An introduction to your Invoca dashboard

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When you log in to your Invoca account, the first thing you’ll see is your dashboard — a central hub for at-a-glance insights into your business. 
 

 
Your dashboard is made up of a series of visual reporting sections called tiles, each showing different information about your phone calls. You can customize these tiles to show the data you care about the most on your dashboard. In this article we’ll explore the following topics: 
 

• Switching between different dashboard views
• Filtering the data in your dashboard
• Adding new reporting tiles to your dashboard
• Customizing your full dashboard view

Switching between your different dashboard views

If your need for data is so huge that one dashboard just won't cut it, you're in luck — you can save and switch between multiple Invoca dashboards. This is particularly useful for managers and team leaders, allowing you to create customized data views for your team and sharing them out. See our article on Sharing Invoca dashboards for more details.

If you have access to more than one dashboard, you can switch between them by hovering over the Dashboards tab in the sidebar menu. Then, select one of your most recently accessed dashboards or click Manage Dashboards to see a list of every dashboard in your Invoca account — including dashboards you've created yourself as well as those that your other team members have shared with you.

Choosing the date range & filters of the data on your dashboard tiles

Many tiles on your dashboard display data using one common range of dates or filters applied, which is displayed underneath the “Dashboard” header. You can change this date range, signal or marketing data by clicking the drop-down menu and selecting a new range or set of filters to apply. Global Filters empower everyone to interact with dashboards, while only the dashboard owner can save changes made based on new or additional filters applied.

Tip: Save a Copy!
If you've found the perfect combination of filters and a date range you want to keep using, you can click on the three dot menu to Save a Copy. This will create a copy of the dashboard as you are viewing it, simply rename and it will be available in your Managed Dashboard page.

Exporting your dashboard

Need to share your dashboard? Click the Export button in the top right. This will generate a PDF of the dashboard that is delivered to your email address. 

Adding new tiles to your dashboard

Need a different kind of information at a glance? To create a new tile for your dashboard, click the Add tile… button, then select Builder and click Save to open our dashboard tile builder. Next, choose from the following options to build yourself a fully customized reporting view:
 

 
Name: Name your dashboard tile. You'll see this name on the tile itself, so choose something that's representative of the data that will be in your tile.

Date Range: Choose to display your Invoca data from the current or previous day, week, month, quarter, or year. If you want the data in this tile to update with the rest of your dashboard as outlined in the previous section of this article, choose "Default Dashboard Date".
 

Tip: Use different Date Ranges!
Want to easily compare your Invoca data over time (for example, your leading marketing data values for this quarter versus last quarter)? Try making two dashboard tiles that display the same data with different date ranges, and placing them right next to each other!

 
Dashboard tile data and visualizations: Now, what kinds of data do you want to add to your tile, and how do you want to display them? You can choose from the following options:
 

• Leaderboard tiles: 
  • These tiles show your Marketing Data categories and short text fields, and rank them by a conversion metric of your choice — such as the total call count for that field, or how often your Signals occurred for those calls. 
  • For example, if you select a field that tracks your caller's lead source, and then choose to rank by a Signal that tracks your sales, this tile will show you your top five lead sources by sales converted or range of data you've selected.
  • You can choose to visualize your Leaderboard tiles as a horizontal bar graph, a donut chart, or a ranked table.
  • Horizontal bar graph and ranked table views will give you the option to display up to 50 data points and choose ascending or descending order. So if you want to see the bottom 10 lead sources vs the top 5 sources, now you can.
     
• Leaderboard Timeline tiles:
  • Similar to Leaderboard tiles, these tiles show your Marketing Data categories and short text fields, and rank them by a conversion metric of your choice. However, Leaderboard Timeline tiles also display this data over time.
  • Your tile will display the results of your data fields and metrics by day, over the time range you selected above.
  • You can choose to visualize your Leaderboard Timeline tiles as a stacked bar graph or a line chart.
     
• Stats tiles:
  • These tiles simply show you your top-line metrics, like total conversions.
  • One tile can display up to four metrics, so this is a good opportunity to use the "additional metric" feature (see below).
  • No extra visualization frills — these tiles just show your metrics!
     
• Timeline tiles:
  • These tiles show your metrics like the Stats tiles, but over time like the Leaderboard Timeline tiles (imagine that!).
  • Once again, the tile will display your metrics by day, over the time range you selected above.
  • You can choose to visualize your Timeline tiles as a vertical bar graph or a line chart.

 
Additional Metrics: If one metric just isn't cutting it, you can add up to four to any tile. However, depending on the data type and visualization style you chose above, you may need to hover over your tile in order to see those extra metrics.

Filtering: You can also filter down the data shown in your dashboard, just like a full-featured report, to get right to the most actionable information. For example, you can only show metrics on calls that return a particular Marketing Data or Signal value. 
 

Tip: Use your filters!
Once you start utilizing your Dashboard Tile Builder and leveraging key filters, you really can set up your Invoca dashboard to show all the data you need right on the front page! This lets you save your Invoca Reports for uncommon or shared views, and puts your dashboard squarely in the center of your everyday data needs.

# of Values Displayed: This will change the data points that populate the dashboard tile for Leaderboard horizontal bar chart or table views. You can pick a range of 5, 10, 25, or 50 data points to select and choose if they are ordered from your full data set in ascending or descending order. This is great if you are looking to see the low performance metrics that need attention or a view at your top 10 agents.

Tip: Expand tile to see values

When you expand the data points to display you’ll be able to paginate through the results, or use the arrow in the lower right corner of the tile to enlarge the tile which will increase the amount of data you see up to the limits set in your tile configuration.

 
When you're finished, click save. Congratulations, you just built a fully customized tile for your Invoca dashboard! Go ahead and fill the whole thing up!
 

Customizing your dashboard view

Editing dashboard tiles: You can access all tile actions such as Configure, Delete, and View Report when you click the three dots in the upper righthand corner of your dashboard tiles.

Configuring or Filtering dashboard tiles: Click the three dots in the upper righthand corner of your dashboard tiles - click Configure to open the dashboard tile's configuration menu for further changes to the visualization, filter, etc.

Linking to reports: Click the three dots in the upper righthand corner of your dashboard tiles - click View Report to open a Calls report filtered down to the exact data represented on the tile. If you would like to see a more refined version of this report, click on an individual bar or donut slice to navigate to a calls report filtered down to the exact data represented on that bar or slice.

Deleting dashboard tiles: Click the three dots in the upper righthand corner of your dashboard tiles - click Delete to remove the tile from your dashboard.

Rearranging your dashboard: You can click and drag any tile to move it to another spot on your dashboard, and the rest of your tiles will shift around to fit it. 

Resizing dashboard tiles: You can also resize dashboard tiles by clicking on the bottom-right corner of the tile and dragging the cursor to expand or minimize the tile. This is particularly useful if you need a bit more room to see the data in your tile!

Restoring deleted tiles from your dashboard: You can also restore all your dashboard tiles to their default state by clicking the Actions drop-down menu and selecting Restore default tiles.
 

Understanding your dashboard tiles

In addition to your dashboard tile builder, you can also choose from a few pre-built tiles to add to your dashboard. Filtering is limited on these tiles, so global dashboard filters will not be applied to these tiles. If you do choose to add any of these tiles, however, here's what you'll find on them:

Vital Stats
A high-level overview of some of the most essential metrics for your call tracking and analytics efforts, such as the number of phone calls your Invoca account received.

• CALL VOLUME (Total number of calls during set period)
• COMMISSIONS PAID (Total amount paid to publishers during set period)
• CONVERSION RATE (The percent of calls that were paid during set period)

 
Call Map
A map revealing where your callers are located (U.S. and Canada only). Locations with more calls will have larger circles. Hover over a circle to see the number of calls in that area. 
  
Requests & Approvals
A list of requests and action items in your Invoca account.

Calls by Category
Choose a category-type custom Marketing Data field in your Invoca account. This tile shows real-time stats for the top five custom data values for that category from your phone calls. You can create additional Calls by Category dashboard tiles to show your other Custom Data category fields as well.

If you want to limit which values are shown per advertiser/profile you must enable "Show Custom Summary reports to all advertisers" within your network's Marketing Data dictionary. This limits each tile an advertiser adds to their dashboard to that profile's associated Marketing Data values. 

Live Call Stats
A tally of all phone calls currently in progress in your Invoca account, along with a graph showing how many concurrent calls your account has received over time.
 
Top Advertisers, Publishers, Campaigns, and Call Sources
 

Note:
“Advertisers” and “Publishers” are customizable account type labels, which may labeled differently on your platform.

 
These reports summarize call data for the top five advertisers/profiles, publishers, or campaigns in your Invoca network. You can view more details on your advertisers by clicking on a bar in the graph, or clicking View All. The Top Call Source tile is only available on the dashboard of Publisher accounts.

Top Advertiser, Publisher, and Campaign Stats
A detailed look at call volume and performance metrics for your Advertisers, Publishers and Campaigns, respectively. These tiles are helpful for identifying performance issues among your marketing efforts, so you can quickly manage any outstanding tasks. 

Current and Historical Phone Number Usage
These graphs show how many phone numbers are being or have been used by your Invoca account. Additionally, these tiles show how many of the phone numbers in your Invoca account are used for dynamic number insertion and how many are used as static promo numbers. 

End of Call Reason Stats
A plot that shows the frequency of reasons your phone calls end, including hang ups, transfer errors, busy signals, and more. Useful for investigating errors and dropped calls.

RingPool Allocations (Also called Top Overflow Allocation Peaks)
Only available to users at the Network or Advertiser level from Networks where RingPool Auto-scaling is enabled. This tile shows presentation statistics for the phone numbers in each of your top five RingPools. You can use this report to see how many dynamically assigned promo numbers in your Invoca account are being used, whether you are presenting overflow numbers, and whether your Invoca account has added or removed numbers as it automatically manages the size of your RingPools to match your phone call traffic. This can be useful knowledge for your account billing.
 

Note:
If your Invoca account doesn’t include any PNAPI-enabled campaigns, this tile will be blank in your dashboard.

This tile will show how many times the RingPool Overflow Numbers were presented for each of your top five ringpools during active hours in the previous day, as well as the total number of promo numbers presented on a landing page. For each bar in this graph, users can hover over to see the exact count and Pacific Time timestamp of peak. This should show the earliest timestamp if there are multiple occurrences.  You will not see this data in the calls report, as it reflects the overflow presentations, not calls.

AdWords Tiles (available only to customers using the Invoca for Google Ads integration)
These three tiles — AdWords Call Volume, AdWords Total Call Volume, and AdWords Top Keywords — are available only to customers using the Invoca for AdWords integration. Each tile provides summary call data for calls received from your paid search efforts.

Facebook Tiles (available only to customers using the Invoca for Facebook integration)
These three tiles — Attributed Conversions, Conversions by Facebook Campaign, View vs. Click Attributed Conversions — are available only to customers using the Invoca for Facebook integration. For the selected Facebook Ad Account, Attribution Window, and Custom Conversion (for example: Call, Paid Call or a specific Signal), the three tiles will show:

• A total count of attributed conversions
• A breakdown of your top Facebook Campaigns
• An in-depth look at View vs. Click attributed conversions to help understand the value Facebook is driving

Related:
• I can't find what I'm looking for on my dashboard 
• Basic Knowledge: Invoca reports 
• How to save and schedule your Invoca reports