Monitor team performance and communication activity at a glance with real-time metrics for emails and calls. These dashboard widgets provide instant visibility into how your team engages with customers.
User Emails Activity
Track the performance of email communications sent by users:
Sent – Total number of emails sent
Undelivered – Emails that failed to reach recipients
Replied – Number of email replies received from customers
User Calls Activity
Monitor calling activity and connection rates:
Outbound Calls – Calls initiated by users
Inbound Calls – Calls received from customers
Calls Connected – Successfully connected calls
Setting Custom Date Ranges
You can analyze activity for any time period using the flexible date selector:
Quick Presets
Choose from common time periods:
Custom Date Range
Set your own specific date range:
Click the From date field
Select your start date
Click the To date field
Select your end date
The metrics will automatically update to reflect your selected timeframe.
Filtering Activity by Customer Segment
Each activity section can be filtered independently to focus on specific customer groups:
Available Filter Options
Active Chasing – Only customers currently in active workflows
All Customers – Include all customers regardless of status
Custom Filters – Apply additional filtering criteria
How to Apply Filters
Locate the filter buttons at the top-right of each section
Click to toggle between Active Chasing and All Customers
Use the date selectors to adjust the timeframe
Metrics update automatically based on your selections
Viewing Detailed Activity
Click on any metric card to view the detailed breakdown of all of the customers and related information:
Important Note About Statistics
Metrics may take a few minutes to update
Activity statistics are processed and refreshed periodically. After emails are sent or calls are completed, allow a few minutes for the dashboard metrics to reflect the latest activity. This ensures accurate aggregation across all users and activities.