Standard modules on this dashboard
Every build is custom. These are the modules we ship most often for this use case. Mix and match, add new ones, drop what you don't need.
Calls Matched to Salesforce Records
Each CallRail call tied to the Salesforce leads and opportunities it belongs to, by phone number.
Source to Deal
CallRail source and campaign carried through to the Salesforce outcome, from first call to closed-won.
Revenue by Source
Salesforce revenue tied back to the CallRail source that produced the call.
Callback Queues by Salesforce Status
Missed callers broken out by who they are in Salesforce: new, repeat, already qualified, or unqualified.
Needs-Callback Tags
Missed calls tagged in CallRail and untagged when someone calls back, so CallRail filters match the dashboard.
Links to Both Systems
Each row opens the call in CallRail or the record in Salesforce.
The callers nobody called back
Most calls get answered. Some get missed and someone calls back. The rest are callers who wanted to reach you, did not, and never heard from you again. Without a list, nobody knows who they are.
A missed call dashboard keeps every one of them in front of your team until somebody picks up the phone.
- Answered
- Missed, then called back
- Missed, never called back
CallRail and Salesforce reporting example
An example callback list. Location names and caller numbers have been replaced, and the list is illustrative.
What a CallRail and Salesforce report tells you
Which campaigns produce deals?
CallRail’s attribution, followed past the call to the Salesforce outcome.
Who should we call back first?
Missed callers ranked by where they stand in Salesforce.
Are callbacks happening?
Every missed caller shows as called back or still pending, by rep and by location.
From access to live CallRail and Salesforce reporting
1. Discovery call
We map both systems, how records match between them, and the questions nobody can answer today.
2. Scope + fixed quote
You get a fixed quote within 48 hours of the discovery call. No per-seat fees, and everything is month to month.
3. Build + review
We stand up your reporting on a dedicated subdomain of trusscharts.com. You review and we iterate.
4. Launch + maintain
The dashboard refreshes every five minutes. We monitor it and add views as you grow.
Common questions
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Tell us your systems. Get a fixed quote in 48 hours.
We ask what you use, what nobody can answer today, and who needs to see the data. We come back with a fixed scope and quote within two business days of our discovery.