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 CTM call tied to the Salesforce leads and opportunities it belongs to, by phone number.
Callback Queues by Salesforce Status
Missed callers broken out by who they are in Salesforce: new, repeat, already qualified, or unqualified.
Call to Deal, by Source
Which CTM sources and campaigns produced calls that became Salesforce opportunities.
Missed Call Alerts
Near-instant alerts when a call is missed, to email, Microsoft Teams, or the dashboard.
Live Queue
Callers waiting right now, on a screen the floor and leadership both see.
Links to Both Systems
Each row opens the call in CTM 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
CallTrackingMetrics and Salesforce reporting example
An example callback queue with each caller matched to their status in the CRM. The data shown is illustrative.
Call us. Watch yourself appear in queue.
A live piece of what we build. Dial the number and your call shows up here within 6 seconds. Mount it on a TV in your call center and you have an operations screen your floor and leadership share.
- — The live widget polls your call system every 6 seconds
- — Caller numbers are masked to the last 4 digits
- — Perfect for a wall-mounted TV in the call center
- — Pair it with any of our standard dashboards
What a CallTrackingMetrics and Salesforce report tells you
Who should we call back first?
Missed callers ranked by where they stand in Salesforce, not just by time.
Which calls became deals?
CTM sources and campaigns followed through to Salesforce outcomes.
Are callbacks happening?
Every missed caller shows as called back or still pending, by rep and by location.
From access to live CallTrackingMetrics 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.