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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
 
Automated marketing reports

Automate CallRail reports and dashboards

Connect CallRail data and create automated reports and dashboards

Multi-channel templates for CallRail

We created over 300 professional reports for you to use. Modify CallRail data reports or create new reports from scratch.

Automated marketing reports
 
Seo client reporting templates for agencies

Build CallRail reports quickly — Use our templates

No need to study all CallRail metrics or build reports from scratch. We have created over 350 templates for your dashboards and reports for you to choose from.
You can also create custom CallRail reports or modify any of the existing templates.

Seo client reporting templates for agencies
 
Octoboard business cloud data dashboards for churn reduction

Showcase your CallRail data

Show how hard you work for your clients. Create CallRail graphs and metrics that demonstrate positive historical changes and results.

Compare historical CallRail KPI changes and prove ROI to any business with regular and automated reporting.

Octoboard business cloud data dashboards for churn reduction
 
White label client portal

Enable white label client portal

Create and host white label client portal on your website using CallRail data. Use our library of templates, place your logo and send automated reports in seconds.

Share data view links

Create public and private CallRail dashboards and reports. Embed data views into any page of your website. Setup is very easy and does not require IT support.

White label client portal
 
Automated cloud data insights

Use OpenAI and ChatGPT to indentify CallRail data trends

Octoboard will constantly monitor CallRail data changes for you. We use ChatGPT and OpenAI to identify CallRail trends and send regular updates.

Connect once and enable our AI engine

We employ our own machine learning algorithms to automatically discover CallRail trends that you may miss. Connect to your CallRail data and receive insights in your Email box.

Automated cloud 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.


Save time by automating your reports, grow revenue and retain customers 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.


Automate all your marketing reports and use our free Open AI connection to capture new 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:
28-Mar-24
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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