We build Five9 call center dashboards from the Five9 API and your CRM. When Five9 exposes the data, managers see calls, missed calls, callbacks, queues and agents on one screen, next to what happened in Salesforce, Zoho CRM or the CRM you use.
900+ integrations completed · Salesforce partner · We sign BAAs
How the Five9 dashboard is fed
Calls, queues and agent activity, as far as the Five9 API exposes them
Leads, callbacks and outcomes from Salesforce, Zoho CRM or the CRM you use
Calls, missed calls, agents and trends, refreshed every five minutes
Five9 runs the calls. Your CRM knows who the callers are and what happened next. A Five9 call center dashboard puts both on one screen, built outside the phone system so it can combine them and keep the call data for long-range trends.
What the dashboard shows depends on what the Five9 API exposes for your account. Where it exposes calls, queues and agent activity, the dashboard shows missed calls and callbacks, agent KPIs and heatmaps. Not Ready reason codes show when Five9 exposes them. We confirm what is available on the free call.
The dashboards are built with our sister company TrussCharts (trusscharts.com). The whole dashboard refreshes every five minutes, with a refresh button, and missed-call alerts are near instant.
What's included
Calls in, answered and missed, with the miss rate, from the call data the API exposes.
Missed calls matched to the CRM and broken out by new, repeat and qualified callers.
Pre-queue vs in-queue abandons, when the API exposes queue data.
Missed calls routed to people or groups per location or rep, with near-instant alerts.
Voicemails with the phone system's AI summary, where it provides one, to email, Teams or the dashboard.
Per-agent KPIs, idle streaks, supervisor alert rules and shift attendance vs schedule.
Why agents are not ready, when Five9 exposes the codes.
Calls and missed calls by hour and day, for staffing.
A call center TV wallboard with a leaderboard and rotating views.
Call data stored outside the phone system, so long-range trends work.
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)
Green under 10%, red at 40% and up. The worst hour named at the top. Hours with fewer than 5 calls are greyed out. (client dashboard, names replaced)
Missed calls and % missed per agent. Outbound calls next to inbound. Talk time for every agent. (client dashboard, names replaced)
Five9 calls logged in Salesforce
Five9 calls logged in Zoho CRM
The full call center dashboard
Per-agent KPIs, idle streaks and attendance
The callback queue, broken out
Our sister company's custom call center dashboard
Book a free call. We look at your Five9 account and CRM, and sketch the call center dashboard your supervisors would use.
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How it works
We look at your phone system, your CRM and the questions your managers ask every day.
Priced by project, not by the hour. You approve before we start.
Calls pulled from the phone system API, matched to CRM records, and stored so long-range trends work.
The dashboard built with TrussCharts, checked against the phone system, 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.
When the Five9 API exposes the data: calls and the miss rate, missed calls and the callback queue, abandons, agent KPIs, heatmaps by hour and day, and CRM outcomes next to the calls.
Yes, when Five9 exposes them through its API. We confirm what your account exposes on the free call.
No. We build on Salesforce, Zoho CRM or another CRM whose API allows it.
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.
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.
