Portal template
QA & Training Tracker
QA scores per agent next to the training they've been assigned — onboarding, product updates, compliance — with due dates, scores and completion.
- Dashboard
- QA Scores
- Training
- Agents
- Reports
- AI Reports
Average QA
96.0%
Training Completion
92.5%
Overdue Training
172
Agents
114
QA by Team
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.
QA Scores — included
Agent KPIs — CSAT, AHT and QA — with leaderboards and team comparisons.
Training — included
Courses assigned to each agent — onboarding, product, compliance — with due dates, scores and completion.
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
- QA / Training Lead
- Manages the portal and its users. Sees Agents, QA Scores, Training, Reports, AI Reports.
- Team Lead
- Sees Agents, QA Scores, Training, Reports, AI Reports.
- Agent
- Sees Training.
Bring your spreadsheet
Already tracking this in Excel or Google Sheets? These are the columns the portal understands.
Agents
- Employee ID
- Name
- Team
- Status
QA Scores
- Employee ID
- Date / Period
- CSAT
- AHT (sec)
- QA
Training
- Employee ID
- Course
- Type
- Due Date
- Score
- Status