Client Account Analytics Overview

This guide provides an overview of the Client Account dashboard in your Agency account, including key metrics and widgets.

 1. Demo Data

• Enable this option to view Sample Data for reference.

2. Date Filter

• By default, the dashboard displays data from the last 30 days.

• Use the Filter to select other date ranges (e.g., Today, Yesterday, etc.) to generate the required overview.

3. Calls Summary

Metrics:

• Total Calls: Total number of calls dialed or received within the selected date range.

• Connected Calls: Total number of successfully connected calls within the selected date range.

Performance:

• Call Minutes: Total call duration (in minutes) for the selected date range.

• Avg. Call Length: Average duration of calls during the selected date range.

Goals:

• Goal Achieved: Number of goals completed.

• Completed (%): Percentage of goals completed.

Positive Sentiment:

• Reflects the percentage of customer interactions with positive feedback. 
• Provides actionable insights to enhance customer satisfaction 
• Showcasing the effectiveness of support and delivering consistent service excellence. 

4. Graph Widget: Calls by Type

• Displays a breakdown of calls by type: Outbound, Inbound, and Web.

5. Graph Widget: Calls by Status

• Shows the status of calls: Connected and Not Connected.

6. Graph Widget: Calls by Goal Status

• Visualizes goal status: Complete and Incomplete.

7. Graph Widget: Add-on Spent

• Represents the add-on minutes used during the selected date range.

8. Graph Widget: Call Ended by Reason

• Displays the reasons why calls were ended (e.g., user disconnected, dropped, etc.).

9. Graph Widget: Call Minutes by Agents

• Shows the performance of AI agents by call duration for the selected date range.