Platform / Dashboards and reporting

Build any KPI without PowerBI or Tableau

Palera's custom dashboards let you build any KPI yourself, in a couple of minutes, with no BI tool and no data analyst. Every client you run measures success a little differently, and the one number a client cares about is never the one a standard report gives you.

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Build any KPI without PowerBI or Tableau

Four KPIs and two charts in a couple of minutes, from system metrics, categories, outcomes and dispositions.

Four building blocks

Everything on a board is made from the same four things

Every Palera dashboard widget is built from four building blocks: system metrics, categories, outcomes and dispositions.

System metrics

The counts the platform already keeps: dials, connects, conversations started, answered, wrap time.

Categories

Groups of dispositions you define, such as everything that counts as a contact, across any set of channels.

Outcomes

Every disposition that means the same result, such as a lead generated, rolled into one number.

Dispositions

A single disposition on its own, for the client who lives and dies by appointments set.

Mix them across any campaign and any channel. Divide, multiply, compare, or break a total down by category.

Write the math yourself

A custom answer rate, built in seconds

In Palera, a custom answer rate is a KPI tile you write yourself: answered calls divided by voice conversations started, shown as a percentage. Pick the campaigns to roll up, choose the channel, then write the expression. There is no report to request and nothing to export.

Switch a Palera dashboard tile to a graph and the options multiply: a bar chart broken down by day, then a second series to compare against the first. Voicemails left against live conversations tells you which days you were reaching people and which days you were filling up voicemail boxes.

Dashboards: per-client boards built from your own metrics, with a rollup across every client you run.
Dashboards: per-client boards built from your own metrics, with a rollup across every client you run.

Every number on a Palera dashboard is live, and clicking a number shows the proof behind it, lead by lead.

For a BPO specifically

A board per client, and a rollup across all of them

A BPO can build one Palera dashboard per end client, each scoped to that client's campaigns and channels, and roll the widgets that matter into an all-client view for its own operations. There is no limit on the number of dashboards.

Client-safe

Each board sees only the campaigns and channels it is scoped to.

No analyst required

An operations manager builds and changes a board without filing a ticket.

Nothing exported

No spreadsheet leaves the platform, so the number in the meeting is the live number.

Tell us the one number a client asks for

We will build it on the call.

Security and compliance

Audited, compliant and recognized.