Getting the Most Out of TrackNotion’s Analytics

TrackNotion’s analytics turn your incoming calls into actionable insights. From call volumes and peak times to Call Grading and keyword tracking, these tools help you understand your customers, tweak campaigns, and boost service—all in real time.

Note: You’ll need at least one campaign set up to use these features. New to campaigns? Click here to get started.

Overview of Analytics Dashboard

Once you’ve got a Static or Dynamic campaign running, TrackNotion unlocks a suite of analytics tools.

You'll find these under the Data section of the navigation menu. These dashboards provide data you can use to sharpen your marketing, improve customer interactions, and measure success.

Let’s break down the primary analytics tools.

Campaign Overviews

Where: Left menu > Data > Campaign Overview

This dashboard gives you a snapshot of your campaign-driven calls. Filter by timeframe to see what’s happening and when.

Total Number of Calls

This panel shows the total call volume for your selected campaigns and time. A comparison to the previous period (shown as a percentage and a number) helps you track performance over time.

Why it helps: 

Evaluate campaign success, identify trends, and optimize resource allocation for busy periods.

Unique Calls

This metric measures how many distinct individuals have called you, rather than the total number of calls (which may include the same person-calling multiple times).

Why this helps:  

Get a more accurate measure of your campaign's reach, assess new lead generation, and compare new vs. repeat callers.

Busiest Time

This panel identifies the single time block (e.g., 10:00 am - 11:00 am) that receives the most calls on average, based on your selected timeframe.

Why this helps:  

Instantly see your peak hours to plan staffing, schedule ads for maximum engagement, and ensure your team is ready for the busiest part of the day.

Call Volume by Hour

This graph provides a detailed breakdown of call activity across all hours of the day, showing your peaks and valleys.

Why this helps:  

Optimize staff scheduling, align marketing promotions with high-traffic hours, and identify potential needs for after-hours support.

Average Call Grading

This gauge shows the average Call Grade from all analyzed calls in your selected timeframe, giving you a high-level snapshot of overall customer interaction quality.

Call Flows

Where: Left menu > Call Flows

Setup guide: Click here for help setting up call flows.

Manage your campaign call flows here. See all flows at once—perfect when juggling multiple campaigns.

This is particularly useful when you have set up multiple campaigns in your account, each with their unique call flows.

1. The first column shows you the name of your call flows.
2. The second column shows you how many numbers are assigned to that flow.
3. The third column shows you when the flow was created.
4. The fourth column shows you when the flow was last edited.
5. The final column allows you to either edit, copy or delete the flow.

Why this helps: 

• Easily Manage Campaigns: Quickly view and adjust call flows for multiple campaigns, ensuring each aligns with current goals.
• Track Flow Activity: See creation and edit dates to monitor recent changes and stay updated on active flows.
• Streamline Adjustments: Use editing options to fine-tune or duplicate flows, making adjustments efficient and consistent across campaigns.

Call and Text Messaging Log

Where:Left menu > Data > Call and Text Messaging Log

This dashboard is a detailed log of every call and text message interaction. You can use this log to review and assess individual interactions.

What you’ll see:

• Date/Time: When the call happened.

• Tracking Number: The phone number the campaign is assigned to.

• Caller Info: The name and number of the caller, when available.

• Recording: A securely stored audio recording of the call.

• Duration: How long the call lasted.

• Call Grading: The Call Grade (score) for the interaction, which analyzes the call's quality and outcome.

• Keywords: Any monitored keywords that were identified during the call.

• Call Transcript: A complete text record of the phone call.

• UTM_Source: The originating source of the call (e.g., google, facebook).

• UTM_Medium: The medium used (e.g., cpc, social).

Why this helps:  

Enhance customer insights through transcripts and Call Grading, optimize campaigns by tracking UTM data, and improve staff training by reviewing specific call recordings.

Monitoring Keywords

Where: Left menu > Monitored Keywords

This dashboard is where you can set up and manage keywords to "listen" for in your calls. When a keyword is spoken, it is flagged in the Call and Text Messaging Log.

Why this helps: 

Identify customer needs by tracking services or products, enhance quality assurance by flagging competitor names or words like "cancel," and refine marketing strategy by seeing what topics drive conversations.

Comparing Performances

Where: Left menu > Compare Performance

This tool allows you to directly compare the performance of up to five different campaigns against each other.

Once you select your campaigns, you can choose to compare them based on:

• Call Duration

• Number of Calls

• Call Grading

Why this helps: 

Evaluate campaign effectiveness, optimize resource allocation toward high-performing campaigns, and refine your targeting strategies by seeing which messages resonate most.

Using Custom Filters

Each panel has its own set of filters that you can apply to segment the types of information you want to display. This makes it easier for you to work through specific data, depending on which panel you are using.

Campaign Selector: Allows you to view data from a specific campaign, or all of them.

Date Range: The date range filter allows you to see metrics within a specific date range.

Time Range: View details from a specific time.

Call Grading: Filter calls that fall within a specific score range.

Call Duration: Filter calls by their duration.

Search Fields: Search for specific details about a call/campaign/keyword.

Why this helps: 

• Focus on Relevant Data: Use filters like Campaign Selector and Date Range to hone in on specific campaigns or periods, allowing for a targeted analysis of your performance.
• Identify Trends and Patterns: The Time Range and Call Grading filters help you detect patterns in call volume or customer sentiment, revealing insights into when and why engagement peaks.
• Improve Call Handling: Filter calls by Duration to find longer calls, which may indicate complex inquiries or issues. This can help identify areas for improving call resolution efficiency.
• Analyze Specific Metrics Quickly: Use Search Fields to locate specific calls, campaigns, or keywords instantly, saving time and allowing you to address particular questions or topics with ease.
• Enhance Campaign Insights: Apply Call Grading and duration filters to assess campaign quality, helping you understand the impact of various campaigns on customer satisfaction and engagement.

Conclusion

TrackNotion’s analytics tools provide a comprehensive view of your call performance. By analyzing key metrics such as call volume, unique callers, Call Grading, and keyword monitoring, you can make data-driven decisions, enhance customer service, and prove the ROI of your marketing campaigns.