The Projects application allows you to manage and track analytics for each client that has a sub-account attached to your main account. This document will teach you how to integrate, access, and utilize these analytics effectively for CallRail.

The Analytics tab within the Projects application effectively acts as a mirror for the information captured within the Analytics application itself. If one of your clients is currently tracking CallRail analytics within that application, their data will also appear within your Projects application if you have an active project available for that account.

There are two primary methods for connecting a CallRail integration for your client:

This method requires your client to connect the integration from within the Analytics application. You can find the video instructions in this article.

Note - You can now access the sub-account directly by using the Sub-Account SSO feature to perform this method. You will still need the owner's account credentials to add the integration.

You should use this method if your client cannot integrate their own analytics, but is willing to provide you with their login credentials.

Important Note - When your client connects the integration using method one, their analytics will appear in your Projects application if you have a project available within that account. Likewise, if you use method two to connect the integration for them within the Projects application, their CallRail analytics will begin to appear in their Analytics application, effectively mirroring the data in one direction or the other.

After successfully integrating your CallRail account, your Analytics application will feature a new overview section as well as a tab at the top of the page.

Note - These overview metrics will also display on the CallRail tab in a slightly different appearance.

Next, we will go over each of these metrics, so that you can your team can actively utilize your new analytics.

This is the total number of calls received to date.

This is the total number of calls your team answered out of the total calls received.

Notice that there is a blue arrow with a percentage in between these two metrics. This percentage is calculated by dividing the number of Answered Calls by All Calls.

This is the number of calls your team missed out of the total calls received.

Once again, there is another blue arrow that calculates the percentage of missed calls. This is calculated by dividing the number of Missed Calls by All Calls.

This is the number of unique callers that call your number for the first time.

This is the average duration of each call. This is calculated by taking the total duration of all calls divided by the total number of calls.

The final blue arrow indicates the percentage of First-Time Callers. This is calculated by dividing the number of First-Time Callers by All Calls.

The second half of this page details all of your calls in their entirety. This half of the page is divided into two sections: Calls and Insights. By default, this section is set to Calls, which we will cover in detail below.

Note - Each tab including All Calls, Answered Calls, Missed Calls, and First Time Callers features the same columns. Use these tabs to filter between each category.

The first of the four tabs of this table details every call received to date. The All Calls tab is then broken down into seven distinct columns:

This lists the name of the caller.

This informs you where the caller found your phone number to initiate the call.

This is the date that the call took place.

This indicates whether or not you answered or missed the call.

This is the city from which the call originated.

This is the exact duration of the phone call.

This houses the recording of the call. You can press the blue play button to listen to the entire call. The play button will transition to an audio menu, which allows you to play, pause, and adjust the volume. You can also click the download button to download a copy of the audio file.

You can toggle between Calls and Insights by using the toggle on the right side of the page. Switch to Insights to get a quick snapshot of some key statistics regarding your calls.

This section details the top sources for your incoming calls. The green portion of the bar indicates Answered Calls whereas the red area indicates Missed Calls.

Similar to the above, this section quickly illustrates your number of Answered versus Missed calls.

Finally, the last section provides a graph of your call volume throughout the month. The X-axis indicates the date whereas the Y-axis is the number of calls. You can also hover over a date to view a small pop-up if you need a direct summary.

Finally, you can modify the appearance of your table under the Calls toggle specifically. You can access this menu by clicking on the icon just to the right of the toggle.

This menu is divided into two sections. The left side will last all of the available columns alongside a checkbox. Checking this box will cause that column to appear in the table. To remove a column, uncheck the box.

The second on the right allows you to drag and drop the columns in the order you would prefer. To delete a column from the table, click on the X to the right. Note that you cannot delete Caller Name, Source, and Date.

This covers everything you need to know about CallRail analytics. Good luck moving forward!