Event Dashboard and KPIs
The event dashboard gives you a financial and operational view of each event, organized into three tabs answering three different questions. Every section is designed to be screenshotted straight into a management deck — no extra formatting needed.Accessing the dashboard
Go to Events in the left sidebar and select an event, then open its dashboard.ROI tab — did this event pay for itself?
- Headline KPIs: Total Leads, Qualified, Meetings, Projected Pipeline, Projected ROI.
- Qualified-without-follow-up alert: flags qualified leads that haven’t been followed up yet, so nothing valuable slips through.
- Follow-up Health: SLA compliance and follow-up rate for the event.
- Funnel: leads → confirmed → qualified → meetings, so you can see where the drop-off happens.
- Decision Makers: how many captured leads are C-level, VP, or Director.
How the numbers are calculated
Qualified (an SQL) means:scorecard_score > 50, if the event has a scorecard applied, or- Priority is High or Medium and a next step exists, if no scorecard is applied.
Qualified leads × Expected average deal size
Weighted pipeline — a more conservative estimate based on Rev’s priority buckets, not rep judgment:
- High-priority leads contribute 35% of their deal value
- Medium-priority leads contribute 15% of their deal value
(Weighted pipeline − Total event spend) ÷ Total event spend
Cost per lead / qualified lead / meeting = total event spend divided by the respective count. These won’t populate if event spend hasn’t been entered — make sure it’s set in Event Settings.
SLA compliance — the clock starts when a lead’s email is confirmed and stops when the follow-up is sent, measured against the event’s SLA window (default 24 hours).
Qualification Trends tab — what are prospects actually telling us?
- Target Account Coverage: your curated target accounts — including the ones with zero contact yet, the “not yet engaged” whitespace — shown alongside this event’s pre-registered invite-list domains that aren’t on your curated list. See Target accounts for how matching works.
- Attendee Coverage: for events with a pre-registered attendee import, a two-tier view of how far you actually got with the invite list — Reached (claimed or email-confirmed) and Discussed (a rep left a note, voice memo, card scan, LinkedIn scan, or meeting on them — actual human engagement, not just imported research). This is a stricter bar than Reached on purpose: importing a research note about someone doesn’t count as a real conversation.
- Scorecard Attribute Breakdown: per-attribute Met / Partial / Not Met / Not Yet Assessed counts and a Met % bar, across every lead in the event. If no scorecard is applied to the event, this section links you to Event Settings → Scorecard instead.
- Top Prospect Needs: the most common pain points Rev picked up across lead notes and transcripts.
- Top Topics Discussed: the most common conversation topics Rev identified.
- ICP Fit Distribution: how leads spread across ICP fit bands.
- Priority Distribution: how leads spread across High / Medium / Low.
Rep Performance tab — who’s converting, and who needs support?
A per-rep table: Leads, Qualified, Qual %, Followed Up, Follow-up %, Meetings, SLA %, and Avg Follow-up Time. Reps whose qualification rate or SLA compliance falls more than 15 points below the event average get a flag badge next to their name — a quick way to spot who might need coaching or support before the next event. A summary strip at the top shows the event-wide average for context. Reps with no assigned leads are never flagged.Using the dashboard in a budget review
Bring these numbers to budget reviews:- Cost per meeting (the primary headline)
- SLA compliance (shows execution quality)
- Weighted pipeline (shows revenue potential)
- Projected ROI (shows whether the event earned its budget)
- Target Account Coverage (shows whether the accounts you planned for actually showed up)
- Scorecard Attribute Breakdown (shows why leads are or aren’t qualifying — useful for refining your ICP or messaging)
