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Admin Dashboard

Updated October 30, 20263 min read
The Hooked CRM Admin Dashboard. A ping is occurring alerting the manager that someone is trying to contact them.

Overview

The Hooked Dashboard is your way to receive an overhead view of your business. As an admin, here’s how to navigate the Dashboard:

Understanding the General Statistics

When you initially log into Hooked CRM, you’ll get a visual of different statistics attributed to your account. Here’s what each stat tracks:

  • Total Calls: the number of phone calls received in a period

  • Closed Leads: number of leads that ended in a successful call

  • Open Leads: number of leads you’re still working on

  • Missed Opportunity Leads: leads that were not contacted in time for a sale

  • Denied Leads: number of leads who weren’t interested

  • Total Earnings: the amount of money earned in a period

We are working on functionality that allows admins to choose what's tracked on the dashboard.

Toggling Your Metrics

By default, you’ll be given metrics for the current day. However, you will have the option to change the time period of the statistics tracked.

These options are above the general statistics, and you simply click the preferred time period to change the display.

Currently, you can change the time period to be Weekly, Monthly, and Yearly.

We are working on creating custom fields, so you can choose the timeline in which the date is displayed.

Calendar

Your Calendar is located on the right side of the Hooked Dashboard. On this calendar, you can...

  • Create new events

  • Keep track of current events

  • Review previous events

Check our Calendar Help & Support page to learn more about the various features within your calendar.

Alternatively, you can use Tacklebox AI to automatically add, delete, and adjust events to your calendar.

As an admin, your sidebar, located on the left of the Hooked window, will have these options:

  • Add Agent: Manually adds a new agent to your system

  • Dashboard: Takes you back to the Dashboard

  • Leads: Displays a list of all the leads within your agency

  • Campaigns: Shows a list of campaigns you’ve created

  • All Agents: Displays all the agents within your agency

  • Agent Queue: Shows you the number of agents waiting for a call

  • Report: Brings you to the general reports for your company

  • Calls: Shows the call log of your company

  • DID List: Takes you to a visualization of the DID list for your agency

  • Dispositions: Where you can adjust the Dispositions for your company

  • Settings: Brings you to your Agency Knowledge Base and your business’s DNC/Blacklist

  • Status: Symbolized by your profile picture, you can adjust your profile settings here.

Using the Dialpad

You can open the Dialpad from any page. The Dialpad button is at the top of the page, next to the Logout button.

To discover more about the call functionality, head to the Making Calls help & support page.

Tacklebox AI

You can open our AI assistant, Tacklebox AI, from any page. To activate Tacklebox AI, click on the button at the top of the page labeled Tacklebox AI.

To discover more about our AI assistant, head to the Tacklebox AI help & support page.

Logging Out

You can log out from any page by clicking the Log Out button at the top right of your screen. By logging out, you automatically remove yourself from the agent queue and are sent to the login screen.