We build call center dashboards from your CallTrackingMetrics or CallRail calls and your CRM data. Managers see what is happening on the phones right now, which calls still need a callback, and how each agent and location is doing.
900+ integrations completed · Salesforce partner · We sign BAAs
How a call center dashboard is fed
CallTrackingMetrics or CallRail records each call with its source, agent, location and outcome
Leads, callbacks and admissions live in Salesforce, Zoho CRM or the CRM you use
Live calls, missed calls, agents and admissions side by side, for managers and agents
A call center manager needs to know three things at a glance: what is happening on the phones now, which callers are still waiting to hear back, and where the team is falling behind. The call tracker knows the calls. The CRM knows what happened next. A dashboard for the call center manager puts both on the same screen.
We start with the call data. CallTrackingMetrics and CallRail have native Salesforce integrations, and we set them up and extend them, so every call lands on a custom activity object with its source, agent and outcome. For Zoho CRM, we connect CallTrackingMetrics through its API. Then the dashboard reads calls and CRM records together.
Where CRM reports stop, we build further: a live widget of calls waiting in the CallTrackingMetrics queue, or a fully custom hosted dashboard built with our sister company TrussCharts (trusscharts.com), including for people without a seat in your CRM.
What's included
Calls today, answered and missed, and calls waiting in the queue, at the top of the screen.
Calls by day, so a slow or busy stretch shows up in the chart before it shows up in the numbers.
Each location and each agent side by side, for a call center agent dashboard or a manager view.
Calls and missed calls by hour of the day and day of the week, so staffing matches the phones.
Every missed call listed until someone calls back, with missed call alerts by email.
Calls that came in after hours, ready for the team when it starts.
A call center status dashboard view of where each agent stands right now.
For admissions teams, today's admits next to the calls that started them, from the CRM.
Daily and weekly chart sections and month-over-month comparisons, refreshed through the day.
Each agent sees their own calls and follow-ups, and managers see the whole team.
The real thing
We work with TrussCharts (trusscharts.com), our sister company, to build dashboards on the data we connect. Client names and locations are replaced.
A plain-English headline before any numbers. Inbound, outbound, SMS, and totals grouped by colour. Every card compared with yesterday. (client dashboard, names replaced)
Total calls and missed calls on one chart. The percent missed on its own scale. One point per day. (client dashboard, names replaced)
Answered, missed, and outbound for every location. Long red bars stand out at a glance. Sorted by total calls. (client dashboard, names replaced)
Every hour of every day of the week. Darker cells mean more calls. Busiest day and busiest hour called out. (client dashboard, names replaced)
One row per caller, not one per missed call. Ring time shows how long the call rang before it was missed. Open in CTM jumps straight to the call record. (client dashboard, names replaced)
Live counts of active and not-ready agents. A timeline of every state change per agent. Event counts show who has been busy. (illustrative data)
Calls, queues and missed calls, with the native Salesforce integration set up and extended
Native Salesforce integration set up and extended, so calls land with their source
Salesforce, Zoho CRM or another CRM whose API allows it
Queues set up so the dashboard can show who is waiting
CallTrackingMetrics calls next to Salesforce admissions
Numbers, routing and call logging behind the dashboard
CRM data in Google Sheets, BigQuery and Looker Studio
Our sister company at trusscharts.com, for fully custom hosted dashboards
Book a free call. We look at your call tracking and CRM data, and sketch the call center dashboard your managers and agents would use.
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How it works
We look at your call tracker, your CRM and the questions your managers ask every day.
Priced by project, not by the hour. You approve before we start.
Calls logged to the CRM with source, agent and outcome, and missed calls flagged.
The dashboard built and checked against the call tracker, then handed over with training.
Working with us
US and overnight hours
Our teams cover all hours, so work keeps moving after your day ends.
AI agents in the workflow
We use AI agents in development and content creation, on a HIPAA-compliant Claude Enterprise license, so builds move faster.
900+ integrations completed
We have done this before, and it shows in how we plan and test.
Free call first
Honest advice before any work starts, even if you never hire us.
CallTrackingMetrics and CallRail. Both have native Salesforce integrations, which we set up and extend. For Zoho CRM, we connect CallTrackingMetrics through its API.
No. We build call center dashboards on Salesforce, Zoho CRM or another CRM whose API allows it, or as a custom hosted dashboard with our sister company TrussCharts.
Yes. We build a live widget that shows calls waiting in the CallTrackingMetrics queue.
Each missed call is flagged and listed until someone calls back, and missed call alerts go out by email.
A live call overview, a daily call trend, calls by location and agent, heatmaps by hour and day, missed calls waiting for a callback, an after-hours callback list, agent status and admissions today. Our guide to call center KPI dashboards walks through each one.
Yes. We sign BAAs for healthcare work.
By project, not by the hour. The first call is free, and you get a project quote after it.
