✨
AT A GLANCE
📞
—
TOTAL CALLS
in range
⏱️
—
AVG DURATION
per call
✉️
—
EMAIL TEMPLATES
total copied
📋
—
CRM NOTES
generated
🏠
—
LIHEAP APPS
std + past due
⚡
—
DISCONNECTIONS
urgent protocols
🌿
—
WX SCREENED
weatherization
💡
—
ESA SCREENED
energy savings
📈
CALL VOLUME
Calls Over Time
Daily breakdown
📊 Call Outcomes
Distribution
⏱️ Call Duration Trend
Daily average (mm:ss)
🏛️
PROGRAM ACTIVITY
🏠 LIHEAP Actions
By action type
🔍 Screening & Referrals
WX · ESA · Cal AIM · Community
🛠️
TOOL & CRM USAGE
Agent Tool Utilization
How agents are using Navigator features
🗺️
GEOGRAPHIC & DEMOGRAPHIC
📍 Calls by ZIP Code
Bubble size = call volume · table shows top need
Animated dots — 🔴 disconnection · 🟠 past due · 🟡 standard LIHEAP · 🟢 general
Disconnection
Past Due / Notice
Standard LIHEAP
General / Other
| # | ZIP | Calls | Top Need |
|---|
⚡ Utility Providers
Call distribution
🌍 Language
Primary call language
🏘️ Dwelling Type
Caller housing