Single File Upload · 4 Perspectives · Grand Total /100
● Auto-save on
📊 Evaluation Level
Select level
Evaluating individual advisor KPI performance.
📅 Period
New period
Select period before uploading
① Monthly Data File — All-in-One
One file · 30 columns · One row per employee
Fill the template then upload below
⬆
Click or drag & drop Monthly Data File
.xlsx / .xls — one row per employee, all 30 columns
Col 1–4: Emp ID | Ext ID | Full Name | Working Days Col 5–9: Assigned | W | TR | Acting | Other Work Col 10–14: Logged In | Talk Time | Not Ready | Ans | Avg Talk Col 15–22: CSAT | Call Quality | TT Reg | Qualified | Unqualified | Education | Quiz | Timely Completion Col 23–30: Coach ID | Coach Name | Supervisor ID | Supervisor Name | Manager ID | Manager Name | Director ID | Director Name
🎯 Coach-Only KPI File
Upload · 12 columns · One row per coach
One row per coach — coach-specific KPIs only
⬆
Click or drag & drop Coach KPI File
.xlsx / .xls — one row per coach
Coach ID | Avg CQM Accuracy (QA Input) | Mystery Call Accuracy |
Audio Evaluation | Quiz Result (Own) |
Work on Standardization | PDP Implementation Auto from team averages: Call Quality · Unqualified Records · Briefing/Wrap time · Quiz Team
🟢 Financial KPIs — Manual Entry
Max: 21 pts · Editable per month
■ Orange = Target | ■ Blue = Achievement |
6M = uses 6-month achievement (enter once at end)
KPI
Type
Weight
Target
Relation
Achievement
Score
Financial Total: 0.00
🟠 Customer — Total Revenue
W:6 · 6-Month Achievement
KPI
Type
Weight
Target
Relation
Achievement
Score
🔵 Global KPIs — Advisor & Coach (Enter Once)
Applied to both Advisor and Coach · Max: 18 pts (Advisor) / 20 pts (Coach)
Enter once — automatically applied to both Advisor and Coach scores.
KPI
W (Advisor)
W (Coach)
Target
Relation
Achievement
Score
Advisor Total: 0.00 / 16 | Coach Total: 0.00 / 18
🟣 Learning & Growth KPIs — Manual Entry
Max: 12 pts · 6-Month Achievement
KPI
Type
Weight
Target
Relation
Achievement
Score
L&G Total: 0.00 / 12
👥 Supervisor-Only KPIs — Manual Entry
Customer Complaint Analysis (Financial)
KPI
Perspective
Weight
Target
Relation
Achievement
Score
⏱ Briefing/IFB/Wrap-up Time — Per Coach
Upload · W:2 · Target: 40 min · Indirect
One row per coach — average briefing/IFB/wrap-up time
⬆
Click or drag & drop Briefing Time File
.xlsx / .xls — one row per coach
Coach ID | Avg Briefing/IFB/Wrap-up Time (minutes)
⚡ Actions
—
📁 Data
💾 Save
📊 Export
⚠ Reset
Debug
Performance by Perspective
— click agent row —
🟠 Customer
—
/ 9 pts monthly
🟢 Financial
—
/ 21 pts (6M)
🔵 Internal Process
—
/ 52 pts
🟣 L&G
—
/ 12 pts (6M)
⭐ Grand Total
—
/ 100 pts
KPI Results
0 agents
Agent
Occ %
Occ Score
Avg Ans
Ans Score
Talk(s)
Talk Score
Worktime
Not Ready
Attend %
🟠 Cust
🔵 Internal
⭐ Monthly
Upload monthly data file and click ▶ Compute KPIs
📈 6-Month Performance Trend
0 periods saved
Click 📌 Save Month after computing to add to trend. Click ↩ Load to restore a month's data.
No months saved yet
🔵 Global KPIs — Advisor & Coach
Entered once · Applied to both levels automatically
Instructions:
1. Set Target at the beginning of the 6-month period
2. Enter Achievement once at the end of 6 months
3. Click 💾 Save 6M KPIs — system applies to all months automatically