In this guide, we’ll show you how to build a dashboard to help you visualize your team's calling activity with metrics such as calls waiting, longest wait time, call volume over time, missed calls, call duration, available users, and more.
We’ll also cover using our advanced features, including an Interactive view that allows you to drill down into your Aircall data to see what’s happening behind the scenes, how to set up alerts for important changes to your key metrics, and more.
Get connected
To begin, we’ll start by connecting Aircall to import your data with these steps:
Click the + Add widget button on your dashboard.
Search for Aircall and select it.
Choose the Start from scratch option or select a pre-built widget.
Click Connect via Aircall and follow the prompts to create the connection and begin importing your data.
Once you reach the Select numbers page, click + Add numbers and assign all your numbers to Geckoboard. This will ensure that Geckoboard receives updates for your Aircall numbers and avoids potential data discrepancies.
Geckoboard will import the last 90 days of your Aircall data. Depending on the volume of data in your account, the initial import process may take some time to complete. If you have a large volume of data in Aircall, we will email you once the import is complete.
Create your first widget
With your data source connected and import completed, you can start configuring your widgets:
Hover over the top right of your widget, click the ellipsis, then click Edit.
In the panel that opens, select the metric you wish to display.
We’ll pick Call list as an example.
Add or remove columns or drag them to change the order as desired.
Open the Filter field and select a filter to start narrowing the scope of your data.
We’ll pick Team from the dropdown, choose an operator, the Team we want to show data for, and then click Apply.
Add a title to the top of your widget.
Click Save to add the widget to your dashboard.
Expand your dashboard
Duplicate widgets to quickly build more
Now that your first widget is built, continue adding more widgets for the same data source quickly with the Duplicate feature:
Find the widget you want to copy, hover the top right of it, click the ellipsis, then click Duplicate.
We’ll copy the Call list widget we just built to quickly create something else.
On the new copy that appears, hover over the top right of your widget, click the ellipsis, and then click Edit.
Make any necessary changes to the configuration.
In the Display field, we’ll switch to Total calls.
In the Visualization field, select Line Chart.
In the Time field, select your preferred time period.
We’ll use Split by to visualize inbound and outbound calls separately.
Open Split By, select Direction from the dropdown, and then click Apply.
Edit the title of your widget.
Click Save to add the widget to your dashboard.
Arrange the layout of your widgets
To change the layout of widgets on the dashboard, we can move and resize widgets or group them together to make the relationship between data clearer.
For example, you can create a group of widgets for the current queue metrics in Aircall. Another example is creating a group of widgets that show the data for the same time period.
Explore advanced features
Set up Status Indicators and KPI notifications for your key metrics
Status Indicators allow you to create visual alerts for your number or gauge widgets, so you can quickly spot important changes to your metrics. To take it a step further, you can also set up Slack notifications and get notified when your metric reaches a warning or success state.
For example, you can set up a notification to send when the average waiting time reaches a specific threshold, so you can quickly take appropriate action.
Compare metrics on the same visualization
The Compare metric feature allows you to add multiple metrics to a single chart (line, column, or table) to showcase the relationship between metrics and surface trends. For example, you can compare the volume of inbound calls and missed calls.
Use the Interactive view to investigate the data behind your widgets
Drill down and access the source data using Interactive view to see what’s driving your metrics. For example, you can quickly drill into the Missed call % metric to break down the data by missed call reason, by tag, or to see how the metric performed over a time period.