Accessing the Dashboard
Navigate to Program Management → Network Outreach in the top-right corner of the RapidRatings portal to access the dashboard.
Dashboard Overview
Welcome to the RapidRatings Private Company Outreach Dashboard!
This dashboard provides an overview of your private company outreach program.
The Program Overview section provides visibility into:
All Request: At the top, you’ll see the total number of requests initiated for your company, including those that are completed, closed, or in progress.
Escalated Requests: Show all requests escalated for client assistance.
Rated: Shows the total number of private counterparties that have been rated for you, and their FHR is available to view
Download Status Report: Clicking this option in the top right corner of your screen, you’ll get access to a real-time, on-demand report of all requests, including details such as the target company, internal relationship managers, and the most recent status of open outreach requests
Request Breakdown
The Program Management section provides a breakdown of Rated Requests, Open Requests, and Closed Requests, each further categorized under either the Prepaid or Membership Paid Program.
Request Types
Rated Requests: Requests that have been rated, with FHR Reports available for viewing.
Open Requests: Requests currently being worked on by our team.
Closed Requests: Requests where financial information was not obtained from the counterparty.
Payment Categories
Prepaid: Client-funded program that includes an allotment of private company outreaches within your subscription.
Membership Paid: Counterparty/supplier-funded model.
Request Views
From the dashboard, you can easily navigate between several request views for deeper insights:
All Requests
Select All Requests to get to the Requests View, where you will be able to view all requests initiated.
In All Requests, you can filter your requests by Status or Relationship Manager, as well as search for a specific request. You’ll have visibility into whether the request is “Prepaid” or “Membership Paid,” as well as which Campaign the request belongs to.
All Open Requests
You will also be able to easily view all requests that are currently in progress with our team by clicking All Open Requests, as pictured below.
My Escalated Requests
You can also easily navigate to our Escalation Management tabs by clicking either My Escalations or All Escalations.
My Escalated Requests view will show requests that are escalated where the current user is listed as the Client Relationship Manager. The All Escalated Requests view will show all requests escalated for client assistance.
Rated
The Rated tab will show all private companies that have been rated as part of your FHR Exchange Outreach program, sorted automatically by Ratings Release date. This view will also show a preview of the FHR.
In any of these views, you can click into a request to view the Request Details Page.
Request Details Page
The Request Details Page provides a full view of a specific outreach request, including:
Date the request was created
Current status of the request
Counterparty contact details
Relationship Manager contact details
Activity Log showing the request history and status changes
The RapidRatings Member Services team follows up on open requests at least once every 10 business days if a counterparty does not respond to the initial outreach email. After 5 outreach attempts, the Member Services team will escalate the request back to the listed Relationship Manager with a status of Unresponsive.
By default, escalation notices are sent to the assigned Relationship Manager. Program Managers (Primary Users) can opt to be copied on all escalations to ensure timely follow-up and can also monitor escalations using the All Escalations view.
If you are a Primary User and would like to be copied on all escalations, please reach out to the Client Services team, and we will be happy to set this up for you.