Journeys Through Search

CallTrackingMetrics dashboardLive queue, agent states and missed calls, next to your CRM.

We build CallTrackingMetrics dashboards that read CTM calls, queues and agent states through its API, and put them next to your CRM data. Managers see who is waiting right now, where each agent stands, and which callers still need a call back.

  • Live calls-in-queue widget, near instant
  • Agent states from CallTrackingMetrics
  • Missed calls and callbacks matched to the CRM
  • Built with our sister company TrussCharts

900+ integrations completed · Salesforce partner · We sign BAAs

How the CTM dashboard is fed

  1. 1
    CallTrackingMetrics

    Calls, queues, agent states and call source from the CTM API

  2. 2
    Your CRM

    Leads, callbacks and outcomes from Salesforce, Zoho CRM or the CRM you use

  3. 3
    CTM dashboard

    Live queue, agents, missed calls and trends, refreshed every five minutes

What a CallTrackingMetrics dashboard adds

CallTrackingMetrics knows every call, its source, its queue and the agent who took it. It also exposes agent states and the live queue. A CallTrackingMetrics dashboard puts that next to the CRM, so a manager sees the call and what happened after it.

CallTrackingMetrics has a native Salesforce integration, which we set up and extend, so calls land on a custom activity object with their source, agent and outcome. For Zoho CRM, we connect CallTrackingMetrics through its API.

The dashboard itself is built with our sister company TrussCharts (trusscharts.com), outside CTM and the CRM. The live calls-in-queue widget is near instant, the rest refreshes every five minutes, and call data is stored for long-range trends.

What's included

What callTrackingMetrics dashboard includes

Live calls in queue

A widget that shows calls waiting in the CallTrackingMetrics queue, near instant.

Agent states

Where each agent stands right now, from CallTrackingMetrics.

Caller wait time

How long callers wait in the queue, by queue and by hour.

Missed calls and callback queue

Missed calls matched to the CRM and broken out by new, repeat and qualified callers.

Pre-queue vs in-queue abandons

Callers who hung up before the queue, and those who hung up while waiting.

Agent reporting

Per-agent KPIs, idle streaks and shift attendance vs schedule.

Heatmaps by hour and day

Calls and missed calls by hour and day, for staffing.

Call source

Calls by source from CTM, paired with CRM outcomes.

TV wallboard

A call center TV wallboard with a leaderboard and rotating views.

The real thing

CallTrackingMetrics dashboards

We work with TrussCharts (trusscharts.com), our sister company, to build dashboards on the data we connect. Client names and locations are replaced.

  1. 1Today in one sentence

    A plain-English headline before any numbers. Inbound, outbound, SMS, and totals grouped by colour. Every card compared with yesterday. (client dashboard, names replaced)

  2. 2Every call by hour and day

    Darker cells mean more calls. Staff the hours that ring most.

  3. 3Missed calls by hour and day

    The hours callers go unanswered. Plan coverage where the red is.

  4. 4Every caller still waiting for a call back

    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)

  5. 5Calls missed while waiting in the queue

    Callers who hung up before an answer. By hour and day.

Works with

CallTrackingMetrics services

CTM setup, routing and integrations

CTM + Salesforce

Native Salesforce integration set up and extended

CTM + Zoho CRM

Connected through the CTM API

CTM queue setup

Queues set up so the live widget shows who is waiting

Admissions dashboards

CTM calls next to Salesforce admissions

TrussCharts CallTrackingMetrics dashboard

Our sister company's CTM dashboard

Switching between CTM and the CRM to see how the phones went?

Book a free call. We look at your CallTrackingMetrics account and CRM, and sketch the dashboard your managers would use.

Book a free call →

What clients say

900+ integrations completed
The JTS team are extremely knowledgeable when it comes to advertising attribution and maximizing the potential of customer and leads. They know software extremely well, and how all the pieces fit together perfectly. I highly recommend his services to anyone looking to streamline their technology and maximize their sales potential.
Jason Landver
CEO, Recovery Beach
I have been thoroughly impressed with the results. JTS team expertise in systems and software integration has given me clear and concise reports, they help me also with generating qualified leads, has been instrumental in driving my business forward. Thank you for everything you have done for my business.
Mike Kwak
On-Site Adjusting
For the past five years, Journeys Through Search has been an incredible marketing company to assist in our PPC, web development and support. Quick responses, vast knowledge and marketing creativity made them such a value add to our organization.
Tarra Boggs
EHS & Compliance Operations Manager

How it works

How callTrackingMetrics dashboard works

  1. 01

    Free call

    We look at your phone system, your CRM and the questions your managers ask every day.

  2. 02

    Project quote

    Priced by project, not by the hour. You approve before we start.

  3. 03

    Connect the data

    Calls pulled from the phone system API, matched to CRM records, and stored so long-range trends work.

  4. 04

    Build, test and hand over

    The dashboard built with TrussCharts, checked against the phone system, then handed over with training.

Working with us

CallTrackingMetrics dashboard FAQ

Can the dashboard show calls waiting in the queue?

Yes. The CallTrackingMetrics live calls-in-queue widget is near instant.

Can it show agent states?

Yes. Agent states come from CallTrackingMetrics.

Does it work with Salesforce and Zoho CRM?

Yes. CallTrackingMetrics has a native Salesforce integration, which we set up and extend. For Zoho CRM, we connect it through the CTM API.

How live is the data?

The whole dashboard refreshes every five minutes, and there is a refresh button. Missed-call alerts and the CallTrackingMetrics live calls-in-queue widget are near instant.

Do you sign a BAA?

Yes. We sign BAAs for healthcare work.

How is it priced?

By project, not by the hour. The first call is free, and you get a project quote after it.

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