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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 gives you a single view of everything happening on the account:
  • Header — your team name and logo, your current Plan, and the team’s member avatars with an Invite button
  • Actions — a quick-action menu for starting a call, batch, or script without leaving the page
  • Activity — a rolling feed of notifications from your calls, batches, and billing
  • Dashboard charts — four call analytics charts with date filters
  • Billing Summary — your subscription usage, wallet balance, and a credit balance history chart
Everything on the page reflects the whole team account, not just your own activity.

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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 July, 9:41 am) and takes you straight to its Settings tab to configure it. 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.
Below the team name, the header shows a Plan badge with your current plan and the avatars of up to four team members (you plus three others; further members collapse into a +N count). If your role allows you to manage invitations, a final circle with a plus icon — tooltip Invite — opens the invite dialog. See Members.

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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: Clicking an entry marks it as read and, where it relates to a specific record (a call, a batch, an invoice), takes you straight to it. Call entries are enriched with the call’s post-call analysis, so you can see at a glance how a call went before opening it. Click Load more at the bottom of the feed to fetch older entries.

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Date filters

The Dashboard section’s charts share one set of date filter buttons. Current Month is selected by default. Single-month filters plot one point (or bar) per day of the month, labelled by day number. Longer ranges aggregate by week: weeks run Monday to Sunday and are labelled with the week’s start date as DD/MM/YY.

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Sydney-time bucketing

Chart buckets are normalised to Australian Eastern Time (Australia/Sydney) regardless of where you are viewing from. A call placed at 11:00 pm UTC on the 3rd counts towards the 4th, because that is the date in Sydney when it happened. This keeps daily and weekly figures consistent for every member of the team, wherever they log in from. Only calls that have actually taken place are counted — calls that are still scheduled or queued do not appear in the charts until they run.

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The four charts

Each chart card shows a headline figure for the whole selected range, with the trend plotted beneath it. Hovering any point shows a tooltip with the exact value for that day or week.

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Total Call Minutes By Script

A stacked bar chart of call minutes per day (or week), split by call script, with the range’s total minutes as the headline. Each call contributes its duration in minutes; calls made through a batch are attributed to the batch’s script, and calls with no script are grouped as No Script. To keep the chart readable, the three scripts with the most minutes in the range get their own colour and legend entry; any remaining scripts are combined into an Other segment.

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Total Number of Calls

A line chart of how many calls ran per day (or week), with the total number of calls in the range as the headline.

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Call Success Rate

The percentage of calls that ended with the Completed status — the call connected and the conversation ran to its natural end. The headline is the rate across the whole range, rounded to a whole percent; the line plots the rate per day (or week). Periods with no calls show no point rather than 0%. See Call statuses for what each status means.

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Objective Met %

The percentage of individual Call Objectives that were met, across every call in the range. This is measured per objective, not per call: a call with three objectives contributes three results. For each call, the figure comes from the post-call evaluation of that call’s objectives:
  • Every objective the evaluation assessed counts towards the total.
  • An objective counts as met only when the evaluation marked it met — objectives that were not met, or whose outcome is still pending, count towards the total but not the met figure.
The headline is total objectives met divided by total objectives assessed across the range, rounded to a whole percent. Days or weeks where no calls carried objectives show no point on the line. Calls made from scripts without Call Objectives are simply excluded, so the chart is meaningful even if only some of your scripts define objectives.

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Billing Summary

Below the charts, the Billing Summary section shows two cards. These are read-only summaries — to top up, change plan, or manage payment methods, go to Settings → Billing.

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Subscription & Usage

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Credit Balance chart

The right-hand card charts your balance over the last six months, one point per day on which the balance changed (the closing balance for that day):
  • On Pay as you go, the card is titled Credit Balance ($) and plots your wallet balance in dollars.
  • On a subscription plan, it is titled Credit Balance (Minutes) and plots your remaining minute credits.
If the account has no balance history yet, the chart displays illustrative sample data until real activity arrives.

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Next Steps

  • Call Log — drill from the charts into the individual calls behind them
  • Call statuses — what Completed and every other status means for the success rate
  • Call Objectives — define the objectives that drive the Objective Met % chart
  • Wallet — top up the balance shown in the Billing Summary