Understanding Your Analytics Dashboard

Master your analytics dashboard to make data-driven decisions. Learn which metrics matter most, how to interpret trends, build custom reports, and set up automated weekly summaries for your team.

🎯 What You Will Learn

Navigating the dashboard and understanding each analytics section
Interpreting key metrics: call volume, answer rate, sentiment, and conversions
Building custom reports and setting date ranges for trend analysis
Automating report delivery via email to your team and stakeholders

⚠️ Prerequisites

A FORAI account with at least one week of call data for meaningful trends
Access to the Analytics section (available on all plan tiers)
A list of KPIs your business cares about (e.g., missed call rate, booking rate)

🚀 Step-by-Step Guide

Access the Analytics dashboard

Click 'Analytics' in the main navigation. The overview page shows a snapshot of the last 7 days: total calls, answer rate, average duration, and top caller intents. Use the date picker in the top right to change the time range.

Analytics - Overview Dashboard

Review the Call Volume section

The call volume chart shows inbound calls over time with hourly, daily, or weekly granularity. Identify peak hours (when you might need overflow routing) and quiet periods (when you could reduce staffing). Overlay data from previous periods to spot trends.

Call Volume Trend Chart

Analyze the Answer Rate and Response Time

Answer Rate shows what percentage of calls the AI picked up within 3 rings. Response Time measures how quickly the AI began speaking. Both should be above 95% and under 2 seconds respectively. A dip often indicates a configuration issue.

Explore Caller Intent and Sentiment

The Intent breakdown categorizes calls by purpose: scheduling, pricing inquiry, support, general info. Sentiment analysis rates each call as positive, neutral, or negative. Filter negative-sentiment calls to identify areas for improvement.

Drill into individual call records

Click any data point to see the underlying calls. Each record includes: full transcript, audio recording, AI confidence score, call outcome, and any actions taken (appointment booked, SMS sent, etc.). Use the search bar to find specific calls.

Build and save custom reports

Click 'Custom Reports' to build a report with the metrics you care about. Drag and drop widgets: bar charts, line graphs, pie charts, and KPI tiles. Save reports to your dashboard for one-click access.

Custom Report Builder

Set up automated report delivery

Go to Analytics > Scheduled Reports. Choose a report template (or your custom report), set the frequency (daily, weekly, monthly), and add recipient email addresses. Reports arrive as beautifully formatted PDFs.

💡 Pro Tips

Create a 'Monday Morning Report' that automatically emails your team a weekly summary every Monday at 8 AM. Include: total calls, missed call rate, top 5 caller intents, and week-over-week trend.

Use the 'Compare Periods' feature to measure the impact of changes. Changed your greeting last week? Compare this week's sentiment scores to last week's.

Set up alerts for anomalies: if your answer rate drops below 90% or call volume spikes 200% above normal, get an instant notification. This catches issues before they become problems.

Export raw data as CSV for advanced analysis in spreadsheets or BI tools. The export includes every data field, including fields not shown in the default dashboard views.

⚠️ Important Warning

Always test your configuration with the built-in simulator before deploying to live callers. Changes to voice settings, routing rules, and workflows take effect within 60 seconds. Monitor the first 5-10 live calls after any change and revert immediately if you notice issues.

⚙️ Troubleshooting