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Open Analytics in the main sidebar to reach reporting for your enabled Avoca products.
Analytics is visible only when reporting is enabled for your team and your role has permission. Individual tabs can also require a product, integration, or additional access.

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Start from Overview

The Overview page links to the product analytics your team can access:
  • Responder: inbound call performance and outcomes
  • Outbound: campaign reach, engagement, and bookings
  • Speed-to-Lead: source quality, response, and conversion
Simple Scheduler analytics is available from Products → Simple Scheduler → Overview when that product is enabled.

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Use the Analytics tabs

Depending on your team’s configuration, Analytics can include:
  • Metrics: definitions for call and call-flow metrics, including their calculation and drill-down population
  • Custom Analytics: saved views and a guided builder for team-specific questions
  • Revenue: ServiceTitan revenue, Avoca attribution, job trends, and campaign performance when the required data is available
  • Oversight: annotations, evals, alerts, Playground validation, and historical backfills for teams with Oversight access
  • A/B Test: create, configure, run, monitor, and stop live voice-assistant experiments for teams with configuration access
  • Survey Analytics: post-call survey volume, satisfaction, resolution, feedback, and participation when enabled
If a tab is missing, confirm the selected team, product access, and your role before assuming that data is unavailable.
A/B experiments can change how live calls are handled, and Oversight backfills can replace selected historical results. Review the dedicated guide and validate the configuration before starting either action.

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Compare reports correctly

  1. Select the correct team.
  2. Apply the same date and time range to both reports.
  3. Match service-area, campaign, source, channel, and call filters.
  4. Open Metrics to confirm the numerator, denominator, and excluded records.
  5. Use a metric’s drill-down to inspect the records behind the value.
  6. Export data only after the filters match the question you are answering.
Rates with similar names can use different populations. For example, a booking rate based on all actionable calls is not directly comparable to a rate based only on contained, bookable calls.

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Build a custom view

When Custom Analytics is available:
  1. Open Custom Analytics and select the option to create a view.
  2. Describe the business question in plain language.
  3. Review the proposed metric, grouping, filters, chart, and time range.
  4. Validate the preview against a known product report or drill-down.
  5. Name and save the view.
  6. Return to the library to edit its title or description and arrange saved views.
Add a description that states the business question and important filters. A clear saved-view name alone rarely explains why two similar charts differ.