Dashboard Overview
Table of Contents
- Introduction to the Dashboard
- Personalized Greeting
- Performance Summary Cards
- Filtering Your View
- Call Activity Charts
- Status Distribution
- Top Performing Employees
- Understanding Time Ranges
- Empty State and Getting Started
- Dashboard Best Practices
Introduction to the Dashboard
The Dashboard is your command center for monitoring the overall performance of your AI employees and voice communication operations. It provides a comprehensive, at-a-glance view of key metrics, trends, and activity patterns across your organization. Every time you log into Arbol, the Dashboard serves as your landing page, immediately presenting the most critical information about your operations. The dashboard updates in real-time, ensuring you always have access to the latest data.Purpose of the Dashboard
The Dashboard is designed to answer your most pressing questions:- How many calls have my AI employees handled recently?
- What is the success rate of my conversations?
- Are there any concerning trends I should address?
- Which AI employees are performing best?
- How is my call volume distributed throughout the day?
Personalized Greeting
Upon accessing the Dashboard, you are greeted with a personalized welcome message that adapts to your time of day:- Morning: “Good morning, [Your Name]”
- Afternoon: “Good afternoon, [Your Name]”
- Evening: “Good evening, [Your Name]”
Performance Summary Cards
The Dashboard features four primary metric cards that provide essential insights into your operations. These cards update based on your selected time range and employee filter.Total Calls
This metric displays the total number of conversations initiated during the selected time period. It includes both:- Inbound calls: When contacts call your AI employees
- Outbound calls: When your AI employees initiate calls to contacts
Unique Contacts Reached
This metric counts the number of distinct contacts your AI employees have interacted with during the period. Unlike total calls, this metric does not count repeat calls to the same contact multiple times. How to interpret this metric: This number shows your audience reach. If total calls significantly exceeds unique contacts, your AI employees are having multiple touchpoints with the same contacts.Success Rate
The success rate represents the percentage of calls that achieved a positive outcome. Successful outcomes include:- Completed conversations marked as successful
- Voicemail messages left when configured
Average Duration
This metric shows the typical length of conversations, calculated as the mean duration across all calls in the selected period. How to interpret this metric: Duration context matters:- For simple inquiries, shorter may be better (efficiency)
- For complex sales conversations, longer may indicate engagement
- Compare against your call objectives to determine optimal duration
Filtering Your View
The Dashboard provides two primary filtering mechanisms to customize your view.Employee Filter
The Employee dropdown allows you to focus on a specific AI employee or view aggregate data across all employees. Available options:- All Employees: Displays combined metrics from your entire AI team
- Individual Employee Names: Select any specific AI employee to see their isolated performance
- Compare performance between different AI employees
- Diagnose issues with a specific employee’s configuration
- Prepare reports focused on particular use cases
Time Range Filter
The Time Range selector determines the period for which data is displayed. Standard time ranges:- Last 7 days: View the most recent week of activity
- Last 14 days: Two-week perspective for short-term trends
- Last 30 days: Monthly view for operational reporting
- Last 90 days: Quarterly analysis for strategic planning
- Use shorter ranges (7-14 days) for operational monitoring
- Use longer ranges (30-90 days) for trend analysis and reporting
- Consider your call volume when selecting; low-volume operations may need longer ranges for meaningful data
Combining Filters
Filters work together, allowing you to examine specific scenarios such as:- Performance of a single AI employee over the past week
- Organization-wide metrics for the quarter
- Month-over-month comparisons for individual employees
Call Activity Charts
The Dashboard includes visual charts that display call patterns over time.Daily Activity Chart
This chart plots call volume on a day-by-day basis across your selected time range. The visualization helps you identify: Volume trends: Are calls increasing, decreasing, or stable over time? Day-of-week patterns: Do you see consistent peaks on certain days? Many businesses experience higher call volumes early in the week. Anomalies: Sudden spikes or drops may indicate marketing campaigns, system issues, or external factors.Reading the Chart
- X-axis: Represents dates within your selected time range
- Y-axis: Represents the number of calls
- Data points: Each point or bar represents the call count for that day
Inbound vs Outbound Distribution
The Dashboard may display the breakdown between inbound and outbound calls, helping you understand the nature of your communications:- High inbound ratio: Your AI employees are primarily handling incoming inquiries
- High outbound ratio: Your AI employees are actively reaching out to contacts
- Balanced distribution: A mix of reactive and proactive communication
Status Distribution
The status distribution section breaks down call outcomes into categories, providing insight into what happens during your conversations.Status Categories
Success: Calls that achieved their intended purpose. The AI employee completed the conversation objectives successfully. Voicemail: Calls where a voicemail was detected and the AI employee either left a message or disconnected based on configuration. No Answer: Calls that were not picked up. The phone rang but no one answered, and no voicemail system was detected. Busy: Calls where the line was engaged. The recipient was on another call or had their line set to busy. Failed: Calls that encountered technical issues preventing completion. This could include network problems or system errors. Canceled: Calls that were terminated before completion, either by configuration rules or user intervention.Interpreting Status Distribution
A healthy status distribution depends on your use case: For inbound operations: You would expect high success rates since callers intend to connect. For outbound campaigns: No answer and voicemail are common and expected. Focus on improving the success rate among answered calls. Warning signs to watch for:- High failed percentage may indicate technical issues
- Unexpectedly high busy rates could suggest calling patterns that conflict with your contacts’ schedules
- Low success rates among answered calls may indicate configuration improvements are needed
Top Performing Employees
When your organization has multiple AI employees, the Dashboard displays a ranking of top performers.Performance Ranking
AI employees are listed in order of their activity level and success metrics during the selected time period. The ranking considers:- Total number of calls handled
- Success rate achieved
- Overall contribution to organizational goals
Using Performance Rankings
Identify best practices: Study the configuration of top-performing AI employees and apply successful patterns to others. Spot underperformers: AI employees at the bottom of the list may need configuration adjustments or different assignments. Balance workload: If one AI employee handles significantly more calls than others, consider how you can distribute the load or replicate that employee’s success.Accessing Employee Details
Click on any AI employee name in the top performers list to navigate directly to their detailed analytics page, where you can examine their individual metrics more closely.Understanding Time Ranges
Choosing the right time range is essential for meaningful analysis.Short-Term Monitoring (7-14 Days)
Best for:- Daily operational oversight
- Quick performance checks
- Immediate issue identification
- Testing new configurations
- May not capture weekly patterns fully
- Single-day anomalies have higher impact on percentages
Medium-Term Analysis (30 Days)
Best for:- Monthly reporting
- Week-over-week comparisons
- Trend identification
- Performance reviews
- Balances recency with data volume
- Standard period for most operational metrics
Long-Term Strategic View (90 Days)
Best for:- Quarterly business reviews
- Strategic planning
- Seasonal pattern identification
- Long-term trend analysis
- Recent changes may be diluted by historical data
- Better for high-level strategy than immediate operations
Empty State and Getting Started
If you access the Dashboard before creating any AI employees, you will see a welcoming empty state designed to guide you toward your first steps.What the Empty State Shows
The empty state includes: An animated illustration: Visual representation of how AI employees connect with multiple callers simultaneously. A personalized welcome: Your name appears in the greeting, making the experience feel tailored to you. Rotating feature highlights: The display cycles through key capabilities:- Answering calls automatically
- Qualifying leads intelligently
- Booking meetings seamlessly
- Operating around the clock
Moving Beyond the Empty State
Once you create your first AI employee and they begin handling calls, the Dashboard automatically transitions to show your real metrics. The empty state is replaced by the full analytics view described throughout this document.Dashboard Best Practices
Establish a Review Routine
Create a habit of checking the Dashboard at consistent times:- Morning check: See overnight activity and plan your day
- End of day review: Summarize daily performance
- Weekly summary: Identify trends and plan improvements
Set Baseline Expectations
During your first few weeks, focus on establishing baseline metrics rather than judging performance. Once you understand typical patterns, deviations become meaningful.Compare Relative Performance
Avoid comparing your metrics to external benchmarks that may not apply to your specific situation. Instead:- Compare current periods to previous periods
- Compare different AI employees to each other
- Track your own improvement over time
Act on Insights
The Dashboard is not just for viewing; use the insights to drive action:- Low success rate? Review conversation transcripts to identify improvement areas
- Declining volume? Check for configuration issues or external factors
- One employee outperforming others? Study their configuration