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Team Performance Report

The Team Performance report provides an analysis of team performance by presenting agents chat, call, and status data on a team basis.

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Written by Sinan Kara

Purpose and Features

The Team Performance Report provides both chat and call metrics of agents at a team level. This allows operations managers to evaluate overall team performance and agents’ time management in a holistic way. Since agent status data is also included in the report, workforce distribution within teams can be monitored in detail.

Key features:

  • Reports chat and call metrics at the team level.

  • Includes agent status durations.

  • Enables team-based comparisons.

  • Provides operations managers with the ability to analyze agent performance from a team perspective.

Benefits

The Team Performance Report makes it easier to track efficiency and team-level performance in call center management:

  • Team-Based Performance: Chat and call metrics are displayed in one report, highlighting strengths and weaknesses of each team.

  • Time Management: Status durations help analyze workload distribution across teams.

  • Comparative Analysis: Performance comparisons can be made across different teams.

  • Operational Transparency: Daily and periodic team performance can be monitored consistently.

Setup and Usage

Steps to generate the report:

  1. Navigate to: Reporting > General > Agent > Team Performance Report.
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  2. Select the desired filters:

    • Team

    • Start - End Date

    • Start - End Time

    • Time Unit

    • Cumulative (can be applied from the section shown in the interface)

  3. You can apply the cumulative filter from the section shown in the image.
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  4. Click Apply to generate the report.
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  5. Clear your filter selections anytime by clicking the Clear icon.
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  6. Export the generated report using the Download option.
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