Overview: Query Builder for CallRail (Calls)
With the Query Builder for CallRail (Calls), you can create Custom CallRail Metrics using a combination of Metrics, Dimensions, and Filters.
Some popular use cases for the Query Builder for CallRail (Calls) include tracking individual Client/ Company performance and filtering by specific parameters.
How to access the Query Builder for CallRail (Calls)
Navigate to Metrics > Query Builder. Click the green + Create Custom Metric button and select your connected CallRail Account from the Data Source drop-down list. Select the Call radio button to access the Query Builder for CallRail (Calls).
Query Builder is available on the Professional and Performer plans. Request a trial of Query Builder by following
How to use the Query Builder for CallRail (Calls)
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."
Invert Metric (Optional): This checkbox should be selected if a lower Metric value indicates positive growth / performance (i.e., Unsubscribers, Cost per Conversion, etc.) Inverting the Custom Metric in Databox will make it so an increase in the Metric value will show a red percentage change color on a Databolock, while a decrease in the Metric value will show a green percentage change color on a Datablock.
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.