Your response-rate scorecard

What this panel is

The hero panel is the large glass surface at the very top of the Forms page, above the tile rows. It is Verinode's answer to one question: is your team, your vendors, and your carriers actually replying when you ask them something? One number leads, a status pill next to it reads that number at a glance, and two smaller tiles beside it restate the same story from a different angle. Nothing on this panel is editable. It is a status display, built from your own survey, audit, and review activity, not a form you fill in.

The same panel does three different jobs depending on which tab you're on, because "reply" means something different for each:

• On Surveys, third parties (a vendor, a carrier, a teammate) reply to something you sent them, so the headline number is your response rate.
• On Audits, you walk yourself through a checklist against a closed job, so the headline number is your pass rate.
• On Reviews, you write a structured, signed assessment of a person, so the headline number is your average rating.

This article walks through every element of that panel on all three tabs. For the rest of the Forms page (Explore tiles, Upcoming, Most recent, the drill-in overlay), see Forms: surveys, audits, and reviews.

Where to find it

Open the sidebar and click Forms (it sits under My Data, alongside Data and Connect). The route is iq.verinode.ai/forms. A pill-shaped tab strip sits above the page: Surveys, Audits, Reviews. Click a tab and the hero panel reframes around that tab's data, the copy, the color bands, and the numbers all update together.

The headline number

The big number is sized to dominate the panel (it is the largest single figure on the page) and counts up from zero when the panel first renders, a brief animation rather than an instant snap to the final value. Beside it, in smaller type, sits the label for whichever tab you're on: response rate, pass rate, or average.

• Surveys: total responses received divided by total invites sent, as a percentage. If you've sent 14 invites across all your surveys and 11 people replied, the number reads 79%.
• Audits: the share of checklist items across your completed runs that came back passing.
• Reviews: your average rating across every review you've completed.

Above the number, a small uppercase label frames what you're looking at: "Surveys · How Often Your Team Replies" on Surveys, "Audits · Pass Rate Across Your Runs" on Audits, "Reviews · Average Across Your Reviews" on Reviews.

The status pill

Next to the headline number sits a rounded, colored pill. On the Surveys tab, once you have invites out, it bands your response rate into three tiers:

| Response rate | Pill reads | Color | |---|---|---| | 60% or higher | Strong | Green (Expand signal color) | | 30% to 59% | Building | Yellow (Maintain signal color) | | Under 30% | Low | Red (Analyse signal color) |

The pill always shows the rounded percentage alongside the word, for example "79% · Strong" or "24% · Low."

The sub-text line

Underneath the headline number and pill, a plain-language sentence spells out what the numbers mean in context:

• While you have open surveys collecting replies: "3 open surveys collecting 11 responses so far."
• Once nothing is left open (every survey you've sent has closed): "8 surveys run · 11 of 14 invitees responded."

This is the same underlying counts as the headline percentage, just written out so you don't have to do the division yourself.

The two secondary tiles

To the side of the headline, two smaller glass tiles restate the story from a different angle. Both animate in with a brief fade and count up their own numbers, staggered slightly after the headline so the panel doesn't all pop in at once.

Tile one, Active [surveys / audits / reviews]: how many are open right now.

• Sub-line reads "currently collecting" on Surveys, "in progress" on Audits and Reviews, once at least one is open.
• Reads "none open" when the count is zero.
• The number turns green once it's above zero, as a small signal that something is actually moving.

Tile two, Responses received [Surveys] / Audit runs [Audits] / Reviews completed [Reviews]: your completed count.

• Sub-line reads "across every survey" (or "across every audit" / "across every review") once you have at least one.
• Reads "no replies yet" on Surveys, or "none completed yet" on Audits and Reviews, when the count is zero.
• Same green-when-positive treatment as tile one.

The empty-state hero, per tab

Before you've sent or run anything on a given tab, the entire panel switches shape. Instead of a percentage and a pill, you get an eyebrow line, a headline, a short paragraph, and a single button. This replaces what would otherwise be a giant dash where a number should be, which reads as broken rather than as "nothing here yet."

The trigger for the switch differs by tab, because a survey and an audit reach "nothing to show" differently:

• Surveys switches to the empty state when you have zero invites sent, even if you have drafts sitting around. A survey can be built and never sent, so drafts alone don't produce a rate.
• Audits and Reviews switch to the empty state when you have zero records at all, sent or not, because there's no external "send" step, you either have runs on file or you don't.

Within that empty state, the copy has two flavors depending on whether you already have unsent drafts:

First time on the tab, no drafts yet:

| Tab | Eyebrow | Headline | Body | Button | |---|---|---|---|---| | Surveys | Surveys · Get The Pulse Of Your Team | "Send your first survey." | "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." | Create your first survey | | Audits | Audits · Find The Gaps Before The Auditor Does | "Conduct your first audit." | "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." | Conduct your first audit | | Reviews | Reviews · Capture A Structured Read On Your People | "Conduct your first review." | "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." | Conduct your first review |

You already have drafts, but haven't sent or run them:

| Tab | Headline | Body | Button | |---|---|---|---| | Surveys | "Send a survey to start measuring how often your team replies." | Names how many drafts you have and points you to sending: "N draft(s) ready. Send to start collecting responses. Lightning surveys ask one question, full surveys cover the whole loop." | Open the survey composer | | Audits | "Pick up an audit you've started." | "Drafts in progress. Resume one to keep working, or start a fresh run from a template." | Open the audit picker | | Reviews | "Pick up a review you've started." | "Drafts in progress. Resume one to keep working, or start a fresh run from a template." | Open the review picker |

The button in every case does the same thing the header's + Add button does: it opens the composer or template picker for that tab. On Surveys, that means choosing Full or Lightning, a template, a subject, and recipients. On Audits and Reviews, it means picking a template and starting a run.

1. 1Click Forms in the sidebar. Note which tab you land on: Surveys, Audits, or Reviews.
2. 2Read the headline. A percentage plus a colored pill means you have activity to read. An eyebrow-and-headline layout with a single button means the tab is still empty for that trigger condition (no invites sent for Surveys, no records at all for Audits and Reviews).
3. 3If it's empty, click the button. It opens the same composer or picker the header's + Add button opens.
4. 4If it's filled, read the pill color first. Green and "Strong" means your outreach on that tab is working. Yellow and "Building" means some replies are landing but there's room. Red and "Low" means most invites or runs are not coming back, worth a look at who you're asking and how.
5. 5Check the two secondary tiles for how much is currently in motion (Active) versus how much has ever completed (Responses received / Audit runs / Reviews completed).

Worked example

Say you're on the Surveys tab. You've sent three vendor assessment surveys this month: one to 6 recipients (5 replied), one to 4 recipients (1 replied), one Lightning survey to 4 recipients (4 replied, still open). Total invites: 14. Total responses: 10. The headline reads 71%, the pill reads "71% · Strong" in green, and the sub-text reads "1 open survey collecting 4 responses so far" (the Lightning survey is still active; the other two have closed). The Active tile shows 1, "currently collecting." The Responses received tile shows 10, "across every survey." Nothing here recommends anything to you: it's a read on your own outreach, not a signal Verinode is acting on. What you do with a Low pill, chase the non-responders, shorten the survey, switch to Lightning, is your call.

What this panel doesn't do

Verinode counts and times what you send and what comes back. It does not write your questions, and it does not decide whether a vendor, carrier, or teammate is worth keeping based on their response rate, that judgment is always yours. None of the underlying answers, ratings, or review content behind this panel is ever sold to carriers or anyone outside your own account; when an HQ group's survey shows up on your network row, your individual answer stays anonymous on your side too.

Related reading

• Forms: surveys, audits, and reviews, for the full page layout this panel sits on top of: the network row, Explore tiles, Upcoming, and Most recent.
• The decision workspace, for how this hero-panel-plus-tile-rows shape works the same way across every section of the platform.
• Understanding your margin, for how vendor and carrier ratings collected here flow into cost and margin reads elsewhere.
• Clients and carriers, for where carrier and TPA survey results surface on a carrier's own profile.