Call Reporting & Dashboards in Salesforce
Access ready-to-use Salesforce reports and dashboards for immediate visibility into call metrics and agent performance.
Prebuilt Reports and Dashboards
Unaric Voice comes with a suite of default reports and dashboards, pre-packaged in Salesforce folders. These include dashboards by user, by timeline, and by dialer campaign and more - giving admins and managers an immediate view of calling performance across individuals, teams, and time periods.
Role-Based Access Control
By default, only Salesforce administrators have access to the prebuilt reports and dashboards. To extend access, simply assign the relevant permissions to users or profiles. This allows sales managers, team leads, and QA analysts to securely view the data they need - without exposing unrelated reports or sensitive metrics.
Calls Logged as Tasks
Every phone call made or received through Unaric Voice for Microsoft Teams is automatically logged as a Salesforce Task.
These entries include rich call metadata such as call type, duration, result, and timestamps - providing a complete audit trail for each interaction.
This structure ensures call data is fully integrated into your CRM and ready for use in reports, automation, and team performance analysis.
Customizable Metrics
Reports can be tailored using a wide range of available fields, including Call Type, Call Result, Start/End Time, Call Duration, Ring Time, Hold Time, and caller IDs.
Want to see unanswered calls, short-duration dials, or busiest hours? Just use the Tasks and Events report type with a filter on Task Subtype = Call. Reporting is flexible, powerful, and fully integrated with your existing CRM workflows.
See Unaric Voice for Microsoft Teams in action
Input your details and one of our product experts will be in touch to arrange a demo. Your demo will include:
An overview of the core features and overall benefits.
A deeper dive into the challenges you’re facing now, and how Unaric Voice for Microsoft Teams can help.
A follow up email with helpful details and documentation to help you make an informed decision.
