The AI Call Analyst includes a built-in analytics dashboard that gives you a complete overview of your team's call activity, performance ratings, and trends over time. This guide walks you through every section of the analytics view.
Accessing the Analytics Dashboard
To open the analytics dashboard:
Navigate to the AI Call Analyst page.
At the top of the page, you'll see four tabs: All Recordings, Unmatched Participants, Unmatched Trainers, and Analytics.
Click the Analytics tab to switch to the analytics view.
Analytics data will appear once you have call recordings and transcripts in the system.
Key Metrics Overview
At the top of the analytics dashboard, you'll see five summary cards:
Total Calls — The total number of calls recorded in the selected time period
Total Duration — The combined length of all calls, displayed in hours
Avg. Call Length — The average duration of a single call, displayed in minutes
Transcribed — The number of calls that have been transcribed, along with the percentage of total calls
AI Rated — The number of calls that have received an AI coach rating, along with the percentage of total calls
Team Member Performance
The Team Performance section shows how each team member is performing based on their call activity. For each team member, you'll see:
Name and profile picture
Average AI rating — Their average coach rating score out of 10
Total call count — How many calls they've made in the selected time period
Transcribed calls — How many of their calls have been transcribed
Average call duration — Their average call length in minutes
A visual progress bar shows each member's call volume relative to the busiest team member, making it easy to compare activity at a glance.
What You See Based on Your Role
Owners and Admins — You can see all team members' stats and filter analytics by individual coach using the coach dropdown at the top of the page.
Coaches — You will only see your own performance stats.
Call Category Breakdown
Calls are organized into four categories, each shown with a color-coded progress bar and percentage:
Coaching Call (blue) — One-on-one or group coaching sessions with clients
Sales Call (green) — Sales conversations or consultations with prospective clients
Team Call (purple) — Internal team meetings and discussions
Uncategorized (gray) — Calls that haven't been assigned a category yet
You can change any call's category directly from the All Recordings tab by clicking the category label on a call. This helps keep your analytics accurate.
Monthly Call Trends
The Call Trends chart displays a bar graph showing your call volume over the last six months. Each bar represents one month and shows:
Call count — The number displayed on the bar
Month label — The abbreviated month and year (e.g., "Jan 25")
Total hours — The combined call duration for that month, shown below the month label
This view makes it easy to spot trends in your team's call activity — whether volume is increasing, seasonal patterns, or months where activity dropped off.
AI Coach Ratings Explained
When a call is transcribed, the AI analyzes the conversation and scores the coach across 6 performance metrics. The analytics dashboard shows the average score for each metric across all rated calls in the selected time period.
The 6 Metrics
Overall Score — A combined assessment of the coach's overall performance on the call
Communication — How clearly and effectively the coach communicated with the client
Empathy — How well the coach understood and responded to the client's feelings and concerns
Goal Setting — How well the coach helped define, review, or progress toward specific goals
Motivation — How effectively the coach motivated and encouraged the client
Professionalism — The coach's preparedness, knowledge, and respectful conduct during the call
Scoring Scale
Each metric is scored on a scale of 0 to 10, displayed with a progress bar. The color tells you at a glance how the score compares:
Green (8.0 or higher) — Excellent performance
Yellow (6.0 to 7.9) — Good, with room for improvement
Red (below 6.0) — Needs attention
Use these ratings to identify coaching strengths and areas where you or your team can improve.
Time Frame Selection
You can filter all analytics data by time period using the dropdown in the top-right corner. The available options are:
Today — Only calls from today
Last 7 Days — The previous seven days
Last 30 Days — The previous thirty days
Month To Date — From the first of the current month to today (selected by default)
Year To Date — From January 1st of the current year to today
Changing the time frame will update all metrics, charts, and team stats on the page.
Tips for Using Analytics
Review ratings regularly — Check AI coach ratings weekly to spot trends in coaching quality before they become issues.
Categorize your calls — Keeping call categories accurate gives you a clearer picture of how time is spent across coaching, sales, and team activities.
Compare time periods — Switch between time frames to understand whether your team's activity and performance are improving over time.
Use coach filtering — If you're an owner or admin, filter by individual coaches to give targeted feedback during one-on-ones.
Focus on low scores — Red and yellow ratings highlight specific areas where a coach can improve — use these as conversation starters, not criticisms.
Track transcription coverage — The higher your transcription percentage, the more complete your analytics picture will be.