Call Analytics & Metrics

To access this feature, open your CRM Dashboard and click on Analytics. From the menu, select Overview & Reports to inspect organization-wide calling metrics and performance.

Periodic Reports Filter & Setup

Setup Instructions

Step 1
Navigate to the Analytics tab on the left navigation sidebar to view your primary executive metrics.
Step 2
Inspect the top-level KPI widgets displaying Total Calls, Answered Calls, Missed Calls, and Average Talk Duration.
Step 3
Click on the Date Filter in the top right corner to select Today, Last 7 Days, This Month, or custom date ranges.
Step 4
Filter by specific telecalling groups or departments to isolate team productivity trends.
Step 5
Scroll down to the Hourly Call Traffic chart to identify peak customer response windows.
Step 6
Review the Agent Leaderboard breakdown to compare connection rates across individual telecallers.
Step 7
Click Export Excel to download formatted performance reports for executive audits.
Analytics Overview and KPIs
Got Questions?

Frequently Asked Questions