- Setting Up Your Call Dashboard
- Customizing Your Widgets
- Exploring the 13 Call Widgets
- Utilizing Your Call Dashboard
- Conclusion
GoHighLevel has just released 13 powerful widgets tailored for tracking calls on your dashboard. These widgets offer an innovative way to monitor and analyze call metrics, helping you gain deeper insights into your business operations. In this blog post, we’ll show you how to use and set up these widgets, and explore what they can track.
Setting Up Your Call Dashboard
Step 1: Create a New Dashboard
Start by navigating to the sub-account level and selecting “Dashboard.” Create a new dashboard and name it “Call Dashboard” to track all your call-related metrics. You can make this dashboard private or accessible to everyone in your sub-account. Confirm your settings to proceed.
Step 2: Edit Your Dashboard
Click on the pencil icon labeled “Edit Dashboard” and select “Add Widget.” You’ll find categories like contacts, appointments, opportunities, and calls. Under the calls section, you now have 13 widgets to choose from.
Step 3: Configure Widgets
Each widget can be customized based on specific data. For example, you can set the “Incoming Calls by Status” widget to display data in descending order, choose the number of entries, and select a date range. You can also decide on the type of chart—donut, line, bar, or horizontal bar chart.
Customizing Your Widgets
Date Ranges:
- Yesterday
- Today
- Tomorrow
- This Week
- Next Week
- Last Week
- Last 7 Days
- This Month
- Last Month
- Next Month
- Quarters (Current, Last, Next)
- Years (This Year, Last Year, Next Year)
- Custom Date Range
Chart Types:
- Numeric
- Donut
- Line
- Bar
- Horizontal Bar
Exploring the 13 Call Widgets
- Incoming Call Status: Groups incoming calls by their status.
- Outgoing Calls by Status: Groups outgoing calls by their status.
- Incoming Calls Total Duration: Tracks the total duration of incoming calls.
- Outgoing Calls Total Duration: Tracks the total duration of outgoing calls.
- Incoming Calls Average Duration: Tracks the average duration of incoming calls.
- Outgoing Calls Average Duration: Tracks the average duration of outgoing calls.
- Total Calls Placed by Call Attendee: Tracks calls grouped by the user who made the call.
- Incoming Calls Average Duration by Attendee: Tracks the average duration of incoming calls grouped by the user who attended the call.
- Outgoing Calls Average Duration by Attendee: Tracks the average duration of outgoing calls grouped by the user who made the call.
- First-Time Call by Status: Tracks the status of incoming calls received for the first time.
- First-Time Call Average Duration: Tracks the average duration of first-time incoming calls.
- First-Time Call Average Duration by Attendee: Tracks the average duration of first-time incoming calls grouped by the user who attended the call.
- First-Time Call Total Duration: Tracks the total duration of first-time incoming calls.
Utilizing Your Call Dashboard
By adding these widgets to your dashboard, you can visualize and analyze different aspects of your call data. Whether you need bar graphs, donut charts, or line charts, you can choose the format that best represents your data. This helps you to monitor call performance, identify trends, and make informed decisions to enhance your business operations.
Conclusion
GoHighLevel’s 13 new call tracking widgets are a game-changer for businesses looking to optimize their call analytics. By following the steps outlined above, you can set up a comprehensive call dashboard tailored to your needs. These widgets not only streamline your call tracking process but also provide valuable insights that can drive your business forward.
