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The GTR Metrics Dashboard

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New Feature Release: New GTR Metrics Dashboard

Launch Date: Monday, Oct 28th at 12:00 PM PDT

Expected downtime: None

Available to: All Companies

Description

The landing page of the dashboard has been completely redesigned with a new, modern look, key company metrics, and all new graphs and charts to see your company's usage Revenue and Return on Investment (ROI) estimates at a glance.

GTR Metrics:

* Advocate Count

* Referral Count

* Sold Referral Count

* Estimated Gross Revenue

* Estimated Return on Investment

Performance Graphs:

* Estimated Return on Investment

* New Advocates, Referrals, and Sold Referrals over time

* Sales Velocity

* Estimated Gross Revenue

* Estimated Total Gross Revenue

Snapshot Charts:

* Breakdown of current Referrals by Status

* Sales Rep Leaderboard

Key Highlights

* Filter certain data by preset time periods.

* Customizable average sale and profit margin values for Gross Revenue and ROI calculations.

* Exportable, searchable, and interactive Sales Rep Leaderboard.

* The old dashboard is still available for now and can be toggled back to with the click of a button.

* Role-specific data scoping: - Sales reps see the data for their advocates and referrals submitted by their advocates; the Company admin sees aggregated data for the whole company.

Details

All-Time Key Metrics

See the company's overall performance and a glance.
* Advocate Registrations.
* Referral Submissions
* Converted Referrals
* Gross Revenue
* Return on Investment (ROI).

Filter metrics down to preset time periods:
* All time
* Last 12 months
* Last 6 months
* Last 90 days

- Gross revenue and ROI are calculated based on the Average Sale and Profit Margin configured in your settings.

- Referral rewards should be factored into the Average Sale or Profit Margin values.

- GTR subscription costs are already factored into the ROI calculation.

- The ROI metric is not available for Sales Rep users.

Key_Metrics_Settings

Estimated Return on Investment (ROI)

- Instantly identify the value Get The Referral brings to your company over time.

- Calculated as the estimated gross revenue divided by GTR Subscription cost for the month.

- Not available to Sales Rep users.

Return_of_Investment

New Advocates & Referrals

View the number of New Advocates, Submitted Referrals, and Sold or Converted Referrals recorded over time for the last 12 months.

New_Advocates_Referrals

Referrals by Status

View the breakdown of referral status for all referrals submitted in the last 12 months.

Referrals_by_Status

Sales Velocity

* Track the average amount of time it takes for a referral to convert to a sale.

* Bars are grouped by the month that the lead was sold or converted.

Sales_Velocity

Estimated Gross Revenue

* Identify the dollar value brought in by referrals each month.

* Calculated as the number of sold or converted referrals times the average sale.

* Hover over a month for a more precise Estimated Gross Revenue value.

Gross_Revenue

Estimated Total Gross Revenue

* Watch revenues grow with the cumulative Gross Revenue for each month.

* Hovering over a single month for a more precise value.

Gross_Total_Revenue

Sales Reps & Sold Referrals

* View and compare the total number of Sales Reps and Sold Referrals recorded over the past 12 months.

* Not available for Sales Rep users.

SR_Sold_Referrals

Sales Rep Leaderboard

This table shows a complete list of Sales Reps, along with the total number of Advocates, Referrals, Sold Referrals, Close Ratios, and Estimated Revenue over a selected period. By default, the table is sorted by Sold Referrals, but Company Admins can filter by other columns.

The leaderboard can be filtered down to preset time periods:
All time
Last 30 Days
Month to Date
Last 12 Months
Year to Date
- All data in the leaderboard can be exported for external use and record keeping.
- Not available to Sales Rep users.

Leaderboard

Where did it go?

The "Where did it go?" section includes a new entry explaining the Dashboard Switcher functionality, which allows Company Admins to switch between the classic and updated versions of the dashboard.

Where did it go_Dashboard

Getting Started with Your New GTR Metrics Dashboard

The GTR Metrics Dashboard isn’t just another tool—it’s your partner in driving exceptional results and gaining valuable insights. Discover its power today and stay a step ahead with data that makes a difference.

If you’re already part of the GTR family, the Metrics Dashboard is ready and waiting! Simply log in to your account to explore it now. And remember, our support team is always here to ensure a smooth experience.

New to GTR and curious about what the Metrics Dashboard can do for you? Book a demo below, and let us show you how referral insights can elevate your business!