Summary
This video provides an overview of the filtering options available in the ARMOR® dashboard within PhoneBurner. These filters help users analyze data effectively and extract valuable insights. Key features include:
- Date Range Adjustment: Users can adjust the date range (e.g., year-to-date) to display meaningful data, especially for accounts with limited activity.
- Grouping Options: Users can group data by week or month to visualize trends more clearly.
- Agent Filtering: Filter data by specific agents to assess individual performance.
- Carrier Filtering: View activity by carrier (e.g., T-Mobile, Verizon, etc.).
- Phone Number Filtering: Filter graphs to show data for specific phone numbers.
- Line Type Filtering: Filter by line type (e.g., mobile, non-fixed VoIP, etc.).
- Lead Source Filtering: Track call performance based on lead sources to evaluate data quality and ROI.
The ARMOR® dashboard dynamically updates as filters are applied, giving users actionable insights to improve their call strategies.
Tags
ARMOR® dashboard, data filtering, call analysis, PhoneBurner training, lead source tracking, agent performance, call insights, productivity tips, call volume trends, customer communication
Cleaned-Up Transcript
This is a quick overview of the filtering options available in your ARMOR® dashboard to help you dig into the details of your data and extract more value from your organization’s activity.
To access the ARMOR® dashboard, click ARMOR® at the top of your PhoneBurner account. Remember, the ARMOR® dashboard only shows activity for phone numbers protected with ARMOR®.
The first thing I like to do when I arrive here is adjust the Date Range. Since I’m using a demo account with limited data, I’ll switch to Year-to-Date to display more information.
Now, let’s talk about filters. On the right-hand side, you can adjust how the AMROR® dashboard displays data. For example, if I want to smooth out the graphs, I can switch from Weekly to Monthly. This helps simplify the visual when dealing with limited data.
You can also filter by Agent. For example, selecting Cassie, Heather, and Jeff will update the data to show only those users' activity. In this demo account, most of the activity is tied to Jeff, so when I remove Jeff from the filter, call volume significantly drops — but interestingly, live answer rates increase.
Another useful filter is Carrier. If I filter by T-Mobile, the dashboard updates to exclude Verizon and AT&T data. All relevant graphs now reflect only T-Mobile activity.
Next, you can filter by Phone Number. Selecting specific numbers will update all the graphs based on those entries.
There’s also a Line Type filter that allows you to view data by mobile, non-fixed VoIP, or null numbers. Since I often call sample contacts in this demo account, this filter helps isolate relevant data.
Finally, one of my favorite filters is Lead Source. As you import or add data to the system, I recommend tagging contacts with a lead source. This allows you to evaluate how effective your data sources are.
For example, filtering by Vendor 1 shows a 59.3% live answer rate. Switching to Vendor 2 reveals a 60% answer rate, while Special Vendor only achieves 30%. Filtering by Zapier shows a 100% answer rate — but only one call was made to a Zapier-tagged contact, so the data is limited.
By combining these filters, you can uncover key insights about your data and improve your calling strategies.
Take a moment to explore your ARMOR® dashboard filters and start unlocking valuable insights from your data. Thanks for watching, and happy dialing!
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