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CallSniper / Reporting

See the pattern across your calls.

CallSniper turns every scored call into a report an operator can hand to the practice manager. The panel below reads twelve weeks for one agent against the team average, then says in two sentences what the line does and which step that agent misses most often. Pick another agent and both change, because the gap that matters is different for every person.

Agent trendTwelve weeks, one agent at a timeFerncrest Plumbing and Drain

Pick an agent

This agentTeam average

Dana’s scores slipped for three weeks running, from 82% to 71%.

Her most common miss: not reading callback numbers back.

Sample data. Trends come from every scored call, not a sample of them.

All three reports read from the same scores.

One scorecard produces the overview the owner scans, the scoreboard the supervisor works from, and the dashboard each client opens. The definitions match across all three, so a number on the client page traces back to the same calls. Figures here are samples.

Overview

Calls scored1,248
Average score72.4%

The owner's first screen: how many calls came in, how they scored, and which account moved.

Agent scoreboard

  1. 1Priya Raghavan84
  2. 2Yolanda Sparks70
  3. 3Colin Dreyer64
  4. 4Dana Whitlock65

Every agent ranked on the same scorecard, with the lowest score one click from its call.

Client dashboard

Ferncrest Plumbing and DrainLast 12 weeks
68.1%average score
Critical flags9

One account view with its calls, score, and the operator's logo at the top of the page.

The report your clients actually read.

Each line on the page answers a question the client already has, and each line comes from the scorecard the team reviews calls against.

What the client seesWhere it comes from
Weekly scoreThe average score across their calls that week
Critical flagsChecks marked critical on their scorecard
Example callsThe flagged and the strong calls with timestamps
TrendThe same definitions applied week over week
GapsThe checks this agent misses most often

Organization branding can place the operator's logo and name on supported reports. The pilot confirms the report formats and branding available for the intended workflow.

Bring last month's report.

The pilot starts with the report the team already sends. CallSniper rebuilds it from scored calls in the first session, and the client sees the same numbers with the calls behind them.

Three things to have on the call.

  • The report the team sends clients today, in whatever format it leaves the office.
  • The metric the client asks about first when the report lands.
  • The agent the supervisor worries about, and the calls that started the worry.

The report, the metric, and the agent shape the first view together on the call, then a month of the team's own recordings runs through it.

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Two questions on reporting.

The questions an answering service owner asks before a client sees the first page.

Can each team use a different dashboard?

Reporting can be organized by agent and client account. Confirm the available permissions and intended audience for each view during the pilot.

Which exports exist?

CSV and PDF for supported reports, confirmed per report during the pilot. The client dashboard and the agent scoreboard are the first two set up, with the operator's branding on the PDF.

Send a report the client can act on.

Bring a month of recordings and the report that went with them, and see the same numbers come back with every call attached.

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