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Analytics
General performance reporting for calls, usage, bookings, and operating trends.
What this page is for
Use for owner-level reporting.
How to set it up
- 1Let call and appointment data accumulate.
- 2Use date filters.
- 3Compare with Revenue and Service Revenue pages.
Demo workflow
Analytics demo
The owner wants to understand performance and decide what to improve next.
1
Collect data
Let calls, bookings, tasks, and outcomes accumulate.
2
Filter
Use Analytics to inspect trends, scores, or weak spots.
3
Improve
Update agent instructions, knowledge, routing, service rules, or staff workflow based on the finding.
The dashboard explains what changed and where the business should focus next.