Advanced Data Points in Call Reporting

Overview

The Advanced Call Reporting feature goes beyond basic call metrics by giving you deeper insights into outcomes, lead quality, agent performance, and marketing attribution. With enhanced charts, filters, and customizable tables, you can analyze both incoming and outgoing calls with precision—helping you improve service, optimize ad spend, and train your team more effectively.

1. Streamlined Reporting Flow

• Separate views for Incoming Calls and Outgoing Calls for easy analysis.

• Enhanced tab navigation lets you toggle between All Calls, Incoming, and Outgoing depending on your needs.

2. Call Status Breakdowns

Detailed breakdowns show not just how many calls occurred, but how they were resolved:

• Missed / No Answer

• Declined / Cancelled

• Failed

• Voicemail

• Busy

• Incoming vs. Outgoing split

3. First-Time Callers Chart

• Visualize how many new leads are calling your practice.

• Track outcomes for these first-time calls (e.g., booked, missed, voicemail).

• Evaluate whether your lead generation is producing quality conversations.

4. Call Duration Statistics

• Average Call Duration – Typical conversation length.

• Total Call Duration – Total time spent on calls.

• Available for all-time calls and first-time calls.

Use this to evaluate:

• Call quality and engagement levels.

• Whether customers are getting enough time and attention.

5. Top Call Sources

Identify which channels drive the most inbound calls:

• Google Organic Search

• Paid Ads

• Website Click-to-Call

This allows you to double down on high-performing sources and refine underperforming campaigns.

6. Top Call Agents

For outgoing calls:

• Ranks team members by call volume.

• Tracks unique leads contacted.

• Recognize and reward top performers.

• Replicate high-performing strategies across the team.

7. Enhanced Table Functionality

• Custom Tabs – View All, Incoming, or Outgoing calls.

• Column Selection – Show only the data you care about.

• Historical Data – Access records with outcomes, durations, and sources.

This gives maximum flexibility in how you visualize and analyze calls.

8. Advanced Filters

Drill into exact call metrics with filters for:

• Date range

• Phone number

• Source & campaign

• Source type

• Qualified leads

• First-time callers

• Call status

• Device type

• Call duration

• Keywords

• Landing page

• Referrer

How to Apply Filters

1. Go to Reporting > Call Reporting.

2. Click Filters.

3. Select your desired criteria and update the view.

9. Frequently Asked Questions

Q1: How do I apply filters in Call Reporting?
Click the Filters button and select criteria (e.g., date, status, source).

Q2: Can I customize the call table?
Yes, you can enable/disable columns to focus only on what matters most.

Q3: What do call duration stats mean?
They measure both average and total times—helping you assess conversation quality.

Q4: Why is identifying top call sources important?
It highlights which marketing channels drive the most calls, so you can optimize budget and strategy.

Q5: Can I track calls by outcomes?
Yes. The status breakdown (missed, failed, voicemail, etc.) shows how calls end.

Q6: How can I use the Top Call Agents chart?
Recognize top performers, replicate success strategies, and identify training needs for underperformers.