Calls Dashboard

Last Updated: February 2026 Target Audience: CSR Managers, Sales Leads

The Calls Dashboard gives a real-time view of today's call workload, team contact results, and CSR availability — all in one screen.

Navigation: Scott Recycling > Dashboards > Calls Dashboard

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KPI Cards

Six metric cards are displayed across the top of the dashboard. Click any card to open the matching customer list.

Card	Color	Metric	What It Shows	Click Action
Today's Calls	Green	Count	Customers with a call scheduled for today	Opens customer list filtered to today's calls
Contacted Today	Yellow	Count	Customers contacted (note logged) today	Opens customer list of today's contacts
Next Week Calls	Pink	Count	Customers with a call due next week	Opens customer list for next week
Last Decision Maker Date	Cyan	Count	Decision-maker contacts in the selected period	Opens decision-maker customer list
Account Owner Date	Cyan	Count	Account-owner contacts in the selected period	Opens account-owner customer list
Hot Calls	Red	Count	Hot-flagged customers with a call due today	Opens hot customer list

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Filters

The filter bar controls which time period the Decision Maker and Account Owner cards cover.

Filter	Options	Default
Duration	Next 30 / 60 / 90 / 180 Days	30 Days
Start Date	Custom date picker	—
End Date	Custom date picker	—

1. Select a Duration from the dropdown, or set a custom Start Date and End Date.
2. Click Apply Filter.
3. The dashboard reloads with updated counts for the decision-maker and account-owner cards.

Note

The Today's Calls, Contacted Today, Next Week Calls, and Hot Calls cards always reflect today's data regardless of the filter.

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Call Results Chart

Below the KPI cards is a stacked bar chart showing calls by CSR and contact result type.

• X-axis: CSR names
• Y-axis: Number of calls
• Stacked segments: Each color represents a different contact result (e.g., Voicemail, Spoke to DM, Left Message)
• Legend: Displayed below the chart with result type labels

A summary line above the chart shows Total Calls and Unique Companies contacted.

Info

The chart uses data from the same date range as the filters. If no notes exist for the period, the chart area shows an empty state.

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CSR Availability

The bottom section shows every sales team member's current availability.

Indicator	Meaning
Green dot	Checked in — shows "in since HH:MM"
Gray dot	Not checked in

This section updates when you click Apply Filter or reload the dashboard. It pulls attendance data for all users in the sales team group.

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Common Tasks

Monitor today's call progress

1. Open the Calls Dashboard.
2. Compare Today's Calls (scheduled) vs. Contacted Today (completed).
3. Click Contacted Today to see which customers have been reached.

Check who still needs to be called

1. Click the Today's Calls card.
2. The customer list opens showing everyone with a call due today.
3. Customers already contacted will have today's date in their last-contact field.

Review call results by CSR

1. Scroll down to the chart section.
2. Each bar shows one CSR's call breakdown by result type.
3. Hover over a bar segment to see the exact count.

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Troubleshooting

Issue	Solution
All cards show 0	Verify the date filter is set correctly. Check that call notes are being logged with contact results.
Chart is empty	Notes must have a contact_result_id set. Notes without a result are not counted.
CSR Availability shows "No sales team members found"	The user's employees must be in the sales team group. Contact your admin.
A CSR shows as "not checked in" but is working	They may not have clocked in via the attendance kiosk.