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Analytics

General performance reporting for calls, usage, bookings, and operating trends.

Open feature

What this page is for

Use for owner-level reporting.

How to set it up

  1. 1Let call and appointment data accumulate.
  2. 2Use date filters.
  3. 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.

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