We build an admissions dashboard in Salesforce that puts CallTrackingMetrics calls next to your admissions pipeline: inbound and outbound calls, missed calls, calls waiting in the queue, each rep's activity, and the AI summary behind every call.
900+ integrations completed · Salesforce partner · We sign BAAs
How the dashboard is fed
CallTrackingMetrics logs each call to Salesforce with source, rep, times and AI summary
Leads and opportunities move through your stages to admitted
Calls, queue, missed calls and admits side by side, for managers and each rep
Admissions managers need two things at once: what is happening on the phones, and what is happening in the pipeline. CallTrackingMetrics knows the first, Salesforce knows the second, and switching between them hides the link.
We set up the native CallTrackingMetrics integration and extend it, so every call is a record in Salesforce on a custom activity object, with the source, the rep, ring and talk time, the recording and the AI summary. Then the dashboard reads calls and admissions from the same place.
On top of the standard dashboard, we add Lightning Web Components where reports stop: a live widget of calls waiting in the queue, a recording player, and a banner when a patient is admitted.
What's included
Call counts by source, rep and day, from CallTrackingMetrics calls logged in Salesforce.
Missed calls flagged on the record and listed, so callbacks can be tracked.
A live widget showing calls waiting in the CallTrackingMetrics queue, on the admissions dashboard.
A dashboard for each rep with their calls, leads and admissions.
Leads and opportunities by stage, through to admitted, next to the calls that started them.
The AI summary and recording one click away from the dashboard.
Calls flagged by the keywords CallTrackingMetrics spots, for review and reporting.
Comparisons by month, with dashboards refreshed through the day.
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.
Calls in queue right now, across the top. Missed calls, admits, and arrivals today. Leads to opportunities to admits, and calls by hour. (client dashboard, names replaced)
Answered, missed, and outbound per agent. Calls that never reached an agent get their own row. Busiest agents at the top. (client dashboard, names replaced)
Missed calls and % missed per agent. Outbound calls next to inbound. Talk time for every agent. (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)
Every system we connect to Salesforce, in one list
CallRail and CallTrackingMetrics native integrations, with recordings and AI call summaries on the lead
Gravity Forms, Jotform and Typeform fills create leads with tracking attached
LiveChat, SnapEngage, Tawk.to and Avochato conversations saved to the lead
Kipu and Sunwave: admissions in Salesforce, clinical in the EMR, kept in step
CollaborateMD, AdvancedMD and HiLite, with insurance payments on the patient
Stripe, PayTrace and PayPal payments recorded on the opportunity
Google Ads, Microsoft Ads, Meta and TikTok leads in, offline conversions out
ActiveCampaign lists and automations that follow Salesforce
Open other systems from the Salesforce record with SSO
Salesforce data in Google Sheets, BigQuery and Looker Studio
No app for it? We build the connection with Apex and the APIs
Book a free call. We look at how calls and admissions are reported today, and sketch the dashboard your team would use.
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How it works
We look at your Salesforce org and what your team needs from its admissions reporting.
Priced by project, not by the hour. You approve before we start.
Built and tested in a sandbox, away from live data, then deployed to production.
Your team walked through it, with support for fixes and new requests after go-live.
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.
Yes. We set up the native integration, then extend it so calls carry the AI summary, transcript and tracking details your dashboard needs.
Yes. We build a Lightning Web Component that shows calls in the CallTrackingMetrics queue on the admissions dashboard.
Yes. Each rep sees their own calls, leads and admissions, and managers see the whole team.
Yes. We sign BAAs for healthcare work.
Yes. Journeys Through Search is a Salesforce partner.
By project, not by the hour. The first call is free, and you get a project quote after it.
