A customized dashboard gives you a single view of what matters most. This page shows how to customize its charts, filter charts and reports, compare time periods, view several projects at once, and set the timezone your reports use.

Customize the dashboard

You can remove charts you don’t need, add new ones, rearrange them, resize them, and exclude specific data sources.

Note

To restore your dashboard to its original state at any time, click Actions > Reset to system default at the right of the page.

  1. Open the dashboard

  2. 1Remove widgets you don't need

    • Click the three dots in the top-right corner of a widget and select Remove widget.
    • You can re-add any removed widget at any time.

    My DashboardCustomized

    Manage TemplatesActions
    Filters
    Last 30 DaysCompare
    1
    • Download
    • PNG
    • JPEG
    • PDF
    • SVG
    • CSV
    • XLSX
    • Remove widget
    Daily · Call Trend by Tracking Source · 154 Calls
    DayColumnby Tracking Source
    • Google Ads
    • Organic Search
    • Facebook Ads
    • Direct
    My Dashboard: a widget's three-dot menu (1) has Remove widget under the Download formats. + Add (2) adds charts.

  3. 2Click + Add

    Click Add at the right of the screen, next to Actions. The Add a chart to dashboard dialog opens.

  4. 1Pick a chart category

    Select a chart category on the left (for example, Volume under Calls).

    Pick a category (1), click a chart such as Call Performance (2), choose how to break it down, then click Add to dashboard (3).

  5. 2Configure the chart

    Click a chart to open its settings, and choose how to break it down in Break down by (and its Chart style, when it has more than one). The same chart can be added several times with different breakdowns.

  6. 3Click Add to dashboard

    Click Add to dashboard. Close the dialog when you are done.

  7. Rearrange charts

    • Drag any widget or chart up or down to change the order.
    • Place your most important reports at the top.

  8. Resize charts

    • Drag the edges of a widget or chart to increase or decrease its width and size.

    Tip

    You can resize a chart from all sides.

  9. 1Exclude specific data from a chart

    • Click any data source label inside a chart to exclude it.
    • An excluded source is shown with a strike-through.
    • Click the same label again to restore it.
    Daily · Call Trend by Landing Page · 154 Calls
    DayColumnby Landing Page
    • ⊟ Deselect All2
    • /emergency-plumbing
    • /water-heaters
    • /drain-cleaning
    • /
    • /contact1
    Click a label in the legend to exclude it (1): it is struck through. Deselect All (2) excludes every label.

  10. 2Exclude all of them at once

    To exclude all the data source labels inside a chart, click Deselect All.

🎉 Your dashboard is now configured to show exactly the data you need.

Detailed guide: Filter charts and reports
Detailed guide: Reports by call tag
Detailed guide: Reports by UTM source

Filter charts and reports

Filters let you focus on specific subsets of your call data across any chart, report and widget of your dashboard. The same process applies whether you want to see Trends, Tracking Source, Missed Calls, Compare Periods, or any other dashboard widget.

  1. Open a widget

  2. Set the date range

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

  3. 1Click Filters

    Click Filters, under the dashboard’s name.

    Trends

    Manage TemplatesActions
    Filters11
    Showing records where:✕
    Call Duration
    greater or equals75ANDless or equalsSEC
    2
    Clear all filters
    On Trends: open Filters (1), set up a filter such as Call Duration (2), then click Apply Changes (3).

  4. 2Set up the filter

    Select the filter you want from the panel, for example Call Duration, and configure the duration in seconds in the relevant field.

  5. 3Click Apply Changes

    Click Apply Changes.

  6. Add more filters as needed

    • Repeat the previous step for each additional filter.
    • All active filters stack together to narrow the data further.

Available filters

The following filters are available across widgets and the dashboard:

  • Direction
  • Call Outcome
  • Hangup Cause
  • Tracking Number
  • Destination
  • Caller
  • Digits Pressed by Caller
  • Digits Pressed by Destination
  • Call Duration
  • Talk Duration
  • Calling Country
  • 1st Time Caller (1yr)
  • Missed Callers
  • Voicemail
  • Recording
  • Recordings (stopped)
  • Transcriptions
  • Call Type
  • Device type
  • UTM Source
  • UTM Medium
  • UTM Campaign
  • Source Type
  • Call Page
  • Click ID
  • Project (listed only when All Projects is selected)
  • Tag
  • Rating
  • Value
  • Call Flow
  • Swap Group

🎉 Your report or dashboard now shows the filtered data you need!

Detailed guide: Filter call views
Detailed guide: Customize the dashboard

Compare time periods

Sometimes a single view of your data isn’t enough to give you the full picture. The Compare feature lets you evaluate your analytics across different time periods, giving you a much clearer understanding of how your call performance is trending over time.

Note

It is currently not possible to compare data for “Caller Journeys” and “Visit Stats”.

  1. Open the dashboard

    • Navigate to your dashboard and locate the chart or metric you wish to analyze.
    • For example, to evaluate your calls, go to Dashboards > Call Outcomes.

  2. 1Set your primary time period

    Select the time frame for your baseline analysis with the date picker (for example, Last 7 Days or Last 30 Days).

    Call Outcomes

    Manage TemplatesActions
    Last 7 DaysCompare
    • Today
    • Yesterday
    • Last 7 Days1
    • Last 30 Days
    • Last 6 Months
    • Last 12 Months
    • This Week
    • This Month
    • Last Month
    Oct2026
    SMTWTFS2728293012345678910111213141516171819202122232425262728293031
    Selected period:10/08/2026 - 10/14/2026CancelApply2
    On Call Outcomes: pick the period in the date range picker, such as Last 7 Days (1), then click Apply (2).

  3. 2Click Apply

    Click Apply. The analysis is now populated for the selected period.

  4. 1Compare your data

    • Click + Compare, right next to the selected time frame.
    This MonthvsPrevious Period1
    • Previous Period
    Sep2026
    SMTWTFS3031123456789101112131415161718192021222324252627282930123
    Selected period:09/17/2026 - 09/30/2026CancelApply
    After you click + Compare, the vs Previous Period chip (1) appears. Click it to open the comparison calendar and its Selected period.

    Once clicked, the button changes to vs Previous Period. By default, the system matches the exact duration of your selected period, but applies it to the past. For example, if today, on August 12th, you select “This month” and click Compare, the dashboard compares your recent 12 days of August against the previous 12-day period (20th to 31st of July).

  5. Adjust the comparison dates (optional)

    • To compare against a different time frame, click vs Previous Period and adjust the calendar to the dates you wish to compare your findings with.

  6. 1Adjust your filters and save (optional)

    • To filter your data further, select the By section of the report (on the right) and select your parameter.
    by Call Page1
    • None (Total)
    • Tracking Source
    • Tracking Number
    • Destination
    • UTM Source
    • UTM Medium
    • UTM Campaign
    • UTM Source/Medium
    • Tags
    • Tags By Category
    • Call Outcome
    • Call Page
    • Landing Page
    Open a chart's By menu (1) and pick how to break the chart down.
    • Lastly, you can save your layout as a new template or export it to PDF with the Actions button on the right (Save as new template… and Export to pdf).

🎉 Your dashboard is now configured to give you a powerful comparative analysis of your data!

Detailed guide: Filter charts and reports
Detailed guide: Reports by call tag
Detailed guide: Reports by UTM source

View several projects

If you manage multiple clients or projects, you can view dashboard analytics across some or all of them at once. This lets you compare performance across accounts without switching projects manually.

  1. Go to a dashboard report

  2. 1Select your project scope

    • Click the project dropdown at the top left of the page.
    • Select All Projects to see data across your entire account, or select a specific project to focus on one.
    • All Projects1
    • Harbor & Pine Plumbing
    • Harbor & Pine Drain Cleaning
    • New project
    • Manage projects
    The project dropdown: pick All Projects (1), or one project.

  3. Apply a project filter

    • Click Filters.
    • Scroll down to the Project filter and select it. It is listed only when All Projects is selected.

  4. 1Select the projects to include

    • Check the project or projects you want to include in the dashboard.
    Filters1
    Showing records where:✕
    Project
    Harbor & Pine Plumbing, Harbor & Pine Drain Cleaning
    1
    Clear all filters
    The Project filter (1) with the projects to include, then Apply Changes (2).

  5. 2Apply the filter

    • Click Apply Changes to load data for your selected projects.

🎉 The report now shows data for your selected projects.

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

Set the report timezone

The timezone setting controls how call timestamps appear across all your reports. It is configured at the project level, so each project can have its own timezone.

  1. Open your project settings

    • Click your user avatar in the top-right corner.
    • Select Projects from the menu.
    • Or go directly to Account > Projects.

  2. Select the project to update

    • Click the project whose timezone you want to change.

  3. 1Set the timezone

    • Click the TimeZone drop-down menu.
    • Select the timezone you want to use for this project’s reports. Using organization timezone keeps the timezone of your organization.
    • Your choice saves as soon as you select it.

    Edit Project

    Project ID 1042
    Project Name
    Harbor & Pine Plumbing
    TimeZone
    America/Los_Angeles (UTC -07:00)1
    • Using organization timezone (UTC)
    • America/Denver (UTC -06:00)
    • America/Los_Angeles (UTC -07:00)
    • America/New_York (UTC -04:00)
    A project's settings: open TimeZone (1) and pick the timezone for this project's reports.

🎉 All reports for that project now display call timestamps in the selected timezone.

Detailed guide: Edit a project