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Best automated CallRail reports for marketing teams

Build automated marketing reports for your analytics teams and clients using CallRail data.

Automate CallRail reports and dashboards
Connect CallRail data and create automated reports and dashboards
Automated marketing reports
Business features include
 
Automated CallRail reporting
Automated reporting
Keyword rank tracker
Send data to Google Sheets
B2B lead generation
White label client portal
Send data to BigQuery
ChatGPT data insights

CALLRAIL REPORTING

Call analytics metrics from CallRail - call statuses, mediums, leads.

Octoboard data dashboard: Callrail application dashboard

Introduction

In the ever-evolving landscape of digital marketing, leveraging call analytics is pivotal for marketing teams looking to demonstrate their impact and refine their strategies. CallRail, a robust call tracking and analytics tool, provides invaluable data for understanding customer interactions. Integrating CallRail with Octoboard's analytics platform empowers teams to automate and consolidate Call Analytics reports, offering a comprehensive view of marketing efforts. This blog post delves into how utilizing CallRail data through Octoboard can transform the way marketing teams operate, save time, and provide deeper insights into their campaigns.

Understanding CallRail Metrics

To appreciate the integration's value, it's essential to understand the CallRail metrics that form the backbone of these insights:

  • Callrail Calls: Total number of calls, offering a broad measure of engagement.
  • Callrail Total: An aggregate of all call-related metrics, providing a high-level overview.
  • Callrail First Call: Tracks new customer interactions, essential for gauging campaign reach.
  • Callrail Answered: A count of answered calls, indicating responsiveness and potential leads.
  • Callrail Missed Calls: Highlights opportunities for improvement in customer engagement.
  • Callrail Call Cities: Geographical data for calls, crucial for localized marketing strategies.
  • Callrail Sources: Identifies which marketing channels are driving calls.
  • Callrail Mediums: Shows the mediums (e.g., organic, PPC) generating calls.
  • Callrail Leads: The number of calls that are qualified as leads, a direct indicator of campaign effectiveness.

Automate all your marketing reports. Save time and retain clients with Octoboard.

These metrics help marketing teams showcase their work by providing tangible evidence of their campaigns' impact, guiding resource allocation, and highlighting areas for improvement.

Automating CallRail Report Generation with Octoboard

Manual data analysis and report generation can be time-consuming and prone to errors. By leveraging Octoboard's analytics platform, marketing teams can automate the process, saving hundreds of hours. This automation ensures:

  • Consistent and timely delivery of reports (weekly or monthly).
  • Customizable reports tailored to specific needs and audiences.
  • Real-time data access for prompt decision-making.

Create marketing reports and use ChatGPT and Open AI to monitor data trends with Octoboard.

Automated reports provide regular visibility into Call Analytics efforts, helping teams and management stay informed and agile in their strategies.

Centralizing Call Analytics Reporting

Marketing campaigns often span multiple channels, making consolidated reporting a necessity. Octoboard excels in bringing diverse Call Analytics data into one intuitive dashboard. This centralization is crucial because:

  • It eliminates the need to toggle between different platforms for data analysis.
  • It provides a holistic view of campaign performance across various channels.
  • It facilitates easier comparison and correlation of data from different sources.

Monitor your ad spend budget, save costs and increase your paid advertising ROI with Octoboard.

By offering a unified analytics experience, Octoboard ensures that marketing efforts are accurately tracked and assessed, leading to more informed decisions.

Advanced PPC Analytics with Octoboard

Octoboard's advanced PPC Analytics module is a game-changer for marketing agencies. It allows for the creation of new metrics, dimensions, and the application of advanced formulas to transform PPC data across channels, locations, and currencies. The value of this feature lies in its ability to:

  • Customize data analysis to fit specific client needs and campaign objectives.
  • Provide granular insights into PPC campaigns, enhancing optimization efforts.
  • Facilitate reporting in multi-currency and multi-regional contexts, essential for global campaigns.

For more detailed information, explore the Octoboard PPC Analytics module.

Automating Data Trend Detection with Octoboard and OpenAI

In today's data-driven world, staying ahead of trends is critical. Octoboard's integration with OpenAI facilitates automated trend detection using CallRail data, enhancing marketing teams' ability to monitor and adjust their strategies. This feature:

  • Identifies emerging patterns and anomalies in call data, signaling shifts in customer behavior or campaign performance.
  • Generates insights using advanced AI algorithms, providing deeper analysis and predictions.
  • Ensures that marketing teams are proactively informed, allowing for swift strategy adjustments.

Create marketing reports and use ChatGPT and Open AI to monitor data trends with Octoboard.

Discover more about this innovative feature at Octoboard's Automated Data Insights.

Google Sheets Data Export: A Versatile Tool for CallRail Teams

Octoboard's Google Sheets data export feature enhances the flexibility and accessibility of CallRail data. By exporting data to Google Sheets, teams can:

  • Manipulate and visualize data in a familiar and versatile environment.
  • Share insights easily with team members or clients who prefer Google Sheets.
  • Integrate CallRail data with other datasets for comprehensive analysis.

The

simplicity and utility of this feature make it a valuable addition to any marketing team's toolkit. Learn more about this functionality at Octoboard Google Sheets Add-on.

Maximizing Marketing Efficiency and Insight with Octoboard

Incorporating Octoboard into marketing analytics practices offers a multitude of benefits. By automating and centralizing CallRail data analysis, marketing teams can focus more on strategy and less on data management. The advanced features of Octoboard, such as PPC analytics and trend detection, equip marketers with the tools necessary to stay ahead in a competitive landscape. The integration of these technologies not only saves time but also provides deeper, more actionable insights, ultimately leading to more effective marketing campaigns and satisfied clients.

Notes
To connect to CallRail to Main Menu > Profile. Select "API Keys" menu item and click "Create API V3 Key". Copy and paste generated key into Octoboard.
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Last reviewed:
13-Apr-25
Dashboards:
Reports:
Client portals:
White label:
Data refresh:
OpenAI Data insights:
Office TV output:
Multi-client:

CallRail metrics

CALLS

Incoming calls breakdown by answer
Description
Calls broken down by outcome - Missed - Answered - Voicemail.
USE THIS METRIC

CALLS OVER TIME

Incoming calls tracked over time
Description
Total calls vs answered and missed calls in line graph series over time.
USE THIS METRIC

TOTAL CALLS

Total number of incoming calls
Description
Total calls over time
USE THIS METRIC

FIRST CALLS

Total number of "first calls" (incoming)
Description
"First calls" tracked over time.
USE THIS METRIC

CALLS ANSWERED

Total number of answered incoming calls
Description
Answered calls tracked over time.
USE THIS METRIC

CALLS MISSED

Total number of missed incoming calls
Description
Missed calls tracked over time.
USE THIS METRIC

CALLS VOICE-MAIL

Total number of calls on voicemail.
Description
Calls on voice mail tracked over time.
USE THIS METRIC

AVG DURATION

Average call duration in seconds
Description
Average daily call duration tracked over time.
USE THIS METRIC

CALL CITIES

Ranked incoming call cities
Description
Call cities ranked by number of calls.
USE THIS METRIC

CALL SOURCES

Ranked incoming call sources
Description
Call sources ranked by call numbers.
USE THIS METRIC

CALL MEDIUMS

Ranked incoming call mediums
Description
Call mediums ranked by call numbers.
USE THIS METRIC

LEAD STATUS

Incoming call lead statuses
Description
Call lead statuses ranked by call numbers.
USE THIS METRIC

LATEST CALLS

List of latest calls.
Description
List of latest calls with links to call recording.
USE THIS METRIC

LATEST FORM SUBMISSIONS

List of forms submitted by visitors.
USE THIS METRIC
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