Event Dashboard and KPIs
The event dashboard gives you a financial and operational view of each event, organized into six tabs — the last two (Key Accounts and Gallery) only appear when they’re relevant. 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.Engagement tab — did this event pay for itself?
- Account Intelligence (top row, above the headline KPIs): Named Accounts Engaged (the curated-only slice of Named Account Coverage), Signals Captured (total, plus the top signal type), Accounts Clarified (a lead on a Named Account produced at least one signal or an assessed scorecard attribute), and Accounts Progressed (a meeting agreed, a newly-reached senior stakeholder, qualification crossing the line, or a clear next-step signal).
- Headline KPIs: Total Leads, Qualified, Meetings, Cost per Lead.
- Qualified-without-follow-up alert: flags qualified leads that haven’t been followed up yet — the single strongest signal of where an event is leaving value on the table.
- 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:- The lead’s scorecard assessment crosses an internal qualification threshold, if the event has a scorecard applied, or
- Priority is High or Medium and a next step exists, if no scorecard is applied.
Signal Trends tab — how the audience shapes up
- Signal Summary: a quick read on how much signal this event actually generated, and how it’s spread.
- Top ICP Accounts: which accounts in this event are producing the strongest ICP-fit leads.
- Named Account Coverage: your curated Named 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 Named 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.
- Seniority Breakdown: how captured leads spread across seniority bands (C-level, VP, Director, Manager, IC).
- ICP Fit Distribution: how leads spread across ICP fit bands.
- Priority Distribution: how leads spread across High / Medium / Low.
Key Accounts tab — how your highest-stakes accounts are doing
Only shown if you’ve promoted at least one Named Account to a Key Account. A 5-stat summary plus an Account Coverage list — every Key Account in this event alongside its authored strategy brief, so you can see engagement next to the strategy it’s being measured against. See Named Accounts → Key Accounts for what promoting an account unlocks.Signals tab — what prospects are actually telling you
- Signal Coverage: how much of the event’s lead volume actually produced a real signal, versus a bare capture.
- Signal Themes: the most common signals Rev picked up, grouped by type (account initiative, business pressure, stakeholder change, competitive signal, timing/deadline, risk/blocker, and the rest of Rev’s signal taxonomy — see Reading Rev’s output), with sample quotes for each. This replaced the older exact-string “top pain points / top topics” counting — grouping by type surfaces patterns that a literal word-match would miss.
- Meetings Agreed: every meeting booked at this event, in one list.
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 significantly 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.Gallery tab — every photo from the event
Every photo captured at this event, whether it’s attached to a specific lead or to a rep’s private Your Notes thread — tagged by source (a lead’s name, or “<rep> · notes”). This is the only place a photo from someone’s private notes thread is ever visible to you; the text and voice content of that thread stays private to the rep who wrote it. See Gallery and Your Notes (for reps) for the full picture of what reps can capture here.
This tab refreshes on the same interval as the rest of the dashboard, so a photo a rep just took shows up here within about a minute.
Using the dashboard in a budget review
Bring these numbers to budget reviews:- Cost per meeting (the primary headline)
- SLA compliance (shows execution quality)
- Accounts Progressed (shows revenue potential without pretending to price it)
- Named 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)