Data & Reporting

If we can't show it on a dashboard, we don't claim it.

We baseline your current numbers before launch, then report the same metrics every week at both dashboard and campaign level.

  • Pre-launch baseline
  • Weekly reviews
  • Campaign-level detail
  • Exportable raw data
The scorecard

Six numbers we hold ourselves to.

Answer rate

Share of inbound demand actually engaged, by hour and channel.

Containment

Conversations resolved without a human touch.

Qualified conversations

Volume meeting your own qualification criteria.

Bookings

Appointments and sales created, tied to source.

Speed-to-lead

Seconds from lead event to first live contact.

Cost per handled call

Total spend divided by conversations that mattered.

01 — Dashboards

Live dashboards

One view for executives, one for the team working the queue. Both read from the same records.

Executives see the trend, the team sees today's live queue — both read the same records, and either view drills straight down to one call's recording and transcript.

Real-time queue

Live calls, waiting handoffs and today's outcomes at a glance.

Trend views

Day, week and month comparisons against your baseline.

Call explorer

Filter to any conversation and open its recording and transcript.

Role-based access

Managers, agents and executives see what they need.

02 — Attribution

Attribution that reconciles

From spend to conversation to outcome, on a single record — so channel reports agree with your CRM.

Every dollar of spend stays attached to the same thread through the conversation to the booking — so channels compare on cost per outcome, and demand that leaked out shows up instead of disappearing.

Source integrity

The originating campaign follows the customer to the booking.

Channel comparison

Mail against digital on the same cost-per-outcome basis.

Offer performance

Which promise produced the appointments, not the clicks.

Leak detection

Where demand was created and then lost, quantified.

03 — Alerts

Alerts & notifications

Systemic notifications so problems surface the same day, not in a monthly recap.

A number crossing its line is what triggers the message — it goes out by SMS, email or team chat within the same day, and if nobody acts the same alert climbs to the next person up.

Threshold alerts

Answer rate drops, spikes in escalation, dead campaigns.

Hot lead pings

High-value conversations pushed to the right person instantly.

Delivery anywhere

SMS, email or your team chat — your choice of destination.

Escalation ladders

If nobody acts, the alert climbs.

04 — Ownership

You own the data

No hostage-taking. If we part ways, you keep everything the system produced.

Numbers, recordings, CRM records and configurations all live inside your boundary, not ours — the door out is already unlocked, so leaving means an export, not a negotiation.

Your numbers

Phone numbers stay yours and portable.

Your CRM

We work inside your system of record, not a private copy.

Your recordings

Recordings, transcripts and consent records exportable on request.

Your scripts

Prompts, flows and configurations documented and handed over.

See the dashboard before you commit.

We'll walk a live example and set the baseline metrics we'd hold ourselves to for your business.