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Showcase ROI from Call Tracking with Dashboards | CallTrack

ROI from call tracking
01Dec

How To Showcase ROI from Call Tracking With Marketing Dashboards

  • calltrack.ai
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If you are using call tracking to measure the effectiveness of your marketing campaigns, you might be wondering how to showcase the return on investment (ROI) from your phone calls to your stakeholders. How can you demonstrate the value of your calls and how they contribute to your business goals?

One way to do this is by using marketing dashboards. Marketing dashboards are visual tools that display key marketing metrics and performance data in one place. They help you track, analyze, and report on your marketing activities and outcomes, and communicate them to your audience in a clear and compelling way.

In this blog post, we will show you how to create a marketing dashboard that showcases the ROI from your call tracking, and what benefits it can bring to your business. Here are the steps:

  1. Define your call tracking goals and KPIs
  2. Choose a call tracking software and a dashboard tool
  3. Integrate your call tracking data with your dashboard tool
  4. Design and customize your dashboard
  5. Share and update your dashboard

Step 1: Define your call tracking goals and KPIs

Before you create your dashboard, you need to define your call tracking goals and key performance indicators (KPIs). Your goals are the specific and measurable outcomes you want to achieve with your call tracking, such as increasing call volume, conversions, or revenue. Your KPIs are the metrics that help you measure your progress towards your goals, such as cost per call, call duration, or call quality.

To define your goals and KPIs, you need to ask yourself some questions, such as:

  • Why are you using call tracking? What are the main benefits and challenges of call tracking for your business?
  • Who are your target audience and customers? What are their needs, preferences, and behaviors?
  • What are your marketing channels and campaigns? How do they drive phone calls to your business?
  • How do you track and attribute your phone calls? What data sources and tools do you use?
  • How do you measure and optimize your call performance? What are the best practices and benchmarks for your industry and market?

By answering these questions, you will be able to identify your call tracking goals and KPIs, and align them with your overall business strategy and objectives.

Step 2: Choose a call tracking software and a dashboard tool

The next step is to choose a call tracking software and a dashboard tool that suit your needs and budget. A call tracking software is a platform that allows you to track, record, and analyze your phone calls from various sources, such as online ads, websites, social media, or offline channels. A dashboard tool is a platform that allows you to create, customize, and share your marketing dashboards with your data and insights.

There are many call tracking software and dashboard tools available in the market, each with different features, pricing, and integrations. Some examples of call tracking software are CallRail, Ringba, and AvidTrak. Some examples of dashboard tools are Klipfolio, Qlik, and Zoho Analytics.

To choose the best call tracking software and dashboard tool for your business, you need to consider some factors, such as:

  • The features and functionality of the platforms, such as call tracking, call recording, call routing, call transcription, call sentiment analysis, call scoring, call reporting, and call analytics.
  • The integrations and compatibility of the platforms, such as Google Ads, Google Analytics, CRM, email marketing, social media, and other tools.
  • The ease of use and customization of the platforms, such as user interface, dashboard design, data visualization, data exploration, and data sharing.
  • The pricing and scalability of the platforms, such as free trial, monthly or annual plans, pay as you go, number of users, number of calls, number of dashboards, and number of data sources.

By comparing and evaluating different call tracking software and dashboard tools, you will be able to find the best combination for your business.

Step 3: Integrate your call tracking data with your dashboard tool

The third step is to integrate your call tracking data with your dashboard tool, so that you can access and display your data and insights on your dashboard. To do this, you need to connect your call tracking software with your dashboard tool, and configure your data sources and settings.

Depending on the platforms you use, the integration process may vary, but generally, it involves the following steps:

  • Log in to your call tracking software and your dashboard tool accounts.
  • Go to your call tracking software settings and find the API key or token, which is a unique identifier that allows you to access your data from other platforms.
  • Go to your dashboard tool settings and find the data source option, which allows you to add and manage your data sources from different platforms.
  • Choose your call tracking software as a data source and enter your API key or token, and any other required information, such as account name, number, or password.
  • Test and verify your connection and data, and make sure that your data is accurate and up to date.

By integrating your call tracking data with your dashboard tool, you will be able to create and update your dashboard with your data and insights.

Step 4: Design and customize your dashboard

The fourth step is to design and customize your dashboard, so that you can showcase the ROI from your call tracking in a clear and compelling way. To do this, you need to select and arrange your dashboard elements, such as charts, tables, maps, gauges, and indicators, and visualize your data and insights.

Depending on the dashboard tool you use, the design and customization process may vary, but generally, it involves the following steps:

  • Log in to your dashboard tool account and create a new dashboard, or choose a template or example from the dashboard library.
  • Choose and drag the dashboard elements you want to use from the menu or toolbar, and drop them on your dashboard canvas.
  • Connect and map your data sources and fields to your dashboard elements, and configure your data settings, such as filters, formulas, aggregations, and calculations.
  • Customize and format your dashboard elements, and adjust their size, position, color, style, and interactivity.
  • Add and edit your dashboard title, subtitle, description, and annotations, and make sure that your dashboard is clear, concise, and consistent.

By designing and customizing your dashboard, you will be able to showcase the ROI from your call tracking in a visual and interactive way.

Step 5: Share and update your dashboard

The final step is to share and update your dashboard, so that you can communicate the ROI from your call tracking to your stakeholders and audience. To do this, you need to publish and distribute your dashboard, and refresh and maintain your data and insights.

Depending on the dashboard tool you use, the sharing and updating process may vary, but generally, it involves the following steps:

  • Log in to your dashboard tool account and go to your dashboard settings and find the publish or share option, which allows you to make your dashboard public or private, and generate a link or embed code for your dashboard.
  • Choose your sharing option and copy your link or embed code, and paste it on your website, blog, email, social media, or other platforms, or send it directly to your recipients.
  • Set up your dashboard permissions and access, and decide who can view, edit, or comment on your dashboard, and what actions they can take on your dashboard, such as filtering, sorting, or downloading.
  • Schedule and automate your dashboard updates and refreshes, and decide how often you want your dashboard to sync with your data sources and display the latest data and insights.
  • Monitor and evaluate your dashboard performance and feedback, and see how your dashboard is viewed, used, and shared by your audience, and what comments or suggestions they have for your dashboard.

By sharing and updating your dashboard, you will be able to communicate the ROI from your call tracking to your stakeholders and audience, and keep them informed and engaged.

Benefits of showcasing ROI from call tracking with marketing dashboards

By creating a marketing dashboard that showcases the ROI from your call tracking, you can enjoy the following benefits:

  • You can track and measure your call tracking goals and KPIs, and see how your phone calls contribute to your business goals and objectives.
  • You can analyze and optimize your call tracking performance and strategy, and see how your phone calls are influenced by your marketing channels and campaigns.
  • You can demonstrate and prove the value of your call tracking efforts and investments, and see how your phone calls generate leads, conversions, and revenue for your business.
  • You can communicate and report your call tracking results and insights, and see how your phone calls impact your marketing ROI and customer satisfaction.

Call tracking is a powerful tool that allows you to measure the effectiveness of your marketing campaigns and generate more revenue for your business. However, to showcase the ROI from your call tracking, you need a marketing dashboard that displays your key call tracking metrics and performance data in one place.

By following the steps above, you can create a marketing dashboard that showcases the ROI from your call tracking, and communicate it to your stakeholders and audience in a clear and compelling way. This will help you improve your marketing strategy and decision making, and grow your business.