CallGrid Dashboard Navigation

Your CallGrid dashboard is command central for your call tracking operations. This guide walks you through every element of the interface, helping you navigate like a pro from day one.

Dashboard Overview#

The CallGrid dashboard provides real-time insights into your call performance with three customizable time views: Hourly, Daily, Weekly, and Monthly. Toggle between these views using the buttons at the top of the dashboard to analyze trends at different scales.

Key Performance Metrics (Top Row)#

Your most critical metrics are displayed prominently at the top of the dashboard:

Impressions#

• What it shows: Number of times your tracking numbers were displayed
• Why it matters: Indicates your campaign reach and visibility
• Pro tip: Compare impressions to clicks to gauge engagement rate

Clicks#

• What it shows: Number of times visitors clicked to call
• Why it matters: Direct indicator of user intent
• Pro tip: Low click rates may indicate placement or messaging issues

Total Calls#

• What it shows: All inbound calls received
• Why it matters: Your raw call volume metric
• Color coding: Green (increase), Red (decrease) from previous period

Failed Calls#

• What it shows: Calls that didn't connect successfully
• Why it matters: High failure rates impact revenue and customer experience
• Pro tip: Investigate spikes immediately through the Reports section

Financial Metrics (Second Row)#

Billable Calls#

• What it shows: Calls meeting your billable duration threshold
• Why it matters: Direct revenue indicator
• Percentage shown: Billable rate helps optimize campaigns

Payable Calls#

• What it shows: Calls you need to pay vendors for
• Why it matters: Critical for margin calculation
• Color coding: Green indicates healthy margins

Average Duration#

• What it shows: Mean call length across all calls
• Format: Minutes:Seconds
• Why it matters: Longer durations often correlate with quality

Conversions#

• What it shows: Calls resulting in successful outcomes
• Why it matters: True measure of campaign effectiveness
• Pro tip: Set up AI transcription to track conversions automatically

Revenue Tracking (Bottom Section)#

Total Revenue#

• What it shows: Gross revenue from all calls
• Percentage change: Compared to previous period
• Use case: Track overall business growth

Total Profit#

• What it shows: Revenue minus costs (Net profit)
• Why it matters: The only metric that really matters
• Pro tip: Set profit alerts for anomalies

Visual Analytics#

Revenue/Cost Bar Chart (Left)#

• Orange bars: Daily revenue
• Blue line: Daily costs
• How to use: Identify profitable vs. unprofitable days at a glance
• Interactive: Hover for exact values

Call Volume Line Chart (Right)#

• What it shows: Call volume trends over time
• Use case: Identify patterns, peaks, and valleys
• Pro tip: Correlate with marketing campaigns or seasonal trends

Left Navigation Menu#

Dashboard (Current View)#

• Your home base for performance monitoring
• Customizable widgets (coming soon)

Campaigns#

• Create and manage call tracking campaigns
• View campaign-specific performance

Reports#

• Detailed analytics and custom reports
• Export functionality for deeper analysis

Buyers#

• Manage call buyers and their settings
• Track buyer-specific performance

Vendors#

• Configure vendor accounts and permissions
• Monitor vendor delivery quality

Sources#

• Track performance by traffic source
• Optimize based on source quality

Numbers#

• Manage your phone number inventory
• Purchase new numbers

Integrations#

• Connect third-party services
• Configure webhooks and APIs

Account Management (Bottom)#

Collapse (Toggle)#

• Minimize navigation for more screen space
• Useful for smaller screens

Company Name (Dropdown)#

• Switch between different companies/accounts
• Manage multiple brands from one login

Pro Navigation Tips#

1. Quick Filters
2. • Click any metric to drill down
   • Use date ranges for historical comparison
   • Filter by campaign, source, or buyer

Understanding Percentage Changes#

All percentage changes compare to the previous period:

• Green percentages: Positive change
• Red percentages: Negative change
• Time period: Matches your selected view (hourly, daily, etc.)

Mobile Navigation#

The CallGrid dashboard is fully responsive:

• Swipe between metric cards on mobile
• Tap charts to zoom
• Use the hamburger menu for navigation

Getting Started Tasks#

1. Set up your first campaign - Click Campaigns → New Campaign
2. Configure vendors - Essential for proper attribution
3. Customize your view - Make the dashboard work for you
4. Set up alerts - Never miss important changes

Troubleshooting Dashboard Issues#

Data not updating?

• Check your selected time range
• Verify campaign is active
• Confirm tracking code is installed

Metrics seem wrong?

• Review your conversion settings
• Check timezone configuration
• Verify filter settings