Dashboards, reports and call analytics

Your dashboard

1. 1Open Overview → Dashboard.
2. 2Click Customize, then Add a card, and pick from groups such as Deals, Calls and texts, Tasks and calendar and Team.
3. 3Arrange the cards and click Save. Reset to default starts over.

To open TopReach on a different page, choose your start page in Settings → Dashboard Preferences: Dashboard, Deals, Contacts or Activities. It only changes your own start page.

Call and text analytics

• Phone → Overview shows Phone calls and SMS at a glance, including Top Callers (7d).
• Phone → Analytics breaks calls down by rep (Team Performance) and by place (Calls by region).
• People with View All Logs can switch between My calls and Workspace. Everyone else sees their own calls.
• Export CSV downloads the numbers (it needs the Export Data permission).

Reports

In Overview → Reports, pick a report, a period and who it covers, then click Print or save as PDF or Download CSV.