Total Calls Booked
The total number of sales calls scheduled by prospects during a specific time period
Template created by
CallRail Call Funnel Sales Performance
Track CallRail calls from first ring to closed deal and see exactly what each call is worth.
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The truth about your CallRail call funnel performance
CallRail gives you call tracking, form tracking, and conversation intelligence — but can you see how much revenue your calls actually generate?
SegMetrics’ CallRail Call Funnel Sales Performance Dashboard connects your CallRail data to real revenue. See how many calls get booked, how many prospects show up, and how much each stage of your funnel is worth.
Track bookings, completions, no-shows, cancellations, and conversions. Monitor lead value and customer lifetime value at every stage.
Is your CallRail funnel driving revenue, or just ringing phones?
What's Included
The KPIs you get access to with this dashboard…
Total Calls Completed
The number of booked calls that actually took place with the prospect showing up
Total Calls Cancelled
The number of scheduled calls that were cancelled by either the prospect or sales team
Total Calls No Show
The number of scheduled calls where the prospect failed to attend without cancelling
Total Calls Rescheduled
The number of calls that were moved to a different date or time
Call Booked Funnel
A visualization showing the flow from booked calls through completion to conversion
How Many of My New Leads Have Booked Calls?
The count of new leads who scheduled a sales call
Where Are My Booked Call Conversions Coming From?
A breakdown showing which marketing channels drive conversions via the sales call funnel
Where Are My Booked Call Leads Coming From?
A breakdown showing which marketing channels drive leads via the sales call funnel
Lead Value
The average revenue potential of leads at different stages (booked vs non-booked, completed vs non-completed call)
Customer Value LTV
The lifetime value of customers who came through your call funnel (booked vs non-booked, completed vs non-completed call)
Deep Dive
Inside the CallRail Call Funnel Sales Performance Dashboard Template
Why this Dashboard
Why use the CallRail Call Funnel Sales Performance Dashboard?
CallRail is great at tracking which ads and keywords drive phone calls — but its native reporting stops at the call itself. It can’t tell you what happens after the call: did the prospect convert? How much revenue did they generate over time? This dashboard bridges that gap. Connect your CallRail call tracking data to downstream revenue so you can see the true ROI of every call, from first ring to closed deal.
Who it's for
This dashboard is perfect for:
- Agencies and marketers using CallRail to attribute calls to paid media campaigns
- Sales teams that rely on inbound calls tracked through CallRail to close deals
- Marketing managers who need to prove call-driven revenue beyond CallRail’s native reports
- Any business using CallRail’s call tracking or form tracking as part of their sales funnel
What you can do
What can you do with this info?
Better data helps you optimize your sales calls funnel. If you have high bookings but low completion rates, you’ve got a show-up problem. If completions are high but conversions are low, your sales process needs work. If bookings are low but conversions are high, you’ve got a great funnel that needs more publicity.
How Often
How often should you use it?
We recommend you review this dashboard weekly to monitor call funnel health and identify trends. Sales managers and marketing teams should use it together to optimize both lead generation and conversion.
Integrations needed
What integrations do you need to use this dashboard?
The CallRail Call Funnel Sales Performance Dashboard requires a CallRail integration (to track calls and form submissions), your CRM (to track funnel stages), the SegMetrics tracking pixel, and optionally your payment processor if you collect payments outside your CRM. See our full list of integrations.
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Built on your CallRail data
This dashboard reads straight from the integration below. Connect it once and the template fills itself in.
How SegMetrics Works
You have questions. SegMetrics has answers.
When your data is fragmented across multiple tools, it’s hard to find answers to important questions about your marketing — like which ads bring in contacts with the highest LTV after 3, 6, and 12 months.
SegMetrics connects your data from all your marketing tools, including ad platforms, CRMs, email systems, payment processors and more. Find the hidden profits in your marketing.
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Founder, Copyhackers
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Senior Partner Manager, Ontraport
“It’s not enough for us to just track our ads right after the first click because someone may convert 6 months later. SegMetrics has made a huge difference in our ability to track what we are actually getting from our paid ads. We can even track the impact individual salespeople are having during the sales process.”
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Founder, Eben Pagan Training
“SegMetrics gives you X-Ray vision to reveal what your customers are doing, how your marketing funnel is working...”
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