Looking for how your AI and human agents are performing on individual conversations? That lives in Reviewing Agent Performance — the Dashboard, the Voice AI Scorecard, and the Conversations page.
The dashboards
Sales and Appointments
What your CRM booked and sold, and how much of it Hatch drove.
Messaging and Campaigns
Message volume, response rates, and opt-outs.
Users and Trends
Response times, monthly trends, and the funnel.
- Sales — the count and value of sales in your CRM, split into totals and the portion attributed to Hatch. Break down by campaign, workspace, and data source.
- Appointments — the same view for booked appointments.
- Messaging — inbound and outbound volume across SMS, email, calls, and voicemails.
- Campaigns — contacts launched, contacts responded, and response rate per campaign.
- Opt-Outs — opt-out counts and rates, and how close you are to carrier limits.
- Users — how quickly your team makes a first response, by user, campaign, and workspace.
- Month-over-Month — trends and monthly comparisons across all the core metrics.
- Funnel — aggregate contact journey data, from first contact to final sale.
Before you start
Sales and appointment figures are read from your CRM, so Hatch needs to know which fields to look at. If those dashboards are blank, that’s almost always why — see Attribution Settings.Related Articles
- Sales and Appointments Reports: attribution criteria and CRM setup.
- Messaging and Campaign Reports: message volume, response rate, and opt-out formulas.
- User and Trend Reports: first response time, month-over-month, and funnel.
- Legacy Reporting FAQ: permissions, blank reports, and common questions.
- Reviewing Agent Performance: AI and human agent performance.