About this tab
The Dashboard shows a summary of call activity for a date range you choose. Use it to check call volume, call outcomes, and which Campaigns are getting results.
Who can access it
All roles: Agent, Admin, Super Admin, Account Owner, System Admin. An Agent's numbers are built from their own calls only; admin-level roles see every Agent's calls. The View links on each card only appear if your role can open that tab.
Step by step
- Open Dashboard.
- Set From and To to choose a date and time range, or leave them empty to see all loaded calls.
- Click Refresh Data to load the latest calls.
- Read the four totals under Platform Performance.
- In Conversations Over Time, switch the chart between Calls, Talk Time, and Interested.
- Check Call Performance for answered, no-answer, busy, and failed calls.
- Check Top Campaigns and Recent Activity.
Fields explained
- Total Calls Logged: Calls in the selected range.
- Active License Seats: Number of agent accounts provisioned.
- Contacts in Database: Number of Records loaded.
- Active Campaigns: Number of Campaigns.
- Conversations Over Time: A by-hour chart. Calls counts calls placed, Talk Time counts minutes talked on connected calls, and Interested counts records marked Interested, by hour.
- Call Performance: Counts of Answered, No Answer, Busy, and Failed calls.
- Top Campaigns: Each Campaign's Calls, Connected calls, and Conversion.
- Recent Activity: The five most recent calls in the range.
- Outbound Call Studio Ready: A shortcut card that opens the Softphone Dialer, shown only to roles that have that tab.