Mastering Call Box's Top 4 Reports
Confidently Analyze Trends and Take Action on Your Organization's Data

Whether you're a new or seasoned Call Box user, it's important to regularly review Call Box's reports to assess your organization's current performance. Looking at Call Box's data on a regular basis is a great start, but the true value of Call Box comes when you can confidently spot trends, analyze outcomes, and make actionable plans for improvement. When leveraged properly, Call Box's transparent insight provides your organization with the tools it needs to achieve ongoing feedback and growth.

In our client-exclusive webinar series, Call Box's Director of Consulting, Katie Lorenc, will offer her specific recommendations for leveraging the four most critical reports in Call Box. She'll address the who, what, when, where, why, and how of each report so you feel comfortable analyzing the data and decisively taking action as needed.

In four 30-minute sessions, Katie will cover the following fundamental reports in Call Box:

Practice Performance Report

Agent Performance

Tracking Line Summary

Enterprise Reports
(Group Summary & Marketing Trends)

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Katie came to Call Box with more than 5 years of experience in Staff Training and Development. She has spent the last 3 years expanding the Call Box Healthcare team and providing individual client consultation on best practices for Call Box utilization. Katie's goal is to ensure that every Call Box Healthcare client knows what data is available to them so they can reach their unique office goals.