Portal template
BPO Agent Performance Portal
Track CSAT, AHT, QA and attendance for every agent and team, with leaderboards for managers and a personal scorecard for agents.
- Dashboard
- Scorecards
- Agents
- Attendance
- Reports
- AI Reports
- Advanced Analytics
Agents
114
CSAT
98.7%
AHT
317s
QA
96.0%
Top Agents This Week
Want to click around? Open the live demo — approve requests, add records and try it with your own spreadsheet.
What's included
Agents — included
Team members, teams, roles and status. The base most other modules build on.
Performance — included
Agent KPIs — CSAT, AHT and QA — with leaderboards and team comparisons.
Attendance — included
Shifts, presence, tardiness and absences per agent and team.
Reports — included
Standard reports and exports built from the portal's own data.
- Business plan
AI Reports — locked
AI-written monthly summaries of KPIs, trends and observations. Only reads data the user may access.
- Business plan
Advanced Analytics — locked
Trends, comparisons and drill-downs across every module.
Who uses it
- Administrator
- Manages the portal and its users. Sees Agents, Performance, Attendance, Reports, AI Reports, Advanced Analytics.
- Team Manager
- Sees Agents, Performance, Attendance, Reports, AI Reports, Advanced Analytics.
- Agent
- Sees Performance, Attendance.
Bring your spreadsheet
Already tracking this in Excel or Google Sheets? These are the columns the portal understands.
Agents
- Employee ID
- Name
- Team
- Status
Performance
- Employee ID
- Date / Period
- CSAT
- AHT (sec)
- QA
Attendance
- Employee ID
- Date
- Status
- Minutes Late