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Overview

The Dashboard is the first page you see when you open a team account — it sits under Summary → Dashboard in the sidebar. It answers one question: how are your calls going right now, and how does that compare with the period before? The page is built in this order:
  • Header — your team name and logo, your current Plan, when the figures were last updated, and an Actions menu
  • Filters bar — direction, script and date range, plus Export PDF
  • Overview — six headline tiles and a trend chart
  • Activity — a rolling feed of notifications from your calls, batches and billing
  • Performance by handler — the same call metrics split between the AI assistant and your human team
  • Objectives — how often each script’s objectives were met
  • Call outcomes — the post-call outcome mix per script, and how it moves over time
Everything on the page reflects the whole team account, not just your own activity. Every section obeys the filters bar.

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Quick actions

The Actions button at the top right opens a menu with three shortcuts:
  • New Call — opens the same scheduling modal as the Call Log: pick a call script, a contact, and an outbound number, then press Schedule Call. See Scheduling calls.
  • New Batch — immediately creates a draft batch named with today’s date and time (for example New Batch 16 Jul, 9:41 am) and takes you straight to its Settings tab to configure it. The item reads Creating… while it works. See Batches overview. If your account has no active subscription and no remaining minutes, an upgrade prompt appears instead of creating the batch.
  • New Call Script — opens the Create Call Script modal. See Creating a script.
Beside the button, a small line reads Refreshing… while figures are being fetched, then Updated with the time the numbers were last built.

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Filters bar

The filters bar sticks to the top of the page as you scroll, and everything below it responds to what you set here. The exact dates covered are printed beside the date selector, for example Jul 1 – 30. Ranges are resolved in your own timezone, so the day boundaries match your working day. Choosing Outbound relabels a couple of metrics to suit outbound dialling — Answer rate becomes Pickup rate, both on the tiles and in the handler table. If the figures cannot be built, a red banner reads Could not load dashboard analytics. with a Retry button.

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Overview

The Overview section compares the selected window with the period immediately before it — the section subtitle reads “vs. prior period”. Where only some of the calls in the window have a full metering breakdown, the subtitle also says what share was metered.

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The tiles

Each tile carries a small change chip against the prior period, coloured green or red depending on whether the movement is good or bad for that metric.

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The trend chart

Below the tiles is a single chart with a metric selector. Choose between:
  • Calls — call volume over time, with the AI and team split
  • Containment rate — the share handled end to end by the assistant
  • Average duration — mean call length
  • Total minutes by script — a stacked column of call minutes, split by script
Hovering any point shows the exact value for that day or week. Where nothing can be plotted the chart reads “No calls in this window.”, or “No metered calls in this window.” if the calls in range have no metering breakdown yet.

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Activity

The Activity feed and the notifications system it draws from are currently in beta, available to selected invites only. If your team is interested in joining the beta, reach out to the Voxworks team.
The Activity card is a rolling feed of team notifications — the same feed as the notifications bell, embedded on the dashboard. Entries cover things like completed calls, batch progress, and billing events; while it is empty it reads “Activity from your calls, batches, and billing will appear here.” Two filter chips at the top of the card control what you see: Click an entry to expand it. Call entries expand into a preview of the call — its objectives and collected data — with a View full call link. Clicking that opens the Call Details panel down the right-hand side of the dashboard, the same panel you get on the Calls page, and the dashboard reflows around it. Close the panel with the X to go back to the full-width dashboard. Clicking an entry also marks it as read. Click Load more at the bottom of the feed to fetch older entries.

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Performance by handler

This table answers “how much of this is the assistant, and how much is my team?” — the subtitle reads “AI assistant vs. human team”. When a call is handed off to a person, the time before the handoff is credited to the assistant and the time afterwards to the team, so the two columns add up to the total. The columns are Metric, Total, AI assistant, Human team and Split (AI / Team) — the last a percentage pair with a small bar. Not every row splits — a rate such as Answer rate applies to the whole call, so its AI and team cells are blank. Where hold time could not be observed on the calls in range, the row says so rather than showing a misleading zero. See Usage for how the same handler split appears against what you are charged.

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Objectives

The Objectives section — “Per-script success criteria” — shows how often each script’s Call Objectives were met. Each script gets its own block, headed with the script name, the number of objectives it defines and the number of calls in range. On the left are two gauges:
  • Primary objective — the first objective on the script, marked with a Primary badge in the list
  • All objectives — every objective on the script pooled together
On the right, each objective is listed with its own success rate. A toggle in the header switches between All calls and Answered — use Answered to exclude calls that never connected, which otherwise drag every rate down on outbound work. If nothing was evaluated, the card reads “No objectives were evaluated on the selected calls.” (or “…on answered calls.”).

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Call outcomes

The Call outcomes section — “Mutually exclusive, assigned post-call · share of calls over time” — shows the outcome mix per script. A badge gives the number of calls in range. Every analysed call is assigned exactly one outcome after it ends, so the shares always add to 100%. Each script gets a card with an Inbound or Outbound badge, a table of outcomes with an Average and Latest share, and a stacked column chart showing how the mix moved across the window. If some calls have not been analysed yet, the card notes how many are awaiting analysis. Scripts that define their own custom outcomes use those; otherwise the standard set applies. Scheduled, queued, cancelled and in-progress calls are not counted. Where a script has nothing analysed the card reads “No analysed outcomes for this script in the selected window.”

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Export PDF

Export PDF on the right of the filters bar produces a branded report of exactly what is on screen, for the filters you have set. Clicking it opens Include in report, with a checkbox per section:
  • Overview metrics
  • Trend chart
  • Performance by handler
  • Objectives
  • Call outcomes
Press Download (it reads Generating… while it works) and the file downloads, with a toast reading PDF downloaded. Your section choices are remembered for next time. The report opens on a Dashboard Report cover page listing Direction, Script, Timezone, Plan and Generated, followed by the sections you ticked: Overview (Metric / Value / Change / Detail), Performance by Handler, Objectives (Objective / Met / Evaluated / Rate) and Call Outcomes (Outcome / Average / Latest), plus a stacked per-script outcome-mix chart.

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Next Steps

  • Call Log — drill from the dashboard into the individual calls behind the numbers
  • Call statuses — what each status and end reason means
  • Call Objectives — define the objectives the Objectives section reports on
  • Usage — the same AI, team and system split applied to what you are billed