#5 Client Dashboard: Inbound Calls & Survey Submissions

Inbound Calls & Survey Submissions: Capturing Your Leads

This section of your dashboard helps you understand how effectively your business is capturing inbound leads.

It shows:

How many people are reaching out
How those leads are coming in (calls vs forms)
Whether opportunities are being captured — or missed

For a full walkthrough, watch the video below:

Start With the Right Filters

At the top of the report, you’ll see several filters.

What matters most:

Date Range → Set this to the timeframe you want to analyze
- Most commonly: previous month, quarter, or year
Caller Type (Inbound Calls) → Set to First-Time Callers

👉 This ensures you’re looking at new leads, not repeat calls.

Other filters (location, tracking number, call status) can typically remain unchanged unless you're analyzing something specific.

📞 Inbound Calls

This section shows how well your team is handling incoming calls — one of the most important lead sources.

Call Performance Metrics

You’ll see a breakdown of:

Total Calls → Number of inbound calls
Answered Calls → Calls that were picked up
No Answer → Missed calls
Voicemails → Calls that resulted in a voicemail

👉 This is critical because it directly reflects how well opportunities are being captured.

Key Insight:

If a high number of calls are:

Missed
Or going to voicemail

…it likely means missed revenue opportunities.

Calls Over Time

This chart shows when calls are coming in.

Use it to identify:

Busy days or times
Trends in call volume
Potential staffing or availability gaps

Call Details

At the bottom, you’ll find a detailed list of inbound calls, including:

Contact information
Call date and time
Call status
Call duration

👉 This is helpful for reviewing individual calls and identifying patterns.

📝 Survey Submissions

This section tracks leads who reach out through your website forms.

Submission Metrics

At the top, you’ll see:

Total number of submissions
A chart showing submissions over time

👉 These represent leads who prefer to submit information instead of calling.

Submission Details

Below, you’ll find a detailed list of submissions, including:

Name
Email
Form submitted
Submission date
Responses to form questions

👉 This gives you full visibility into what potential customers are requesting.

How to Use This Section

This report helps you evaluate lead capture performance.

Use it to answer questions like:

Are we answering enough of our calls?
Are we missing opportunities due to missed calls or voicemails?
Are leads coming in more through calls or form submissions?
Are there trends in when people are reaching out?

⚠️ Key Insight

Generating leads is only part of the equation.

👉 Leads must also be captured and responded to.

Even strong marketing performance can fall short if:

Calls aren’t being answered
Follow-up is delayed
Opportunities are missed

Simple Way to Think About It

Calls → Immediate inbound opportunities
Answered Calls → Opportunities captured
Missed Calls / Voicemails → Potential missed revenue
Survey Submissions → Website-generated leads

What to Explore Next

Continue exploring your dashboard:

Need Help?

If you’re seeing missed calls, inconsistent data, or have questions:

👉 Reach out to your Account Manager