Your Invoca dashboard is a customizable hub of reporting tiles — here’s how to switch views, filter data, add tiles, and get the most out of the pre-built options.Applies to: accounts still on the classic, tile-based dashboard. If your account uses the newer Insights & Analytics dashboards instead, see Edit the Layout of a Dashboard, Dashboard Filters, and Copy a Dashboard for the current equivalents. When you log in to Invoca, your dashboard is the first thing you see: a series of visual reporting sections called tiles, each showing a different slice of your call data.
Switching between dashboards
If you need more than one view, you can save and switch between multiple dashboards — useful for managers who want a customized view for their team. Hover over Dashboards in the sidebar to select a recently accessed dashboard, or click Manage Dashboards to see every dashboard in your account, including ones shared by teammates.Filtering and exporting
Most tiles share one common date range and filter set, shown under the “Dashboard” header. Click the dropdown to change the date range, Signal, or Marketing Data filters applied. Anyone can interact with these global filters, but only the dashboard owner can save changes. If you land on a combination you want to keep, use the three-dot menu to Save a Copy as a new dashboard. To share your dashboard, click Export in the top right to generate a PDF delivered to your email.Adding a new tile
Click Add tile, then Builder, to open the tile builder. You’ll choose:
Click Save when finished.
Managing existing tiles
Click the three-dot menu on any tile to Configure, view its underlying report, or Delete it. Drag tiles to rearrange your dashboard, or resize by dragging a tile’s bottom-right corner. To reset everything, use Actions > Restore default tiles.Pre-built tiles
Several ready-made tiles are available alongside the tile builder (global filters don’t apply to these):- Vital Stats (call volume, commissions paid, conversion rate)
- Call Map
- Requests & Approvals
- Calls by Category
- Live Call Stats
- Top Advertisers/Publishers/Campaigns/Call Sources
- Current and Historical Phone Number Usage
- End of Call Reason Stats
- RingPool Allocations (Network/Advertiser level only, where RingPool auto-scaling is enabled)
Where to go next
- Dashboard Navigation FAQ
- Download a Dashboard as a PDF
- Edit the Layout of a Dashboard — the current Insights & Analytics equivalent
- Copy a Dashboard — the current Insights & Analytics equivalent