Dashboard Overview
Your control center for monitoring performance, spotting issues, and managing campaigns in real time.
Overview
The Dashboard gives you a live snapshot of your call, campaign, and lead performance across the entire system. It's the first page you'll see after logging in and serves as your control center for monitoring performance, spotting issues, and managing campaigns in real time.
The Dashboard brings together everything that matters most: call volume, conversions, revenue, and system health — in one place.
From here, you can quickly:
- Track total and connected calls over time
- View campaign performance trends
- Monitor conversion rates and revenue
- Manage emergency stops or pauses
- Review the health and efficiency of your dialer system
Tip: Most users check the Dashboard daily to spot dips in conversion rate, connection efficiency, or call volume before scaling campaigns.
1. Call Volume & Performance
This section visualizes your overall system activity.
Metrics shown:
- Total Calls: Total number of calls placed within the selected period
- Connected Calls: Total successfully connected calls
- Conversion Rate: % of connected calls that converted
- Revenue: Total revenue generated across all campaigns
The line graph displays call trends and performance changes over time, with green and red deltas indicating improvement or decline since the previous period.
Data Refresh: These metrics update automatically in near real-time as new calls are made and processed.
2. Emergency Controls
This section provides instant administrative control to pause or stop all campaigns if needed — for example, to prevent compliance issues, manage unexpected spikes, or perform maintenance.
Actions available:
- Deactivate All Campaigns: Instantly pauses all active campaigns
- System Pause Status: Displays when campaigns are paused globally
Access: Only Admin and Superuser roles can view or activate Emergency Controls.
3. Dashboard Metrics
This section shows your system-wide KPIs and visual performance summaries.
Includes:
- Total Calls and Conversion %
- Campaign Performance Chart: Daily or hourly call activity and conversion trends
- Conversion Funnel: Displays conversion flow (e.g., Connected → Qualified → Transferred → Converted)
Hovering over any point on the graph provides exact figures for that timestamp.
4. Active Campaigns
Lists all active campaigns currently running.
Columns:
- Campaign Name
- Leads Assigned
- Status (Active, Paused, Completed)
- Start Date / Last Activity
From here, you can click into any campaign to view detailed performance reports or adjust settings.
Best Practice: Monitor this table daily to ensure each campaign is delivering expected call volume and conversion efficiency.
5. Dialer Health Monitor
This area tracks your system's operational efficiency and lead quality.
Key metrics:
- Connection Metrics: Average connection rate across all campaigns
- Call Efficiency: Measures the ratio of successful connections vs total dials
- Latency: Average delay from call initiation to connection
- Cost per Conversion: Calculated automatically based on your spend and connected calls
Use this section to identify dialer issues or list quality problems before they affect performance.
Tip: Sudden drops in Call Efficiency or spikes in Latency can indicate carrier routing issues or low-quality data sources.
6. Best Practices
- Check your Conversion Rate and Revenue daily to catch performance changes early
- Use Emergency Controls only when necessary to avoid interrupting live campaigns
- Regularly review the Dialer Health Monitor to maintain efficiency and compliance
- Track Active Campaigns for even pacing and balanced lead distribution
FAQs
Q: How often does the dashboard refresh?
A: Data updates automatically in near real time as calls are logged and processed.
Q: Who can use Emergency Controls?
A: Only users with Admin or Superuser permissions.
Q: Why is my revenue showing as $0?
A: Revenue metrics only appear when campaign tracking and conversion tagging are configured.