Dashboard and Reporting
Use Overview, Call Log, and Voicemails to monitor performance and review every call end to end.
Open the Overview Dashboard
1. Go to Overview.
2. Use the top date selector to switch between Today, Yesterday, Last 7 days, Last 30 days, This month, Last month, Last 90 days, This year, or a custom date range.
3. Add optional filters for Number, Call Flow, or Number Group to scope the dashboard to one segment.
4. Use Refresh in the Today card when you want an immediate pull instead of waiting for auto refresh.
Understand the Main Metrics
Overview shows total calls, qualified calls, average duration, total minutes, unique callers, active numbers, and call value for the selected window. Each primary card includes a period-over-period change so you can spot trend direction quickly.
If you run multiple campaigns (for example Google Ads, Facebook, and SEO), apply filters one at a time to compare each source with the same date range.
Use Qualified Call Threshold
Qualified reporting on dashboard and call log uses your business duration threshold.
1. Open the qualified seconds control (for example `90s`) on Overview or Call Log.
2. Select the new threshold from 1 to 600 seconds.
3. Dashboard qualified totals and qualified-only call views update to match the new threshold.
Viewers can see the threshold but cannot change it. Owners, admins, and managers can update it.
Read the Charts and Breakdowns
The main chart shows calls, qualified calls, value, and duration over time for the active filters. Additional widgets break down performance by source, number group, top callers, peak hours, AI score distribution, and campaign performance so you can find where qualified calls come from.
Review Recent Calls from Overview
The Recent Activity panel shows the latest calls for the active filters. Click a call to open full detail, play the recording, and inspect transcription, AI summary, attribution, and call metadata without leaving the dashboard.
Work in Call Log
1. Go to Call Log.
2. Filter by date, status, direction, source, number, call flow, number group, duration range, and search terms.
3. Toggle Qualified to only show calls at or above your qualified threshold.
4. Click any row to open full call detail and recording playback.
Call Log refreshes automatically and also supports manual refresh if you're actively monitoring inbound traffic.
Customize and Export Call Log
Use Columns to show or hide table fields, then sort by date, duration, status, or AI score. Export downloads a CSV using your current filters, so you can send exactly the current slice to a client or internal report.
Manage Voicemails
1. Go to Voicemails.
2. Filter by timeframe, number, or call flow.
3. Click Play to listen and mark messages read.
4. Delete messages you no longer need.
If transcription is enabled on the call flow, voicemail text appears in the voicemail list for faster triage.
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