Overview: Query Builder for CallRail
With the Query Builder for CallRail, you can create Custom CallRail Metrics using a combination of Metrics, Dimensions, and Filters. Some popular use cases for the Query Builder for CallRail include tracking individual Client/ Company performance and filtering by specific parameters.
How to access the Query Builder for CallRail
Navigate to Data Manager > Query Builder to access the Query Builder for CallRail. Click the green + Create Custom Metric button and select your connected CallRail Account from the Data Source drop-down list.
Query Builder is available in Plus and Business Accounts. Agency Basic Accounts have access to Query Builder in the Agency Account only. Request a trial of Query Builder by following
How to use the Query Builder for CallRail
Pro Tip: Add the word "by" in between the Metric and Dimension in order to determine an appropriate Custom Metric Name. From the Metric and Dimension examples outlined above, we could create the Custom Metrics "First Time Callers by Company," "Leads by Source," or "Total Calls by Campaign."
Date Range: Select up to 8 Date Ranges that will be available for the Custom Metric. The Date Ranges selected are the only periods of time that data is synced for this Custom Metric.
How to create a Custom CallRail Metric [Example]
In this example, we'll create a Custom Metric to report on Total Calls split up based on Company.
How to add a Custom CallRail Metric to a Databoard
Learn how to add a Custom Metric to a Databoard here.
- Custom Metrics: In order to instruct the system to store daily Metric values, "Today" must be selected as a Date Range option for Custom Metrics. "Today" does not need to be used on the Datablock itself, it just must be selected during the setup of the Custom Metric to ensure a line/ bar can be plotted. Daily data will be available from the day "Today" was added to the Custom Metric and on.