Reading the Forms hero: response rate, pass rate, and average
The top of the Forms page is a single dominant number: a big percentage, a colored status pill beside it, a line of context underneath, and two smaller tiles to the right. It is the same panel shap…
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What the hero is
The top of the Forms page is a single dominant number: a big percentage, a colored status pill beside it, a line of context underneath, and two smaller tiles to the right. It is the same panel shape you see at the top of Margin or Vault, one headline metric plus supporting detail, applied here to whatever you have sent or run in the active tab. Everything in this hero is read from your own surveys, audits, and reviews. There is no peer comparison behind any of these numbers; that is what the Benchmarks surfaces are for. Forms tells you how your own team, vendors, and carriers have answered you, and how many of your own audit or review runs you have completed. Verinode reads this, labels it, and colors it. You decide what to do about it.
Where to find it
Open Forms from the sidebar (under My Data) at /forms. The hero sits directly under the page header, above the "From your network" row (when one appears) and the Explore tiles. Three pill tabs sit above it, Surveys, Audits, Reviews, and the entire hero, the number, the pill, the context line, and both secondary tiles, recomputes from scratch every time you switch tabs, because each tab is filtering the same underlying set of records down to just its own rows.
The number: one formula, three labels
Whichever tab is active, the giant percentage is the same calculation: total responses (or completed runs) divided by total invites (or total runs started), turned into a percentage and rounded to the nearest whole number. Only the word next to the number changes:
- Surveys: labeled response rate. Total replies divided by total invitees across every survey you have ever sent.
- Audits: labeled pass rate. Total completed audit runs divided by total audit runs started.
- Reviews: labeled average. Total completed review runs divided by total review runs started.
Note
The Audits and Reviews hero numbers are not an average of each run's own score. Each individual audit or review computes its own pass rate at sign-off, from that run's checklist and rating answers weighed against its template's target (you'll see it on the signed PDF as "X% completed," with a passed or below-target note against that template's target percentage). The hero number above the tab is a different thing: it is how many of your started runs have actually been finished, tallied across every audit or review you have on file. A 100% hero pass rate means every audit you have started has been completed and signed, it says nothing about how those audits actually scored.
The status pill: Strong, Building, Low
Next to the percentage sits a pill, colored and labeled by where the number falls:
- Strong (green) at 60% or higher.
- Building (yellow) from 30% up to 59%.
- Low (red) below 30%.
There is a fourth pill state: a plain copper Building with no percentage attached at all, which appears whenever nothing has come back yet, no invitee has responded on Surveys, no audit or review run has been completed on Audits or Reviews. In practice you will only ever see this no-percentage version on the Audits or Reviews tab: starting a draft or an in-progress run there is enough to leave the empty-state screen (below) and land on the live hero, showing this copper pill until your first run is actually completed. On Surveys, having zero replies keeps you on the empty-state hero instead, because a survey tab with nothing sent counts as having nothing to measure yet.
The line beneath the number
Under the headline, one line of plain-language context appears, in one of three forms depending on what has happened:
- Nothing sent or completed yet in this state: "Send your first survey to start measuring response patterns."
- Something is actively out and collecting: "N open surveys collecting M responses so far."
- Everything sent or run has been closed out: "N surveys run · M of P invitees responded."
All three of these lines use survey wording, "survey," "invitee," even when you are looking at the Audits or Reviews tab. Only the big percentage's label (response rate / pass rate / average), the pill, and the two secondary tiles change vocabulary per tab; this context line does not. If you are on Audits and see "2 open surveys collecting 3 responses so far," that line is talking about your two in-progress audits, not literal surveys, it simply was not given tab-specific wording.
The two secondary tiles
To the right of the headline number sit two smaller metric cards, each with its own count-up animation:
First tile, labeled Active surveys, Active audits, or Active reviews depending on the tab. The number here counts only records whose status is exactly active, drafts are not included. The line underneath reads "currently collecting" (Surveys) or "in progress" (Audits, Reviews) when the count is above zero, or "none open" when it is zero. The tile's number turns green once there is at least one.
Heads up
This count is not the same number as the Active tile in the Explore row just below the hero. The Explore row's Active tile counts records that are active or drafted; this hero tile counts active only, with drafts excluded. If you have, say, one truly active survey and three unsent drafts, this hero tile reads 1 while the Explore Active tile reads 4. Both are correct, they are answering slightly different questions ("what's live right now" versus "what's in play, including things you haven't sent").
Second tile, labeled Responses received (Surveys), Audit runs (Audits), or Reviews completed (Reviews). This is the same total-responses figure used as the numerator in the headline percentage, so it always matches what you would get by multiplying the percentage back out against total invites. The line underneath reads "across every survey," "across every audit," or "across every review" once there is at least one, or "no replies yet" (Surveys) / "none completed yet" (Audits, Reviews) at zero. This tile also turns green once it has anything to show.
The empty-state hero
Before you have sent a survey or run an audit or review, the entire hero swaps out for a different layout: an eyebrow line, a headline, a paragraph of context, and a single call-to-action button, no percentage, no pill, no secondary tiles. A giant "0%" or a dash here would read as broken, so Verinode shows you what to do instead.
What triggers this empty state is different per tab, which matters for how long you stay in it:
- Surveys: shows whenever you have sent zero invites, even if you have drafts saved. A drafted-but-unsent survey does not get you out of this screen.
- Audits and Reviews: shows only when you have zero records at all, no drafts, no runs in progress, nothing. The moment you start even one draft audit or review, you move to the live hero (with the copper no-data pill described above) instead of staying on this screen.
Inside the empty state, the copy also branches on whether you have a draft sitting around:
- 1Surveys, nothing started yet. Headline: "Send your first survey." Body: "Lightning surveys ask one question via email or SMS. Full surveys cover the full range of team feedback. Either way, replies come back as a measurable response rate." Button: Create your first survey.
- 2Surveys, with a draft or drafts saved. Headline: "Send a survey to start measuring how often your team replies." Body: "N draft(s) ready. Send to start collecting responses. Lightning surveys ask one question, full surveys cover the whole loop." Button: Open the survey composer.
- 3Audits, nothing started yet. Headline: "Conduct your first audit." Body: "An audit walks you through a closed claim the way a carrier auditor would. Each section is a checklist; pass / fail tracks against your target. Sign at the bottom and you have a branded PDF ready for the carrier or auditor file." Button: Conduct your first audit.
- 4Reviews, nothing started yet. Headline: "Conduct your first review." Body: "A review captures a structured read on a team member, sub, or relationship: ratings on the dimensions that matter, two examples each of strengths and gaps, a forward-looking commitment, and a signed sign-off. Use it for quarterly 1-on-1s or any structured assessment of a person." Button: Conduct your first review.
Because Audits and Reviews leave the empty state the instant any record exists, the "you have a draft, pick it up" wording that exists in the underlying copy for those two tabs (a body reading "Drafts in progress. Resume one to keep working, or start a fresh run from a template.") never actually surfaces on screen: by the time a draft exists, you are already looking at the live hero with the copper Building pill, not this empty screen. Surveys is the one tab where the draft-aware empty state is reachable, because sending, not creating, is what gets you out of it.
For what each button opens next, the survey composer, the audit picker, the review picker, and what happens once you are inside, see Forms: surveys, audits, and reviews and Building a survey: Full vs Lightning.
Reading it together: a worked example
Say you switch to the Audits tab and the hero reads 74% · Building in yellow, with the line "8 audits run · 6 of 8 invitees responded" underneath (in the underlying model, "invitees" here means completed audit runs, not third-party recipients). The two side tiles read 2 Active audits, in progress and 6 Audit runs, across every audit. That combination tells you: eight audits have been started in total, six have been signed off and closed, two are still open, and your completion rate across everything you have ever started is sitting in the middle band. If you want to know whether those six completed audits actually scored well, the hero will not tell you, open one from the Active or Closed card and read its own "X% completed" score against its template's target, or look at the bar chart on the Explore row's Closed tile to see which recent runs are pulling the count down. See The Explore tiles for that drill-in.
Data sources
Data sources
- 1.Your surveys, invites, and responses. Your business.
- 2.Your audit and review runs and their signed completion records. Your business.
- 3.Audit and review template targets (used for each run's own pass rate, not the hero number). Verinode reference data.