Telemarketing Dashboard Module

- What the Telemarketing Dashboard Is

The Telemarketing Dashboard is the central management and analytics hub for all telemarketing activities inside the biz1 system.

It brings together:

Call activity
Team performance
Customer engagement
Sales results
Queue progress

into one unified, visual workspace.

If telemarketing agents focus on calling customers, the dashboard focuses on measuring results and guiding decisions.

- Role in the Telemarketing System

The Telemarketing Dashboard sits above daily telemarketing work.

Telemarketing Page → Work execution (calls & updates)
Telemarketing Dashboard → Monitoring, analytics & control

All data shown in the dashboard comes from real work already performed by team members.

- Overall Dashboard Structure

The Telemarketing Dashboard is built as one main module with multiple functional sub-modules, all accessible from a single screen.

- Main Module

Telemarketing Progress Dashboard
(Default landing view)

This is the high-level overview screen showing key numbers, charts, and performance summaries.

- Dashboard Sub-Modules Explained

Each sub-module answers a specific operational question.

1️⃣ Telemarketing Progress Dashboard (Default View)

“How is telemarketing performing overall?”

This is the command overview.

Shows:

Worked hours
Total calls
Answered vs unanswered calls
Sales count
Conversion performance
Earnings and revenue

Why it matters:

Immediate visibility into productivity
Fast identification of bottlenecks
Clear understanding of results

This screen is usually what managers check first.

2️⃣ Calls Recordings

“What happened in past calls?”

This section stores call history and recordings.

Purpose:

Quality assurance
Training & coaching
Verifying customer interactions

Managers can review calls to:

Improve scripts
Resolve disputes
Measure call effectiveness

3️⃣ Live Calls

“What is happening right now?”

The Live Calls view shows active calls in real time.

Why it’s important:

Enables real-time supervision
Helps managers support agents instantly
Ensures accountability during work hours

This is especially valuable for large teams.

4️⃣ Lists Management

“Who are we calling?”

Lists organize customers into structured calling groups.

This section allows:

Creating and managing calling lists
Assigning customers to agents
Measuring list-level performance
Linking scripts to lists

Lists ensure organized campaigns instead of random calling.

5️⃣ Queue History

“What’s next and what’s completed?”

Queues automate follow-ups and calling priorities.

This section shows:

Customers waiting to be called
Customers currently in process
Completed queue actions

Queues ensure:

No lead is forgotten
Follow-ups happen on time
Call order stays logical

6️⃣ Global Settings

“How should telemarketing behave?”

This is the control room for telemarketing rules.

Here managers define:

Call limits per customer
Time gaps between calls
Queue rules and filters
Team assignments

These settings enforce discipline, consistency, and compliance.

- Navigation Experience

Telemarketing Dashboard loads as one page
Sub-modules switch instantly via sidebar
Filters and selections remain active
No full page reloads

This keeps the experience fast and uninterrupted.

- Visual Analytics Philosophy

The dashboard avoids raw tables wherever possible and uses:

Line charts → trends over time
Bar charts → comparisons
Stacked charts → breakdowns
Pie charts → distributions

This makes complex telemarketing data easy to understand in seconds.

- Role-Based Experience

Managers / Owners

Full visibility across all teams
Access to all analytics
Control over settings and queues
Export and review performance

Team Members

View own performance
Access assigned lists and queues
Track personal productivity

Everyone sees only what is relevant.

⭐ Key Business Benefits

✔ Complete visibility into telemarketing operations
✔ Better team accountability
✔ Higher conversion rates
✔ Faster management decisions
✔ Reduced manual reporting
✔ Scalable for growing teams

- In Simple Words

The Telemarketing Dashboard shows how well your telemarketing business is really working.

It answers:

Are agents working?
Are calls converting?
Are we earning money?
Where do we need to improve?

—all in one place.

- Final Summary

The Telemarketing Dashboard is not just a reporting screen — it is a control and intelligence center.

It connects:

Calls
Customers
Teams
Sales

into a single, visual, decision-making workspace.

For any organization running telemarketing at scale, this dashboard becomes the backbone of control, performance, and growth.