Quick Answer
How do you add Call Tracking widgets to a dashboard?
Open your Dashboard, enter Edit Dashboard mode, click Add Widget, select the Calls or Call Tracking category, choose the widget you want, and configure its date range, chart type, sorting, and available filters.
Understanding Call Performance Without Digging Through Logs
You may be handling calls regularly, but patterns in call volume, duration, status, or team performance can be difficult to see from individual records alone.
Call Tracking widgets bring call activity into the Dashboard so you can review trends, compare team activity, and monitor how calls are being handled from one reporting view.
Depending on the widget, you can monitor incoming and outgoing call status, call duration, attendee performance, and first-time caller activity.
Without that visibility, missed-call patterns, uneven workload, or changes in call activity can be easier to overlook.
Start with volume and duration
The original guide recommends beginning with a Call Status widget and a Call Duration widget. Together, they provide a quick view of call volume and call-length patterns.
Call Tracking at a Glance
Before You Begin
Decide what you need the call dashboard to show before adding every available call widget.
- Decide whether call volume, call duration, missed calls, or team performance is the primary reporting goal.
- Choose whether you need a new dashboard or an existing dashboard can be reused.
- Decide whether the dashboard should cover all users or a specific representative.
- Choose the date range that matches the reporting period you need.
- Decide whether incoming and outgoing calls should be viewed together or separately.
- Keep the first version focused enough to review quickly.
Setting Up a Call Tracking Dashboard
You can build a dedicated call dashboard from scratch, start from a template, or reuse an existing dashboard structure.
Open the Dashboard Area
Navigate to the Dashboard section from the main navigation.
Add a Dashboard
Choose Add Dashboard when you need a new reporting view.
Choose How to Start
Select the dashboard creation method that fits your needs:
- Blank Dashboard: Start from scratch.
- Template Library: Start from a preset layout.
- Clone Existing Dashboard: Reuse and modify a dashboard you already use.
Set Visibility
Configure the available privacy or sharing settings based on how the dashboard should be used in your account.
Create the Dashboard
Click Confirm or the available final save/create control.
Basic dashboard creation flow
Dashboard → Add Dashboard → Blank / Template / Clone → Visibility → Confirm
Adding and Configuring Call Widgets
Add the Call Tracking widgets that match your reporting goals, then configure the available date, chart, sorting, and filtering controls.
Enter Dashboard Edit Mode
Click the pencil icon or Edit Dashboard.
Click Add Widget
Select Add Widget.
Choose Calls
Open the Calls or Call Tracking widget category.
Select the Widget
Choose the call metric you want to add to the dashboard.
Configure the Widget
Configure the settings available for that widget, which may include date range, chart type, sorting, entry limits, and call filters.
Common Call Widget Configuration Options
Date Range
Choose an available period such as Today, This Week, Last Month, or a Custom range.
Chart Type
Choose an available visualization such as Line, Donut, Bar, or Horizontal Bar depending on the widget.
Sorting and Entries
Organize results around available options such as top performers, highest call counts, or longest duration.
Filters
Narrow the widget by incoming or outgoing calls, attendee or user, status, and other supported conditions.
Build a team view before individual views
The original guide suggests creating one dashboard for All users, then duplicating it and filtering the copies to individual representatives when you need a focused view for one-to-one coaching.
Common Call Widget Types
Incoming / Outgoing Call Status
Review total call counts grouped by call status and direction.
Duration Tracking
Monitor total or average call duration based on incoming or outgoing call activity.
Call Attendee Metrics
Group call statistics by team member or attendee to compare call activity.
First-Time Caller Metrics
Track first-time call counts and duration using available status and attendee groupings.
Recommended starting stack
The original guide recommends Call Status + Call Duration + Attendee Metrics for a combined view of volume, duration, and team accountability.
Using Call Widgets to Monitor Performance
Call Tracking Dashboard Best Practices
Frequently Asked Questions
How do I access the dashboard section?
How do I add call tracking widgets?
What types of call widgets are available?
Can I change chart types and date ranges?
Continue Learning
Continue learning how to configure Dashboard widgets, layouts, and reporting with these related BizStackPro Help Center guides.
