Portal template
Team Leader Coaching Portal
Weekly coaching logs for team leaders: previous week, current week and month-to-date scores against target, last week's behavior and root cause — and an automatic summary of what to coach and why the score went up, down or stayed steady.
- Dashboard
- Coaching
- Performance
- Agents
- Reports
- AI Coaching Write-ups
Coached This Week
242
Improving
88
Declining
38
Follow-ups Due
210
Latest Coaching: Improving vs Declining
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.
Coaching — included
Weekly team-leader coaching: last week, this week and month-to-date scores against target, last week's behavior and root cause, and an automatic summary of what to coach and why.
Performance — included
Agent KPIs — CSAT, AHT and QA — with leaderboards and team comparisons.
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.
Who uses it
- Operations Manager
- Manages the portal and its users. Sees Agents, Coaching, Performance, Reports, AI Reports.
- Team Leader
- Sees Agents, Coaching, Performance, Reports, AI Reports.
Bring your spreadsheet
Already tracking this in Excel or Google Sheets? These are the columns the portal understands.
Agents
- Employee ID
- Name
- Team
- Status
Coaching
- Employee ID
- Coaching Date
- Team Leader
- Metric
- Target
- Previous Week
- Current Week
- MTD
- Last Week's Behavior
- Last Week's Root Cause
- Last Week's Action Plan
- Action Plan Followed?
- This Week's Action Plan
- Follow-up Date
- Status
Performance
- Employee ID
- Date / Period
- CSAT
- AHT (sec)
- QA