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