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:
If your need for data is so huge that one dashboard just won't cut it, you're in luck — you can publish and maintain 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 Publishing and 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 selecting the dashboard you'd like to access.
Many tiles on your dashboard display data using one common range of dates, which is displayed underneath the “Dashboard” header. You can change this date range by clicking the date range drop-down menu and selecting a new range.
Need a different kind of information at a glance? To create a new tile for your dashboard, click the Actions drop-down menu and select Add tile…, 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".
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:
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 tiles, 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.
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!
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.
In addition to your dashboard tile builder, you can also choose from a few pre-built tiles to add to your dashboard. If you do choose to add any of these tiles, however, here's what you'll find on them:
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.
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
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.
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 Facebookintegration)
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: