The Dashboard is the at-a-glance view of how your agent is doing. It's the first page you land on after signing in.
This article covers what each widget shows. For drilling into a specific call (transcript, recording, sentiment), see Reviewing call details. For filtering, searching, or exporting the full call list, see Searching, filtering, and exporting calls. Both live in Calls, Dashboard & Reports.
Date range
Top-right of the page is the date range filter. There are seven preset options:
Last 7 days
Last 14 days
Last 30 days (default)
Last 3 months
Last 6 months
Year to date
All time
There's no custom date picker — only these presets. Your selection is saved to your account, so it's the same the next time you open the Dashboard from any browser.
Metric cards
A row of four cards across the top shows totals for the selected date range:
Calls — the number of answered calls in the range (appointment, transfer, message, and completed calls). Blocked and failover calls aren't counted here.
Leads — count of calls from contacts classified as leads. The label uses the lead noun you set under Business Details (e.g., "Prospects" if that's what you call them).
Customers — count of calls from contacts classified as customers. Uses your customer noun.
Call Minutes — total billable minutes.
There are no period-over-period comparisons or trend arrows; the numbers are flat totals for the range you've picked.
Call outcomes chart
A pie chart breaks down calls in your range by outcome:
Appointment — agent booked a meeting.
Transfer — agent transferred the call to a person.
Message — caller left a message.
Completed — agent handled the call without any of the above.
The chart covers answered calls only — blocked and failover calls are excluded, so the slices add up to the Calls metric above.
If a single call had more than one outcome (for example, an appointment that was also transferred), it's counted once in the highest-priority slice: Appointment > Transfer > Message > Completed. To see every call that includes a given outcome — including multi-outcome ones — use the matching filter on the Calls page.
Caller types chart
A stacked bar chart on the left shows call volume over time, broken down by who called:
Lead — a new caller your agent qualified through Lead Intake.
Customer — a returning caller recognized by Customer Memory.
General — a caller who isn't a recognized lead or customer, including callers whose number was withheld or couldn't be matched to a contact.
Bar grouping adjusts to your date range: daily for 14 days or fewer, weekly for 15–60 days, monthly beyond that.
Latest Appointments and Latest Messages
Two widgets at the bottom show your 5 most recent appointments and messages, respectively. These are independent of the date range you've selected above — they always show the most recent activity, regardless of period. Each row shows:
The caller's name (or phone number if no name), and a badge for whether they're a Lead, Customer, or General contact.
For appointments: appointment type and booking duration.
For messages: a preview of the message; hover to see the full text.
A timestamp on the right.
Click any row to jump straight to that call in the Calls page with the detail panel open.
What you'll see on a brand-new account
If you haven't taken any calls yet, the Dashboard shows guidance instead of empty charts:
If you don't have a CoreReach phone number assigned yet, you'll see a prompt to set one up under Activate → Call Routing — or, if your plan is out of minutes, a prompt to upgrade.
If you have a number but no calls yet, you'll see a Make a test call section with the number to dial and a few suggestions for what to say. After your first real or test call, refresh the Dashboard to see the data populate.
You may also see a Preview sample data toggle in the header while your call volume is still low. Turn it on to see what a populated Dashboard looks like with realistic-looking sample numbers — useful for getting a feel for the layout before your own data is in.