A quick orientation to the dashboards, scorecards, and call review tools available to sales reps on the Invoca for Contact Center package.
This feature is available on the Invoca for Contact Center package. Contact your account manager to learn more or upgrade.
If you’re a sales rep, this guide will help you get oriented with the data and insights you can find in Invoca to get the most out of your phone calls.
What to expect:
- Gain quick, actionable insights from your sales phone calls with at-a-glance dashboards and in-depth reports.
- View scorecards to understand how your sales calls are evaluated.
- Review your most valuable conversations in detail, uncovering key moments and opportunities for improvement.
Step 1: Say hello to your dashboard
The first thing you’ll see when you log in to your Invoca account is your dashboard — a central hub for at-a-glance insights into your business.
Your dashboard is usually set up and shared by your sales manager, and is made up of tiles — small reports that show at-a-glance insights into your performance. A few kinds of information your dashboard tiles can track:
- Call counts: Either the total number of calls fielded, or the number that fulfill a valuable condition you choose to track, known in Invoca as Signals.
- Conversion rates: How many of your leads result in closed deals? How successful is your team at closing high-quality calls?
- Comparing different factors: You might find two similar tiles, set to different date ranges, so you can compare periods against each other.
For more in-depth data and filtering than fits on a dashboard tile, the Calls Report and Call Review views can help you become a reporting expert.
Step 2: Review your scorecards to see how your calls are evaluated
Your manager builds scorecards in Invoca — criteria based on data from your phone calls, including words, topics, and phrases covered by you or your caller — as a benchmark to determine which calls are successful and which are less so. Click Score in the sidebar menu to see exactly what your manager is evaluating, and prepare accordingly.
Step 3: Start reviewing your calls
One of the main activities you can do in Invoca is pick out the most relevant phone calls in your account and quickly review them, including:
- Creating a list of useful calls.
- Quickly reviewing calls by listening to recordings and reading transcripts.
- Adding comments to your calls, in which you can tag your team members for better collaboration.
Last modified on September 28, 2026
