.

Troubleshooting & FAQs

“Why did my numbers change when I changed the date range?”

Because every metric recalculates based on the selected time window. Trends, totals, and “previous period” comparisons will all update.

“Why do I see no data for a metric?”

Most often:

  • No activity happened in the selected timeframe (try expanding to Last 3 Months or All Time)

  • The platform filter excludes the data (switch back to All Platforms / remove filter)

“Why is my conversion rate missing?”

If Invites Sent = 0 for the selected range, conversion rate can’t be calculated. Expand the range or start sending review requests.

“Does platform filtering apply to everything?”

Not always. Some metrics are inherently platform-specific (reviews, responses), while others are channel-specific (email/sms/whatsapp sends). When a filter doesn’t apply to a metric, you may see no change.