Dashboard Analytics

Overview

The platform provides two dashboards: an agency dashboard for operators and a client portal dashboard for your clients. Both surface key metrics, trends, and recent activity, but with different scopes and access levels.

Agency Dashboard

Endpoint: GET /admin/dashboard

The agency dashboard provides a real-time overview of your entire platform.

Key Metrics

Metric	Description
`activeClients`	Number of clients with `status: "Active"`
`totalAgents`	Count of all primary and additional agents across active clients
`callsToday`	Total calls since midnight UTC
`callsThisMonth`	Total calls since the 1st of the month
`bookingsThisMonth`	Calls with `status: "booked_appointment"` this month
`conversionRate`	`bookingsThisMonth / callsThisMonth × 100`
`activeCalls`	Calls currently in progress

Trends

Each metric includes a trend percentage comparing to the previous period:

Trend	Comparison
`callsToday`	vs. yesterday
`bookingsThisMonth`	vs. last month
`conversionRate`	vs. last month's rate

Trend values are calculated as ((current - previous) / previous) × 100. If there's no previous value, the trend shows 100 if current is positive, 0 otherwise.

7-Day Activity

The dailyActivity array provides a day-by-day breakdown of calls and bookings for the last 7 days:

{
  "dailyActivity": [
    { "date": "May 1", "calls": 42, "bookings": 8 },
    { "date": "May 2", "calls": 38, "bookings": 6 }
  ]
}

Missing days are filled with zeros. Use this for sparklines and mini-charts in the admin UI.

Client Dashboard Summary

Endpoint: GET /admin/reports/dashboard-summary?clientId=xxx

A focused summary of a single client's current month performance with month-over-month comparison.

Current and Last Month Totals

Metric	Description
`inboundCalls`	Total inbound calls
`outboundCalls`	Total outbound calls
`totalCalls`	All calls
`successfulBookings`	Bookings from calls
`totalDuration`	Total seconds on calls
`averageDuration`	Average seconds per call
`successRate`	`(successfulBookings / totalCalls) × 100`

Change Percentages

The changes object shows the percentage change between current and last month for:

inboundCalls
outboundCalls
totalCalls
successfulBookings

Per-Agent Breakdown

The agents array includes individual agent metrics for the current month, enabling drill-down from the summary to specific agent performance.

Client Portal Dashboard

Endpoint: GET /secure/dashboard (authenticated client access)

The portal dashboard gives clients a read-only view of their own data:

Metric	Description
Traffic	Website traffic trend from GA4/Search Console (if connected)
Calls	Monthly call count with month-over-month trend
Bookings	Monthly booking count with trend
Leads	Monthly lead count with trend
Active Agents	Number of currently active agents
Total Minutes	Lifetime call minutes
Avg Duration	Average call duration in seconds
Billing	Current billing summary from the client's billing record

Secondary Panel

The dashboard includes a dynamic secondary panel:

Traffic chart — shown when a website has active GA4 and Google Search Console connections. Displays a traffic trend time series.
Recent calls — fallback panel when no traffic data is connected.

Global Activity Feed

An aggregated feed combining:

Recent calls
Website activity (visibility: client or both)
Social media posts
Lead events from Meta (excluding duplicates)

Portal Dashboard Control

Endpoints:

GET /admin/clients/:clientId/portal-dashboard-control — View dashboard configuration
PUT /admin/clients/:clientId/portal-dashboard-control — Customize what the client sees

This lets you control which metrics and panels are visible to each client, so you can tailor the experience to their service level.

Recent Activity

Endpoint: GET /admin/activity?days=7&limit=10

Returns recent calls across all clients, sorted by most recent first. Useful for the agency activity feed or quick monitoring.

Parameters

Parameter	Default	Description
`days`	7	Look-back window in days
`limit`	10	Maximum results to return

Each activity record includes client name, business name, call status, duration, and outcome.

Dashboard Analytics

On this page