> ## Documentation Index
> Fetch the complete documentation index at: https://knowledge.deeto.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Platform Performance Guide

> A tab-by-tab reference to the Platform Performance dashboard in Deeto — what each tab shows, what to look for, and how to use the data to strengthen your reference program.

The Platform Performance page gives you a complete view of how your reference program is performing. It is powered by an embedded analytics dashboard and organized into tabs — each covering a different aspect of your program, from reference growth and content activity to campaign performance and prospect engagement.

**To access it:** Click the **Analytics** icon in the left sidebar of your Deeto workspace.

<Note>
  Platform Performance is an embedded analytics dashboard. Filtering, date range selection, and data export are available directly within the dashboard using the controls shown at the top of the page.
</Note>

***

## Tabs at a glance

| Tab                               | What it covers                                              |
| --------------------------------- | ----------------------------------------------------------- |
| **References**                    | Overall state and growth of your reference base             |
| **Content**                       | All customer content collected through Deeto                |
| **Activities**                    | Real-time log of what references are doing                  |
| **Rewards**                       | How your rewards program is performing                      |
| **Leads**                         | Leads generated through your reference program              |
| **Campaign Recipients**           | How people respond to each campaign                         |
| **Email Activities**              | Performance of all emails sent through the platform         |
| **Account Level — Contributions** | Reference activity rolled up by customer company            |
| **Prospect Engagements**          | Interactions between prospects and your references          |
| **Prospect Microsite Activities** | How prospects behave on their personalized microsites       |
| **Potential References**          | Customers likely to be great references but not yet invited |

***

## Tab reference

<AccordionGroup>
  <Accordion title="References">
    **What it shows:** The overall state of your reference base.

    * Total references invited vs. joined
    * Reference growth over time
    * Breakdown by status — active, inactive
    * Breakdown by role — decision maker, user, champion, and others
    * Who is most engaged — available for calls, has provided content, completed all assets

    **How to use it:** Check this quarterly to see whether your reference pool is growing. Look for gaps — do you have enough references in specific industries or company sizes? Spot references who have not been active recently and consider a personal check-in from their CSM or account owner.
  </Accordion>

  <Accordion title="Content">
    **What it shows:** All the customer content collected through Deeto.

    * Content by type — quotes, testimonials, case studies, videos, Q\&As
    * Content status — draft, approved, published
    * Which references contributed what
    * How content is performing — views, shares, conversions

    **How to use it:** Make sure you have a good mix of content types for different sales situations. Identify your most active contributors — they are great candidates to ask for more. Pay attention to what is getting shared and generating the most interest.
  </Accordion>

  <Accordion title="Activities">
    **What it shows:** A real-time log of what your references are doing.

    * Accepted and declined invitations
    * Completed calls
    * Content submitted
    * Campaigns participated in
    * Rewards redeemed

    **How to use it:** Monitor this regularly to get a feel for overall engagement. You will start to notice patterns — when references respond most, which activity types they prefer, and early signs of disengagement.
  </Accordion>

  <Accordion title="Rewards">
    **What it shows:** How your rewards program is performing.

    * Total points distributed and redemption rate
    * What each reference has left to spend
    * Which reward types are most popular — gift cards, swag, donations
    * Which activities earn the most rewards
    * Individual breakdowns of earned and redeemed amounts

    **How to use it:** Use this to plan your reward budget going forward. It shows you what people actually value, so you can prioritize the right options and adjust reward levels for high-value activities.
  </Accordion>

  <Accordion title="Leads">
    **What it shows:** Leads generated through your reference program.

    * Leads from referral links
    * Leads from microsite activity
    * Lead quality and conversion rates
    * Revenue attributed to reference program activity

    **How to use it:** This is your ROI check. See which references are generating the best leads and how those leads progress through your sales process. Use it in QBRs to show pipeline contribution.
  </Accordion>

  <Accordion title="Campaign Recipients">
    **What it shows:** How people are responding to each campaign you run.

    * All campaigns with participant lists
    * Individual recipient status and completion rates
    * Email open and click-through rates
    * Per-person engagement data

    **How to use it:** Monitor campaign performance to identify segments that need follow-up. See which email messages are actually getting read and which are being ignored. Use per-person data to prioritize personal outreach for high-value accounts that have not responded.
  </Accordion>

  <Accordion title="Email Activities">
    **What it shows:** Performance of all emails sent through the platform.

    * Emails sent per campaign
    * Open rates
    * Click-through rates
    * Unsubscribe rates
    * Delivery status

    **How to use it:** Identify which subject lines and messages get the most opens and clicks. If you are seeing delivery issues, you will spot them here. Adjust sending timing and frequency based on what the data shows.
  </Accordion>

  <Accordion title="Account Level — Contributions">
    **What it shows:** Reference activity rolled up by customer company.

    * Which accounts have the most active references
    * Content contribution by account
    * Overall account engagement
    * Contribution types by company

    **How to use it:** Identify your most engaged customer companies — they are your champions. Use this to make sure you are not over-relying on a small number of accounts, and to find where you can deepen relationships and recruit more references.
  </Accordion>

  <Accordion title="Prospect Engagements">
    **What it shows:** Every interaction between a prospect and one of your references.

    * Reference calls scheduled and completed
    * Content shared with specific prospects
    * Post-engagement outcomes — did the deal progress?
    * Revenue connected to reference interactions

    **How to use it:** See which references are actively helping close deals and which prospect types they work best with. This is your clearest view of the business impact your reference program is driving.
  </Accordion>

  <Accordion title="Prospect Microsite Activities">
    **What it shows:** How prospects behave on their personalized microsites.

    * Visit time, frequency, and duration
    * Content clicked and time spent per piece
    * Form submissions
    * Call scheduling activity
    * Whether the microsite was shared with others

    **How to use it:** Spot prospects who are seriously engaged — they are the ones spending time and clicking through multiple pieces of content. Prioritize outreach to these buyers and alert the AE when a prospect returns to a microsite multiple times.
  </Accordion>

  <Accordion title="Potential References">
    **What it shows:** Customers who are likely great references but have not been invited yet.

    * Customers who expressed positive sentiment in Gong calls
    * Customers with positive G2 reviews
    * Contact details and source of the positive signal

    **How to use it:** This is your recruiting list. You can see who is happy and ready to be asked to participate — no manual research required. Work this list regularly to keep your reference pool growing with warm, pre-qualified candidates.
  </Accordion>
</AccordionGroup>

***

## Review cadence

Use Platform Performance as part of a structured review routine — not just when something feels off.

| Cadence       | What to check                                                                                                |
| ------------- | ------------------------------------------------------------------------------------------------------------ |
| **Monthly**   | Reference pool growth — Content collected — Email campaign performance — Reward spend on track               |
| **Quarterly** | Overall program health — Prospect-to-reference engagement — Revenue impact — Coverage gaps and content needs |
| **Annually**  | Full-year comparison — ROI calculation — Program maturity assessment — Focus areas for next year             |

<Tip>
  Pull the Leads and Prospect Engagements tabs before your QBR. They give you the clearest revenue attribution story to bring to leadership.
</Tip>

***

## Support

Click the help icon inside your Deeto workspace or contact your Customer Success Manager at [support@deeto.ai](mailto:support@deeto.ai).

<CardGroup cols={2}>
  <Card title="AI Insights" icon="brain-circuit" href="/docs/platform-guides/ai-insights">
    Ask questions across all your VoC data in natural language.
  </Card>

  <Card title="Research Hub: Best Practices" icon="flask" href="/docs/platform-guides/research-hub-best-practices">
    Turn your collected data into structured research projects.
  </Card>
</CardGroup>
