The dashboard reports break your call data down by the channel of your choice. This page covers the Trends report by tracking number, reports by UTM source and medium or by call tag (from a report or from the dashboard), reports on the value of your calls, and the Geography report.

Tip

You can download any chart as PNG, JPEG, PDF, SVG, CSV or XLSX from the three-dot menu in the top-right corner of the chart, under Download (a table offers CSV). The menu shows for roles that can edit dashboards, and downloads are unavailable while a dashboard shows sample data.

The Trends report lets you monitor call performance over time, broken down by the channel of your choice. These steps use it with a Tracking Number breakdown.

  1. Open the Trends report

    Trends

    Manage TemplatesActions
    Filters
    Last 30 DaysCompare
    Daily · Call Trend by Tracking Source · 154 Calls
    DayColumnby Tracking Source1
    • Google Ads
    • Organic Search
    • Facebook Ads
    • Direct
    The Trends report: the grouping menu (1) at the top right of the chart shows the current grouping.

  2. Group the chart by tracking number

    • Click the grouping menu at the top right of the chart. It shows the current grouping.
    • Select Tracking Number.
    by Tracking Source
    • None (Total)
    • Tracking Source
    • Tracking Number1
    • Destination
    • UTM Source
    • UTM Medium
    • UTM Campaign
    • UTM Source/Medium
    • Tags
    • Tags By Category
    • Call Outcome
    • Call Page
    • Landing Page
    In the grouping menu, select Tracking Number (1).

  3. Set the date range

    • Click the date range picker.
    • Select the time period you want to view.
    • Click Apply.

  4. Apply filters (optional)

    • Click Filters.
    • Select the filters you want from the panel, for example Recording to limit data to recorded calls.
    • Click Apply Changes.
    • Add as many as you need with Add filter.
    Filters1
    Showing records where:✕
    Recording
    Yes
    Clear all filters
    A Recording filter set to Yes: click Apply Changes (1).

  5. Switch the chart type

    • The chart opens as a line chart. Click Column at the top left of the chart to switch to columns, and Line to switch back.
    Daily · Call Trend by Tracking Number · 154 Calls
    DayColumn1by Tracking Number
    • (415) 555-0142
    • (415) 555-0157
    • (415) 555-0163
    • (800) 555-0118
    Column (1), at the top left of the chart, switches the lines to columns.

  6. Switch between percentages and numbers

    • In Column view, click the as % link to view the data as percentages, and as # to go back to absolute numbers.
    Daily · Call Trend by Tracking Number · 154 Calls
    DayLineby Tracking Number
    • (415) 555-0142
    • (415) 555-0157
    • (415) 555-0163
    • (800) 555-0118
    as %1
    In Column view, as % (1) shows each day's calls as percentages.

  7. Show one total instead of groups

    • In the grouping menu, select None (Total) to show a single combined total per time period.
    • Select Tracking Number again to split the chart by tracking number.
    Daily · Total Call Volume · 154 Calls
    DayColumnTotal1
    • Total
    With None (Total) picked in the grouping menu (1), the chart shows one Total line.

  8. Change the time grouping

    • Open the time menu at the top left of the chart and select Day, Week, or Month to control how the data is summarized along the time axis.

  9. Export the underlying data (optional)

    • Click the three-dot menu in the chart’s top-right corner and, under Download, pick CSV or XLSX to download the data for your selected period and filters.

🎉 Your Trends report is configured and ready to analyze.

Detailed guide: Filter charts and reports
Detailed guide: Download charts

Reports by UTM source

You can analyze call attribution by UTM source and medium in two ways: in the Tracking Source report or on the Dashboard.

From the Tracking Source report

  1. Open the Tracking Source report

  2. Set the date range

    • Click the date range picker.
    • Select the period you want to view.
    • Click Apply.

  3. Group the report by UTM Source/Medium

    • Click the grouping menu at the top right of the chart. It shows the current grouping.
    • Select UTM Source/Medium.
    by Tracking Source
    • Tracking Source
    • Tracking Number
    • Destination
    • UTM Source
    • UTM Medium
    • UTM Campaign
    • UTM Source/Medium1
    • Tags
    • Tags By Category
    • Call Outcome
    • Call Page
    • Landing Page
    On a Tracking Source chart, select UTM Source/Medium (1) in the grouping menu.

  4. Apply filters (optional)

    • Click Filters and select any filters you want, for example Recording.
    • Click Apply Changes.

Your report now shows call data broken down by UTM source and medium.

From the dashboard

  1. Open the dashboard and add a chart

  2. Search for UTM reports

    • Type UTM source/medium in the Search all reports… box. The results list the matching reports of every chart category, Calls and Forms alike.
    • Click Add next to the report or reports you want. A report that is already on your dashboard shows Remove instead.
    Search for UTM source/medium (1), then click Add (2) next to each report you want.
    • Close the dialog.

  3. Set the date range

    • Click the date range picker.
    • Select your time frame.
    • Click Apply.

🎉 Your UTM source and medium reports are ready to analyze.

Detailed guide: How Nimbata fills UTM values
Detailed guide: Customize the dashboard
Detailed guide: Filter charts and reports

Reports by call tag

You can analyze call quality and volume broken down by call tag in two ways: in a dashboard report or on the Dashboard.

From a dashboard report

  1. Open a dashboard report

    Go to any of the following:

  2. Set the date range

    • Click the date range picker.
    • Select the period you want to view.
    • Click Apply.

  3. Group the report by tags

    • Click the grouping menu at the top right of the chart. It shows the current grouping.
    • Select Tags, or Tags By Category to group by tag category.
    by Tracking Source
    • Tracking Source
    • Tracking Number
    • Destination
    • UTM Source
    • UTM Medium
    • UTM Campaign
    • UTM Source/Medium
    • Tags1
    • Tags By Category
    • Call Outcome
    • Call Page
    • Landing Page
    On a Missed Calls chart, select Tags (1) in the grouping menu, or Tags By Category just below it.

Your report now displays data broken down by call tag.

From the dashboard

  1. Open the dashboard and add a chart

  2. Search for tag reports

    • Type tag in the Search all reports… box. The results list the reports by call tags and by form tags.
    • Click Add next to the report or reports you want to include.
    Search for tag (1), then click Add (2) next to each report you want.
    • Close the dialog.

  3. Set the date range and filters

    • Click the date range picker and select your time frame.
    • Click Apply.
    • Optionally, click Filters to narrow the data further.

🎉 Your tag-based reports are ready to review.

Detailed guide: Create tags and tag with AI
Detailed guide: Customize the dashboard
Detailed guide: Filter charts and reports

Reports by call value

Call volume tells you a campaign is working; call value tells you, and your clients, what it’s worth. Two dashboard reports add up the value of your calls:

  • Total Value: the sum of your calls’ values, for each group.
  • Average Value: the average value of a call, for each group. Only calls that have a value count, so calls without one don’t pull the average down.

You can split both by Tracking Source, Tracking Number, UTM Source, UTM Source/Medium or Tags, to answer questions like which channel brings in the most revenue, or whether a Google Ads call is worth more than a Meta one. Amounts are shown in your project’s currency.

Where call values come from

The reports use the Call Value of each call, however it was set:

  • By hand: on a call’s Call Data tab in ActivityCalls. See Send values by hand.
  • By a workflow: an Update Field action that sets Value, either a fixed amount or with Generate with AI, where Nimbata AI estimates the value from the conversation. See Rules and tasks.

Add a value report

  1. Open the dashboard and add a chart

  2. Search for the value reports

    • Type Value in the Search all reports… box.
    • Click Add next to each report you want, for example Total Value - by Tracking Source or Average Value - by UTM Source/Medium.
    Search for Value (1), then click Add (2) next to each report you want.
    • Close the dialog.

  3. Change the grouping (optional)

    • On the report, open the grouping menu at the top right and pick another way to split the values, such as UTM Source or Tracking Number.

  4. Set the date range

    • Click the date range picker, select your time frame and click Apply.

🎉 Your value reports are on your dashboard. Like any chart, you can download them from their three-dot menu.

Detailed guide: Customize the dashboard
Detailed guide: Filter charts and reports

Geography report

The Geography report shows where your callers are calling from. Use it to identify which countries and territories generate the most calls, and to spot new markets worth targeting.

  1. Open the Geography report

  2. Apply filters

    • Click Filters.
    • Select the filters you need, for example Calling Country.
    • Click Apply Changes.

    Geography

    Manage TemplatesActions
    Filters1
    Showing records where:✕
    Calling Country
    United States, Canada
    Clear all filters
    On Geography: a Calling Country filter limits the map to the countries you pick. Click Apply Changes (1).

  3. Set the date range

    • Click the date range button next to the Filters button.
    • Select the period you want to view data for.
    • Click Apply.

  4. Explore by country

    • Hover over any country on the map to see the total number of calls received from that territory for your selected date range and filters.
    Calls by Location
    US
    Calls: 154
    1154
    Calls by Location
    CA
    Calls: 148
    2148
    Simplified drawing of the Calls by Location map, not real geography: hovering a country shows its calls (top). After you click it, each region is a dot with its own calls (bottom).

  5. Drill into a country

    • Click a country to zoom in.
    • View a breakdown of calls by region or territory within that country.

🎉 You can now see exactly where your callers are located and drill down to regional level.

Detailed guide: Filter charts and reports
Detailed guide: Route by caller location