Standard modules on this dashboard
Every build is custom. These are the modules we ship most often for this use case. Mix and match, add new ones, drop what you don't need.
Call Attribution to Campaign
Google, Meta, Bing, TikTok, direct, organic, referral. Every call attributed back to the first and last touch. By landing page, by keyword where available.
Missed Calls That Still Need a Callback
A living queue of inbound calls that have not been returned. One tap opens the call in CallRail.
Agent / Team Performance
Who answered, who missed, who converted. By location and by team.
CallRail + CRM Join
Match CallRail calls to CRM contacts and opportunities. See which calls became paying customers, not just contacts.
Ad Spend to Revenue
Combine CallRail call volume with Google and Meta spend data and your CRM revenue data in one view.
Per-Office + Per-Team Rollups
If you run multiple tracking numbers for multiple locations or brands, every manager gets their own cut without a new login.
Custom CallRail reporting examples
Example reporting screens. Location names and caller numbers have been replaced, and the callback list is illustrative.
Spot the bad day
Total calls, missed calls, and the missed-call rate day by day, so a bad day stands out.
- Total calls and missed calls on one chart
- The percent missed on its own scale
- One point per day
Which office is dropping calls
By location: answered, missed, and outbound calls for every office, side by side.
- Answered, missed, and outbound for every location
- Long red bars stand out at a glance
- Sorted by total calls
The numbers behind each location
The same breakdown as a sortable table, with the miss rate for each location.
- Total, answered, missed, and outbound columns
- Miss % for every location
- Click any column to sort
When the phones ring
All inbound calls by hour and day, with a total for every day and every hour.
- Every hour of every day of the week
- Darker cells mean more calls
- Busiest day and busiest hour called out
Office hours or every hour
The same heatmap with Office Hours switched on: only calls Monday to Friday, 6am to 6pm, so closed hours do not count against the team.
- One switch filters every report to your open hours
- Weekend and after-hours calls stop counting against the team
- Busiest day and busiest hour recalculated for open hours
When callers go unanswered
Percent of inbound calls missed by hour and day: green is good, red is bad, and the worst hour is called out.
- Green under 10%, red at 40% and up
- The worst hour named at the top
- Hours with fewer than 5 calls are greyed out
Every caller still waiting for a call back
Unresolved missed calls: one row per caller who has not been called back, each with a button that opens the call in CallRail.
- One row per caller who has not been called back
- Ring time and status on every row
- Open in CallRail jumps to the call
Custom CallRail reports that go beyond CallRail
The CallRail API exposes far more than the built-in reports show. These are the custom reports teams ask us for most.
Missed calls by location and agent
With hourly and daily heatmaps.
Called back or still pending
Every missed call shows whether it was returned or is still waiting. One row per caller, cleared automatically when someone calls them back.
Links to the call or CRM record
Each row opens the call in CallRail or the matching record in your CRM, so whoever follows up is one click from the details.
Calls by campaign, through to the deal
Which source produced the call, and whether that call turned into a closed deal in your CRM.
Revenue by source
CRM revenue tied back to the CallRail source and campaign that produced the call.
After-hours calls
Every call that came in outside business hours and whether it got a callback.
Missed and abandoned call reporting that shows you where to act
Where callers give up, who let the call ring out, when you are understaffed, and which missed callers nobody has called back.
Abandons by campaign, location, and agent
See where callers are giving up: which campaigns send calls that never get answered, which locations drop the most, and which agents let calls ring out.
KPIs per agent
Calls answered, calls missed, callbacks made, and talk time for each agent, next to the team average.
Callbacks: the money left on the table
When you take 400 or more calls a day, the missed calls nobody returns add up fast. Every missed caller stays on the list until someone calls them back.
All calls vs. missed calls, hour by hour
Two heatmaps on the same grid, day of week by hour of day: one for every call, one for missed inbound calls only. Side by side, the understaffed hours are obvious.
Staffing levels across the week
See which days and hours need more people on the phones and which have more coverage than calls. Adjust the schedule, then check the following week to see whether the missed calls moved.
CallRail monitoring and alerts
Reports tell you what happened. Monitoring tells you while it is happening.
Needs-callback tags in CallRail
Missed calls are tagged in CallRail automatically and untagged when someone calls back, so your CallRail filters match the dashboard.
Alerts in Slack or Microsoft Teams
Missed-call pings sent to the channel your team already watches.
Threshold alerts
An email, Slack message, or SMS to a supervisor when the callback queue or wait time passes a level you set.
Nightly summaries
The day in one message: calls handled, calls missed, and callbacks still owed.
CallRail integrations, built for reporting
We are a reporting company. We connect CallRail to your other systems so your reports can answer bigger questions.
CallRail + HubSpot
Match CallRail calls to HubSpot contacts and deals, and report on which calls and campaigns became revenue.
CallRail + Salesforce
Tie each call to the Salesforce lead or opportunity it became, by source and by campaign.
CallRail + Zoho CRM
The same call-to-deal reporting for teams on Zoho CRM.
CallRail + Pipedrive
The same call-to-deal reporting for teams on Pipedrive.
CallRail + your ad platforms
Google Ads, Meta Ads, Bing Ads, and TikTok Ads. See spend, calls, and closed deals by campaign on one line.
CallRail + Slack or Microsoft Teams
Missed-call alerts and summaries sent to the channel your team already watches.
From CallRail access to live reporting
1. Discovery call
We map your CallRail account, your other systems, and the questions nobody can answer today.
2. Scope + fixed quote
You get a fixed quote within 48 hours of the discovery call. No per-seat fees, and everything is month to month.
3. Build + review
We stand up your custom reports and dashboards on a dedicated subdomain of trusscharts.com. You review and we iterate.
4. Launch + maintain
Reports refresh in near real time where your systems allow. We monitor them and add views as you grow.
Common questions
You might also want
Tell us your systems. Get a fixed quote in 48 hours.
We ask what you use, what nobody can answer today, and who needs to see the data. We come back with a fixed scope and quote within two business days of our discovery.