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Overview

The Analytics page lets you build fully customizable dashboards to track your agents’ performance, visualize trends, and understand your conversations at a glance. You don’t need to know SQL to use Analytics. The built-in AI Query feature lets you describe the chart you want in plain English, and it builds everything for you: the query, the chart type, and the configuration. You can also write SQL queries directly if you prefer. There are two ways to add charts to your dashboard:
  • Built-in charts: pre-built metrics like total calls, connected rate, and call volume. One click to add, zero configuration.
  • Custom charts: create any visualization you want, powered by AI or manual SQL queries against your call and chat data.
Analytics Dashboard

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Creating Your Analytics Dashboard

Open the Analytics page from the left sidebar under Overview. The first time you visit, a default view is created for you automatically.
Sidebar Navigation

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What’s a View?

A view is a separate dashboard. You might create one for “Sales Calls”, another for “Support Chats”, and another for “Weekly Executive Report”. Each view has its own charts, filters, and layout.

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Creating a New View

Click the menu next to the view dropdown in the header, then select Add New View. Type a name for your view and click the save icon.
View Menu

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Switching Between Views

Use the dropdown selector in the header to switch between your views. Strada remembers which view you last opened.

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Renaming a View

Click the menu > Rename View, type the new name, and click save.

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Deleting a View

Click the menu > Delete View. You’ll be asked to confirm. You cannot delete your last remaining view.

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Filters and Date Range

Filters control which data appears across your entire dashboard. Every chart on the page updates when you change a filter.

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Date Range

Click the date picker in the top-left to choose a start and end date. You can also use the Quick Select presets: Today, Yesterday, Last 7 days, Last 14 days, Last 30 days, or set a Custom range. The default is the last 14 days.
Date Picker

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Agent Filter

Click Filter to open the filter popover. Select one or more agents to include or exclude. This is useful when you want to focus on a specific agent’s performance.

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Campaign Filter

Similarly, you can filter by campaign name to focus on a specific outbound campaign.
Filter Options

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Saving Filters

Click Save Filters to persist your current filter setup. The next time anyone in your organization opens this view, the saved filters load automatically.
Saved filters apply to all charts in the view, both built-in and custom.

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Built-in Charts

Built-in charts give you instant access to the most common metrics without any setup.

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Adding and Removing Built-in Charts

  1. Click the Add Chart button in the top-right.
  2. Under Built-in Charts, you’ll see the available options. A green checkmark means the chart is already on your dashboard.
  3. Click a chart to add it. Click the checkmark to remove it.
Add Charts Dialog

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Available Built-in Charts

ChartWhat It Shows
Calls MadeTotal number of calls placed during the selected date range
Connected RatePercentage of calls that successfully connected with a person
Conversion RatePercentage of connected calls that achieved the desired outcome
Avg Call DurationAverage length of connected calls in MM:SS format
Call VolumeA daily bar chart showing call volume broken down by agent

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Customizing Built-in Charts

  • Connected Rate and Conversion Rate can be configured to match your business logic. Click the menu on the chart > Configure Chart to define exactly what counts as “connected” or “converted”.
  • Any built-in chart’s description can be updated via the menu > Change Description.
Configure Chart
Built-in charts work instantly. No SQL, no configuration. They’re the fastest way to get key metrics on your dashboard.

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What’s Next?

Now that your dashboard is set up with filters and built-in charts, you’re ready to create custom charts. Head over to Custom Charts to learn how to build any visualization you want using AI Query or SQL. Once you have charts on your dashboard, check out Managing Your View to learn how to rearrange, resize, edit, and export your charts.