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Read your Overview dashboard

Understand requests, pipeline, won deals, revenue, and top advocates.

2 min readUpdated October 26, 2026

01

Read the headline metrics

Requests sent counts your recorded requests. Referenced pipeline adds their potential deal values. Deals won and Won deal value reflect requests recorded as converted.

Reference-influenced revenue charts the last six months of won deal value. Your top advocates ranks references by won requests, while Recent requests links to the full request list.

Illustrative wireframe · Fictional details

02

Understand the return multiple

The return multiple compares won revenue with recorded gross reference costs, including tips and tip-processing costs, excluding sandbox entries. It is not a promise of future sales or profit.

When there is no recorded cost, the multiple is omitted rather than dividing by zero. Update conversion deal values accurately so reports remain meaningful.

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