Dashboard

Open Dashboard from the sidebar. The dashboard also opens after user login. Its cards link to the related records so you can investigate the totals.

Area	What to review
Summary cards	Total, incoming, and outgoing calls; campaigns; contacts
Call activity	Incoming/outgoing activity with a range selector and All, Incoming, and Outgoing views
Lead distribution	Hot, warm, cold, and lost classifications
Sentiment distribution	Available positive, neutral, and negative results
Recent calls	A short list of recent records with a link to Call Logs
Live calls	Currently reported live sessions

Open Quick Actions to create a campaign, create an agent, or open the flow builder. Open Analytics for period and call-type filters and PDF reporting. Dashboard call summaries exclude records marked as tests. Counts and classifications reflect the records returned by the server. An empty chart or missing sentiment does not establish that a conversation succeeded or failed; open the underlying call for details.

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Dashboard