How to integrate your CallRail Data
To connect your CallRail account, simply send us your API key. In CallRail, go to Settings > Integrations > API, copy your API key, and send it our way. We’ll take care of the rest from there.
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Data View
In this guide, Rick walks you through the Dataview section in OktoRocket, showcasing features like data filters and month selection to help you analyze shop data effectively. <br>
Shop Data View
In this guide, Rick walks you through the Dataview section in OktoRocket, showcasing features like data filters and month selection to help you analyze shop data effectively. <br>
How is CallRail calculated in OktoRocket?
OktoRocket calculates conversion by using unique customers and CallRail call accounts. Total Conversion is determined by dividing all unique customers by the total number of calls. New Conversion Ratio is calculated by dividing new customers by new ...
Data View FAQ
Is there a way to see which ROs are the rollover? In the Data View, you can turn the Posted Only toggle to Off and then sort by Date Sold. Any rollover will have a different Sold Month from the Posted Month. Is there a screen that shows us GP$/HR by ...
P&L data
Rick goes over the P&L section of the dashboard and how it is essential for maintaining financial health and achieving your business goals. <br>