Reading Your Dashboard Metrics

The Three KPI Cards

Right at the top, you'll see three numbers:

• •Earned— Total money you've earned from sending leads. This is your all-time revenue on the platform.
• •Sent this week— How many leads you've sent in the current week. Resets every Monday.
• •Accept rate— Percentage of leads you've sent that got accepted. This is your report card.

Action Center

This is your to-do list. It shows anything that needs your attention right now:

• •Pending leads waiting for you to accept or reject
• •Disputes that need a response
• •Setup steps you haven't finished yet

When everything's handled, you'll see "You're all caught up!" — that's the goal.

Quick Action Buttons

Three buttons to get you where you need to go fast:

• •Send a Lead (the big yellow one) — Start the process of sending a referral
• •Find Contractor — Browse contractors by trade and location
• •Earnings — Check your payout status and history

Recent Activity

A timeline of what's been happening on your account — leads sent, leads received, payouts, disputes, and more. Each item has a timestamp so you can see exactly when things happened.

Onboarding Checklist (New Users)

If you're new, you'll see a checklist at the top. Each item is a setup step:

• ✓Verify your identity (Stripe Identity)
• ✓Verify your phone number
• ✓Connect your bank account
• ✓Complete your profile

Get all four done and the checklist disappears. You can't send or receive leads until identity and bank are verified.

Company Scorecard & Trust Progress

Your scorecard shows your overall health metrics — leads sent, acceptance rate, and trust level. The Trust Progress Bar shows how close you are to the next level:

• •New → Verified: 5+ accepted leads, ≤30% rejection rate
• •Verified → Trusted: 20+ accepted leads, ≤20% rejection rate, 90+ days on platform

Higher trust = shorter hold periods = faster payouts. Worth paying attention to.