Understanding Your Dashboard
Quick guide to reading reports, KPI signals, and exporting insights.
Snapshot: Your dashboard shows contact rate, bookings, transfers, latency, and health metrics with date and cohort filters.
Tip: Use cohort filters to avoid mixing warm and cold lists in top-line metrics; segmentation prevents misleading averages.
What you'll learn
Which metrics matter weekly vs monthly, how to slice by cohort, and how to export reports for finance and ops.
Key panels
- Performance Overview: contact rate, booking rate, warm transfers.
- Latency & Health: sub-800ms turns p50/p90/p99 and system status.
- Cohort Analytics: compare lists, scripts, or time windows.
How to interpret contact rate
Contact rate = answered calls ÷ dialed attempts. Good range: 90–95% for warm lists; expect lower for cold lists.
Exporting reports
- Open Reports → select timeframe and cohorts
- Click Export CSV or Export PDF
- Schedule recurring exports from the "Schedule" button
Tip: Use cohort filtering to separate new leads from reactivation lists to avoid misleading aggregate metrics.
Common questions
- Why are bookings lower than expected?
- Check the funnel: contact → qualified → booked. A low qualify rate often points to script or targeting issues.
- Where is latency measured?
- Latency is per conversational turn, measured at our platform edge and reported in ms.
Next steps
Open the KPI Glossary to confirm definitions, then run an ROI walkthrough with your numbers.
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