# CallGrid Dashboard Navigation

> This guide walks you through every element of the interface, helping you navigate like a pro from day one.

Source: https://callgrid.com/knowledge-base/callgrid-dashboard-navigation
Last updated: 2025-09-24

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.

![](https://callgrid.com/api/media/file/SampleDash.png)

### 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**
  - 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