Analytics Dashboard

The Analytics dashboard gives you a complete view of your receptionist's performance with interactive charts, KPI summaries, and exportable reports.

Getting Started

Navigate to Analytics & Insights from the sidebar. The page header reads Analytics & Insights with the description "Your complete analytics dashboard -- insights, charts, and exportable reports."

Tabs

The dashboard has three tabs, displayed as pill-style buttons at the top:

  • Overview -- High-level metrics and call trend charts.
  • Call Analytics -- Detailed call data, link tracking, and text logs.
  • Customer Insights -- CRM-powered analytics and custom chart building.

Date Range Controls

A date range picker appears next to the tabs for the Overview and Call Analytics tabs. Use the preset buttons or select custom dates to filter all charts to a specific time period. The Customer Insights tab does not use date filtering.

Overview Tab

The Overview tab displays four KPI cards at the top, followed by a series of charts.

KPI Cards

  • Total Calls -- The total number of calls received in the selected date range.
  • Avg Call Duration -- The average length of calls, displayed as minutes and seconds.
  • Unique Callers -- The number of distinct phone numbers that called during the period.
  • Text Messages -- The total number of text messages sent and received.

Charts

The following charts appear below the KPI cards:

  • Call Volume -- A bar or line chart showing calls received each day in the selected range.
  • Calls by Day of Week -- Shows which days of the week receive the most calls.
  • Peak Hours -- Identifies the busiest hours across all days.
  • Hourly Distribution -- Call volume broken down by hour of day, with each line representing a different day.
  • Call Duration Distribution -- A histogram showing how long calls typically last.
  • Monthly Call Trends -- Call volume aggregated by month over time.
  • Call Activity Overview -- A yearly heatmap showing call volume density. Click cells to drill down into specific periods.

Call Analytics Tab

The Call Analytics tab provides deeper data for call and messaging activity.

A tracking panel for short URLs sent through texting workflows, showing click counts and engagement data.

Call Charts

  • Call Volume by Week -- Weekly call trend visualization.
  • Call Distribution by Hour -- Identify peak calling hours to optimize availability.
  • Call Duration Distribution -- Monitor call efficiency and spot duration trends.

Yearly Overview

  • Call Logs - Yearly Overview -- A comprehensive heatmap of your call history with drill-down capability.

Text Logs

  • Text Logs -- Analyze messaging trends and text-based interactions over time.

Exporting Reports

An Export button appears in the toolbar next to the date range controls. Click it to open the Export Custom Report modal, where you can:

  1. Set a report title -- Defaults to the active tab name but can be customized.
  2. Review the date range -- Shown for reference.
  3. Select sections to include -- Check or uncheck individual charts. Use Select All / Deselect All for quick toggling.
  4. Add notes -- Optionally include notes or context for the report.
  5. Click Export PDF to generate and download a branded PDF report.

The available sections change based on the active tab:

Overview tab sections: Call Volume, Calls by Day of Week, Peak Hours, Hourly Distribution, Call Duration Distribution, Monthly Call Trends, Call Activity Heatmap.

Call Analytics tab sections: Links Clicked, Call Volume by Week, Hourly Distribution, Call Duration Distribution, Yearly Call Logs, Text Logs.

Customer Insights tab: Exports the full Customer Insights dashboard.

Next Steps