Overview

The Company Dashboard provides a high-level view of call activity, project creation, booking performance, and Copilot feature usage across your organization.

This article covers:

• Activity Metrics: Inbound calls, outbound calls, projects created, and projects booked.

• Call Breakdown Charts: How to interpret Voice Agent vs. Salesperson activity.

• Feature Usage & Discover Section: How to monitor adoption and identify unused features.

  Note: The Company Dashboard reflects account-wide activity. It is primarily intended for admins, managers, and leadership monitoring performance and feature adoption.

Accessing the Company Dashboard

How to Navigate

1. Go to the left-hand menu.

2. Click Overview.

3. Select Company Dashboard.

4. Use the date range selector in the top-right (e.g., Last 30 Days).

5. Use the comparison dropdown to compare against a Previous period.

Warning: Customizations made to the Company Dashboard affect all users. The dashboard functions as a global report, meaning layout or configuration changes will update the view for everyone.

Activity Overview Metrics

At the top of the dashboard, you’ll see four key metrics:

• Inbound Calls

• Outbound Calls

• Projects Created

• Projects Booked

Each metric displays:

• Total count for the selected timeframe

• Percentage change compared to the previous period

• Previous period total

Clicking any metric tile updates the chart below to show detailed activity for that specific metric.

Call Breakdown Chart

When viewing call metrics, the chart may separate activity into:

• Voice Agent Calls (automated calls handled by AI)

• Salesperson Calls (calls handled manually by team members)

This breakdown helps you understand:

• How much automation is being used

• How much activity is handled directly by your team

Feature Usage

The Feature Usage section shows which Copilot tools are being actively used during the selected timeframe.

Each feature card displays:

• A usage count (calls, tasks, tags, etc.)

• A short description

• A Go to settings link for quick configuration

This section helps you quickly identify:

• Active tools your team is using

• Features with little or no activity

• Opportunities to increase automation