Team Report

The Broadly App allows you to quickly see your Broadly results at any time!

The Team Report gives you the ability to monitor your team's performance and engagement based on the review request messages sent out. This report will show you how many customers are associated with each team member, and how many of those customers left a review on the supported review platforms.

Why is the Team Report important?

  • Monitor, compare, and export team member performance across locations

  • Easily identify top-performing team members and leaders to help establish best practices across your team

  • Recognize team members with high engagement levels by tracking total customers added, review requests sent, and customer response rate

  • Stay informed of team members’ average star ratings across review sites to gauge performance and customer satisfaction

  • View review requests sent by team member and offer internal incentives to boost the total reviews collected

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The Team Report can be filtered by Year, Month, Week or a Custom date.

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To populate the Team Report, invite your team to use the Broadly App, then associate each customer who has been added to the App with an Assisting Team Member. If your customers are automatically added to Broadly, please get in touch with Broadly Support to see if your business system integration supports associating customers with a team member.

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You can access the Team Report by clicking on Reports in your menu bar and selecting Team. Then choose the time period at the top of the screen to generate this quick report.

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