Call Reporting

Created by Ezra Weinstein, Modified on Mon, Oct 3, 2022 at 10:18 AM by Hannah Harris

This section allows you to track and analyze your inbound call data regarding the phone numbers connected to your CRM.

This section is truly powerful! You can track how your team handles inbound phone calls and how efficient they are.

NOTE: Depending on your user permissions, you may not have access to all of the components.

Call Reporting Data Tiles

Choose Phone Number

If your business has more than one phone number integrated into your CRM, you can switch between them individually or analyze all numbers at the same time.

Select Date Range

In order to properly analyze call data, you will need to set specific date ranges.

Filter Call Data

By clicking this button, you can filter the data that appears below to get more accurate and specific information regarding your call reports. To learn how to filter call reporting, click here: Advanced Call Reporting Filters

Download Call Reporting Data

To download all of this call reporting data into an excel spreadsheet, you would simply click here.

Answered vs Missed Calls

This graph shows a visual representation of how many Phone calls your business answered compared to how many were missed.

Top Call Sources

Here you can see the top sources of your inbound calls.

Total Calls Timeline

This chart shows a timeline of total phone calls over a period of time.

Answered Calls

Track how many phone calls have been answered over a certain period of time.

You can also see a percentage below the main number telling you whether this number is higher or lower than the previous period selected in the date range.

Missed Calls

Track how many phone calls have been missed over a certain period of time.

You can also see a percentage below the main number telling you whether this number is higher or lower than the previous period selected in the date range.

First Time Callers

Track how many phone calls have been first-time callers over a certain period of time.

You can also see a percentage below the main number telling you whether this number is higher or lower than the previous period selected in the date range.

Average Call Duration

Track the average call duration of your inbound phone calls over a certain period of time.

You can also see a percentage below the main number telling you whether this number is higher or lower than the previous period selected in the date range.

Call Data Table

This table shows you a list of recent phone calls and all the associated data that is collected including:

Date of the call
Who called
If that call was answered or missed
If they were a first-time caller
The duration of the call

Individual Call Details

Click here to open the call details. If you are recording phone calls, you will also have multiple actions to take using the recorded call.

Qualified Call?

Your CRM will also identify calls as qualified or not qualified calls!

Call Flow

Here is your call flow. If you have any sales process that transfers calls between sales agents, you will see the call flow here.

Call Status

You can see the call status here. Calls are either marked as successful or failed.

Call Recording

Here is the recording of the call you are currently looking into. You can do multiple things with this recording, such as:

Listen to the recording
Download the recording
And delete the recording

Play Recording

Click the play button to listen to this recording

Stop Recording

Click here to stop this recording

Mute Recording

This button mutes the recording

Change Playback Speed

If you want to change the playback speed, you can click this button while listening to this recording.

Download Call Recording

If you want to download this recording, click this button.

Delete Call Recording

Click this button to delete this call recording.

Once deleted, your call recording will never be available again so be careful before deleting.

Click the "Start Help Guide" button in this section of your CRM to start an interactive, guided tour and learn more about the components found in this section and how to use them!