Track every service call, maintenance job, and emergency dispatch with revenue tied directly to the AI that booked it. See your busiest days, highest-value customers, and top technicians — all in one dashboard.
Dashboard tracks maintenance request revenue, lease renewal rates, and tenant satisfaction metrics — all attributed to AI-handled requests across every channel.
See new patient acquisition revenue, appointment booking rates, and recall campaign ROI — all in a single dental-specific dashboard built for practice owners.
Track patient appointment revenue, referral sources, and AI-handled triage outcomes with a HIPAA-conscious dashboard built for modern medical practices.
Dashboard tracks new client intake revenue, consultation bookings, and case initiation rate — showing exactly how much your AI receptionist contributes to new client revenue.
Track new client revenue, seasonal call volume spikes, and service line performance — with the AI receptionist activity that drove every dollar clearly attributed.
| Spreadsheets + Manual | Multiple Analytics Tools | Desk Wizard Dashboards | |
|---|---|---|---|
| Data Source | Manual entry | Partial integrations | All channels, auto-synced ✓ |
| Update Frequency | Weekly/monthly | End of day | Real-time ✓ |
| Revenue Attribution | ❌ | Limited | Full attribution ✓ |
| Team Performance | ❌ | Separate tool needed | Built-in ✓ |
| Automated Reports | Manual only | Add-on cost | Included ✓ |
| Setup Time | Days | Weeks | Minutes ✓ |
Your dashboard shows calls answered, appointments booked, revenue attributed by channel, team performance metrics, response times, lead capture rate, and any custom KPIs you configure. Every metric is pulled from live data across all connected channels.
Data updates as events happen — typically within seconds of a call ending, a message being sent, or an appointment being booked. There are no batch syncs or end-of-day delays. What you see is what's happening right now.
Yes. You can set up automated scheduled reports to any email address — perfect for agencies reporting to clients. You can also create read-only dashboard links for stakeholders who need visibility without account access.
When an AI interaction leads to a booked appointment or confirmed sale, that revenue is tagged to the originating channel and AI action. You see a direct line from "AI booked this call" to "this job generated $X" — no estimation or guesswork.
Each team member's calls, response times, handle rates, and booking conversions are tracked individually. You can view leaderboards by any time period and drill into specific conversations to understand what's driving performance differences.
Yes. The custom dashboard builder lets you add, remove, and rearrange metric cards. You can create custom KPIs based on your CRM data fields, set targets for each metric, and configure alert thresholds so you're notified when numbers drop below expectations.
The default dashboard is live the moment you connect your account — typically under 10 minutes. Custom configurations, scheduled reports, and team assignments take another 10–15 minutes. There's no technical setup, no code, and no BI team required.
Set up your revenue dashboard in minutes and see exactly what your investment is generating.