Live data from RingCentral via Firestore
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Call Volume (Daily)
SMS Volume by LO
Avg Call Duration by LO
Team Activity (Calls)
Recent Calls
| Time | Direction | From / To | Duration | Result |
|---|
Recent SMS
| Time | Direction | From / To | Message |
|---|
Team Performance
Call Queue Analytics
Queue Performance
| Queue | Total | Inbound | Answered | Abandoned | Answer % | SLA % | Avg Duration | Avg Wait | Avg Hold |
|---|
Agent Performance by Queue
| Agent | Ext | Total | Answered | Not Answered | Answer % | Avg Duration | Avg Wait |
|---|
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CSR Team Leaderboard
Manager view for tracking the CSR team's transfer volume, talk time, funding rate, and anomaly callouts. Currently under construction — the data pipeline (csr-transfer-stats API + Contact.OwnerHistory queries) is on the rollout roadmap.
Until this launches, CSR transfer activity is visible directly in Salesforce reports. Contact Jason for an interim report.
Welcome to Truss
Your personal performance dashboard is being built. When it's ready, you'll see your daily transfer count, weekly trend, and how your transfers are converting for the LOs you handed off to.
For now: your work is tracked in Salesforce. Every time you warm-transfer a lead to an LO, the SF ownership change is your credit. Your manager can see the full picture.
Questions? Reach out to Manases.
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Live data from Google Ads via BigQuery
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Total Spend
$0
Clicks
0
CPL
$0
CTR
0%
HS Leads / Calls
0
Conv. Value
$0
ROAS
0x
Avg CPC
$0
Spend & Conv. Value Trend
Clicks & HS Leads / Calls
Campaign Performance
Spend by Campaign
Top Keywords
🚩 Search Term Waste (spend, 0 conversions)
🏆 Search Term Winners
Wasted Spend vs. Winner Value
Ad Group Performance
Ad Performance
⚠️ Recent Alerts
No recent alerts
Channel-blended marketing overview
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Paid — Google Ads
Ad Spend
$0
HS Leads / Calls
0
CPL
$0
ROAS
0x
Organic — Google Search
Organic Clicks
0
Avg Position
0
Non-Brand Clicks
0
SEO Opportunities
0
queries in striking distance
Channel Mix — Paid vs Organic Clicks
Ad Spend vs Conversion Value
📈 Organic Gainers (clicks vs prior period)
📉 Organic Decliners
Campaign Performance
Organic Demand — Brand vs Non-Brand
Non-brand = people who don't know us yet finding Truss. Growth here is marketing creating NEW demand.
🎯 Top SEO Opportunities — full list on the GSC tab
Website performance from Google Analytics 4
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Sessions
0
Users
0
New Users
0
Engagement Rate
0%
Key Events
0
Session Conv. Rate
0%
Avg Session
—
Deltas vs the prior period of equal length
Sessions, Users & Key Events
Traffic by Channel
Sessions by Channel
Top Landing Pages
Top Sources
Sessions by Device
Top States (users — licensing footprint)
Searches that brought people to our ads but weren't a fit for the loan we're selling. Blair reviews them every morning and can block them for us.
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Of the leads each campaign brought in, how many actually moved past the first stage. Read against ad spend, not instead of it.
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A campaign sitting below the overall rate is not automatically a problem — some campaigns are simply cheaper and shallower, which is a budget question. What matters is a campaign falling against its own history, especially while its volume climbs. Blair emails you and Hank when that happens.
Weekly arrivals vs quality
By campaign
Sorted by cost per advanced lead — cheapest first. That, not the raw rate, is the budget number: a campaign can convert less well and still be the better buy. Its own range is the campaign's best and worst week, which is what Blair's alert actually judges against. Form / Phone splits the advance rate by how the lead arrived (phone = CallRail click-to-dial, inferred from leads with no form on file).
| Campaign | Leads | Spend | Moved past stage 1 | Its own range | Form / Phone | Cost per advanced lead | Closed |
|---|
Live organic-search data from Google Search Console
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Total Clicks
0
Impressions
0
Avg CTR
0%
Avg Position
0
Clicks & Impressions
Average Position (higher on chart = better)
🎯 Striking Distance — high-impression queries ranking positions 4–20
These are the fastest SEO wins: lots of people see them, but we rank just off the top. A small ranking gain here converts to real clicks.
Impressions by Ranking Position
Clicks by Device
Top Queries
Top Pages
Sarah AI
Which agent every contact is in right now