Scorecards you can run this week.
Every template renders as a full table on its page and downloads as a CSV the workspace can import. Pick the one closest to the calls the team reviews, change the points, and score the first batch before the week is out.
Downloadable templates.
Each one is a complete rubric with criteria and points, ready to edit before the first call is scored.
- CSV
Call Center QA Scorecard Template: Free CSV
A free call center QA scorecard template with 17 weighted criteria, five auto fail items, and a 100 point total. Copy the table or download the CSV.
Open the template - CSV
Medicare Sales Call Scorecard: TPMO Template
A 100 point Medicare sales call scorecard with the TPMO disclaimer, Scope of Appointment, and benefit accuracy scored as critical fails. Free ungated CSV.
Open the template - CSV
Answering Service Scorecard: Free Template
A scorecard built for telephone answering services: client greeting, caller capture, urgency triage, and message accuracy, scored to 100 points.
Open the template - CSV
Scope of Appointment Checklist: 2026 Rules
A working checklist for a valid Scope of Appointment: what to confirm before the appointment, what the call has to stay inside, and what your file has to hold.
Open the template - CSV
Call Center Scorecard Template Excel: Formulas
A call center scorecard template for Excel and Google Sheets, with the weighted score formula, the auto fail override, and the tab layout on the page.
Open the template - CSV
Call Monitoring Form Template: Free CSV
A call monitoring form template with 21 observation points and no scoring, plus the acknowledgment line and dispute window most published forms leave out.
Open the template - CSV
Leasing Call Scorecard: Free 100 Point Template
A 100 point scorecard for inbound leasing calls: community greeting, contact capture, qualifying questions, pricing accuracy, fair housing, and the tour ask.
Open the template - CSV
Legal Intake Scorecard: 100 Point Template
A 100 point scorecard for law firm intake calls: answer time, empathy, incident facts, the conflict check, and a consultation booked with a named attorney.
Open the template - CSV
Call Scoring Rubric: How to Set the Weights
How to design a call scoring rubric: pick the scale before the criteria, weight each line by what its failure costs, and version every change.
Open the template - CSV
CSR Scorecard for Home Services: Free Template
A 100 point scorecard for the CSR who answers the phone at an HVAC, plumbing, or electrical company, from the greeting to the booked arrival window.
Open the template - CSV
Personal Injury Intake Form: Free Template
A personal injury intake form in the order the call goes: incident facts, injuries, liability, insurance, conflict check, and the fields that gate the rest.
Open the template - CSV
Call Center Audit Checklist: Two Templates
Two pass or fail audit checklists: one for a sample of calls, one for the QA program itself, each line carrying the evidence an auditor asks to see.
Open the template - CSV
Call Center Agent Scorecard Template: Free CSV
A per agent rollup with coverage, trend, critical fails, and score by rubric section, plus the sample size a monthly review actually needs to hold up.
Open the template - CSV
Customer Service Scorecard Template: Excel
A 100 point customer service scorecard covering understanding, accuracy, documentation, and follow through, across voice and written channels.
Open the template - CSV
Call Center Compliance Checklist: 34 Items
A call center compliance checklist sorted by what turns each rule on, with the primary source to read on every line and no state list without a check date.
Open the template
Industry scorecards.
Every industry page carries a scorecard written for its most common call. The criteria count and the point total are listed here so a team can pick the closest fit.
- Answering servicesMessage taking scorecard6 criteria100 points
- Medicare FMOsA downline Medicare call scorecard7 criteria100 points
- Personal injury intakeAn intake call scorecard7 criteria100 points
- Medicare agenciesA Medicare sales call scorecard7 criteria100 points
- Property managementA leasing call scorecard6 criteria100 points
- Home health and hospiceAn after hours nurse line scorecard7 criteria100 points
- 911 and emergency communicationsAn emergency call review scorecard7 criteria100 points
- Addiction treatment admissionsAn admissions call scorecard8 criteria100 points
- Automotive BDCA BDC call scorecard7 criteria100 points
- BPO call centersA client program scorecard7 criteria100 points
- Branded in-house call centersA brand standard call scorecard7 criteria100 points
- Collections agenciesA collection call scorecard7 criteria100 points
- Dental and medical front deskA front desk call scorecard7 criteria100 points
- Funeral homesA first call scorecard8 criteria100 points
- HOAs and community associationsA community association call scorecard7 criteria100 points
- Home servicesA booking call scorecard8 criteria100 points
- Insurance agenciesAn agency call scorecard8 criteria100 points
- Insurance claimsA first notice of loss scorecard7 criteria100 points
- IT help desks and technical supportA help desk call scorecard7 criteria100 points
- Law firm intakeAn intake call scorecard7 criteria100 points
- Lead generation and appointment settingAn outbound campaign scorecard7 criteria100 points
- Medical aestheticsAn inquiry call scorecard8 criteria100 points
- Mortgage and loan officersA borrower call scorecard7 criteria100 points
- Moving companiesA quote call scorecard7 criteria100 points
- Municipalities and local governmentA resident services call scorecard7 criteria100 points
- Real estate ISAsAn ISA lead call scorecard7 criteria100 points
- Solar and home improvementAn appointment setting scorecard8 criteria100 points
- Transportation and dispatchA dispatch call scorecard7 criteria100 points
- UtilitiesA utility service call scorecard7 criteria100 points
- Veterinary clinicsA veterinary clinic call scorecard7 criteria100 points
- Waste and recyclingA hauler service call scorecard7 criteria100 points
Bring a template to a call review.
A demo runs on a team’s own recordings, scored against the template the team picked here.
Score the first batch against a rubric the team already trusts.
Bring a few recordings and a downloaded template, and see the transcript, the score, and the evidence together in one place.