> ## Documentation Index
> Fetch the complete documentation index at: https://docs.closethecall.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Understanding Your Dashboard

> What every number, chart, and indicator means on your main dashboard. [Open your dashboard](https://app.closethecall.com/dashboard) to follow along.

## Your Dashboard at a Glance

When you log in to your [dashboard](https://app.closethecall.com/dashboard), you'll see six key numbers. Here's what each one means and what's "good."

```mermaid theme={null}
graph TD
    subgraph Dashboard["Dashboard — 6 Stat Cards"]
        direction LR
        A["Total Calls<br/>All calls this period"]
        B["New Leads<br/>Callers who gave info"]
        C["Bookings<br/>Appointments booked"]
        D["Avg Call Length<br/>Mean duration"]
        E["Total Minutes<br/>Plan usage"]
        F["Conversion Rate<br/>Leads / Calls"]
    end

    subgraph Below["Below the Stats"]
        G["Recent Calls Table"]
        H["Call Reasons Chart"]
        I["Call Volume Chart"]
        J["Upcoming Appointments"]
    end

    Dashboard --> Below
```

| Metric              | What It Means                             | Good Range                    |
| ------------------- | ----------------------------------------- | ----------------------------- |
| **Total Calls**     | Every call your AI handled this period    | Depends on your marketing     |
| **New Leads**       | People who gave their name + phone number | 15-30% of total calls         |
| **Bookings**        | Appointments booked by the AI             | 5-15% of total calls          |
| **Avg Call Length** | How long each conversation lasts          | 0:30 - 2:00 minutes           |
| **Total Minutes**   | Minutes used from your plan this month    | Check against your plan limit |
| **Conversion Rate** | Leads captured / Total calls              | 15-30% is good, 30%+ is great |

<Tip>
  If your **average call length is under 15 seconds**, callers might be hanging up on your greeting. Try making it shorter and friendlier.
</Tip>

## The Getting Started Checklist

New accounts see a progress bar with 4 steps:

1. **AI phone number provisioned** — done automatically
2. **Customise your greeting** — go to Receptionist Settings
3. **Knowledge base set up** — add at least 3 articles
4. **Make your first test call** — call your AI number

<Info>
  The checklist disappears once all 4 steps are complete. You can dismiss it early by clicking "Dismiss."
</Info>

## The AI Status Indicator

The green bar below the checklist shows:

* **AI Receptionist is Live** + your phone number — everything is working
* **AI Receptionist is Offline** — there's a problem with your setup

If offline, check that your VAPI assistant was created successfully during onboarding.

## Date Range Selector

Use the **7d / 14d / 30d / 90d** buttons to change the time period for all stats and charts. Default is 30 days.

## Recent Calls Table

Shows your most recent calls with:

* **Time** — when the call happened
* **Caller** — name (if captured) + phone number
* **Duration** — how long the call lasted
* **Type** — inbound or outbound
* **Reason** — what the caller wanted (AI-detected)
* **Lead Score** — temperature badge (HOT/WARM/COOL/COLD)
* **Action Required** — whether you need to follow up

## Frequently Asked Questions

<AccordionGroup>
  <Accordion title="What's a good conversion rate?">
    A conversion rate of **15-30%** is solid for most service businesses. Above 30% is excellent. If yours is below 10%, check your Knowledge Base — the AI might be missing key information about your services or pricing that would help convert callers into leads.
  </Accordion>

  <Accordion title="How often does data refresh?">
    Dashboard data refreshes **every time you load the page**. Stats are calculated live from your call data — there is no delay or caching. If you are on the page during a call, refresh after the call ends to see updated numbers.
  </Accordion>

  <Accordion title="Can I export dashboard data?">
    Currently, you can view detailed call and lead data in the **Calls** and **Leads** pages. CSV export is available on the Agency Analytics page. For individual call records, click into any call to see the full transcript and details.
  </Accordion>

  <Accordion title="What does the getting started checklist do?">
    The checklist guides you through the 4 essential setup steps: phone provisioning, greeting customisation, knowledge base setup, and your first test call. Completing all 4 steps ensures your AI receptionist is fully configured and ready for real customer calls. It auto-hides once complete, or you can dismiss it manually.
  </Accordion>
</AccordionGroup>