Viewing Team Performance

To see which team members have gotten reviews:

  1. Navigate to Reports in the left-hand menu of the Broadly app.
  2. Select Team.
  3. You can filter the results by location, year, month, week, or by any custom date range.

To see if a team member received a review from a particular customer:

  1. Navigate to Inbox in the left-hand menu of the Broadly app.
  2. Use the search bar at the top of the list of contacts to search for the customer by name, phone, or email.
  3. Click on their name and you will be taken to the conversation view
  4. If the customer left a review, the associated team member will be listed directly below the review left by your customer.

In the Broadly Dashboard

On the Team page of the Dashboard, you can review team member performance for the jobs that happened during the selected date range.

To learn how to connect reviews to team members, please refer to our article on Associating Team Members with Reviews for instructions.

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