KPI's and Metrics for Call Center Agents, Team Leaders, Managers and Senior Management

1. Spectrum eNewsletter
KPI's and Metrics Part I
May 2009
KPI's and Metrics for Agents, Team Leaders, Managers and Senior Management
This newsletter will be a two part letter; the second part will be published in our June edition. If you are
interested in receiving the entire letter now please contact Spectrum directly and request a full copy of the KPI’s
and Metrics for agents, team leaders, managers and senior management.
To be effective (improve quality) and efficient (reduce costs) the KPI's and Metrics that each of the call center
stakeholders sees and reacts to should not be the same. This may seem like a very simplistic statement yet it is
surprising how often call centers display the same content to agents as well as managers and even senior
management. This month's newsletter explores what KPI's and Metrics each of the stakeholders should be
seeing within the call center.
Within each call center there are a minimum of four stakeholders: Agents, Team Leaders, Managers and Senior
Management. Each of these stakeholders has a need for distinct information and different levels of detailed
information. Agents require more information and statistics about how they are doing while a manager and
senior management need to see information that covers the entire call center and business. See Figure 1.

2. Furthermore agents need to see more real time information, with some notable exceptions such as calls for the
day, service level for the day, and other similar types of ACD statistics. If the call center is a sales call center
revenue statistics for the day would be required. A manager or senior management needs to review information
that is more historical. Certainly real time information is valuable; however, just looking at a singular point in
time can be misleading to management. See figure 2.
The information that each stakeholder should see and be aware of will change based on the business or industry
of the call center or help desk. A sales call center would need to revenue, cross selling, up selling and other
revenue or CRM related KPI's and Metrics. A Help Desk call center, internal or external, is interested in the
number of tickets opened, closed, serviced, service level on the tickets and other similar types of KPI's and
Metrics. Spectrum can help the call center manager determine which KPI's and Metrics might be the most
important for their contact center.
Agents should be seeing specific detailed KPI's on the group(s) they are logged into and how they are doing.
The statistics should include:
• FCR rate for the agent*

3. • Customer Satisfaction rating for the agent*
• Calls Taken for the Day
• Average Handle Time
• Service Level
• Adherence
• Calls in Queue
*if available
Agent information should be real time and not historical except when the data is accumulated for the day.
Team Leaders should receive group level KPI's for the group(s) they are responsible for coaching and helping.
They will also require drill down and drill across capability to see more details on each agent that is over
performing or underperforming. Ideally the group leader would also see the goals vs. actual and the trends for
the groups they are responsible for coaching. The statistics should include:
• Group FCR Ratings*
• Group Customer Satisfaction Ratings*
• Group Calls for the Day
• Group Average Speed Answer (ASA)
• Group Average Handle Time (AHT)
• Group Service Level
• Group Adherence
• Group Abandonment Ratings
• Group Agents Available and Staffed
• Group CIQ
*if available
Team Leaders should be viewing real time information throughout the week and then on a weekly basis
reviewing the historical data for the groups and agents to determine how they are doing against company goals.
During the day the team leaders should be reviewing the accumulated values on the KPI's and not just the real
time values.
Call Center Managers are responsible for the entire call center and multiple groups and team leaders. The
managers require a high level of information on each group and less on the individual agents. However, drill
down capabilities is critical so the manager is able to see which group is not meeting expectations according to
goals previously set. The manager is more likely to need a dashboard rather than a simple desktop display. The
dashboard will provide much more information as well as the ability to drill down into the information they
require. Variances against the goals and the trends for the call center can be reviewed for goal setting and agent
performance reviews.
• Call Center FCR Ratings
• Call center Customer Satisfaction Ratings
• Call Center Service Level
• Call Center Abandonment Ratings
• Call Center Adherence
• Call Center Calls for the Day
• Call Center AHT
• Call center ASA
Call Center Managers should be reviewing real time and historical information throughout the day, week and
month. These metrics should be compared against company goals and a trend analysis should be provided
showing how the overall center is performing against goals and if possible benchmarked against industry peers.

4. Senior Management typically does not have time, inclination or desire to know the intricate details of how the
call center metrics are performing. The number of metrics that need to be reviewed and understood to grasp
how the call center is doing would be overwhelming to most senior managers. The Call Center Manager needs
to provide senior management a single set of values that will express to management how the call center is
performing against goals and industry peers. A trend analysis showing the direction the call center is going
supported by surveys and statistics is ideal for managers.
• Company Contact Center Metrics (single values per category)
o Revenue
o FCR Ratings
o Customer Satisfaction Rating
o Agent Satisfaction Rating
Managers may desire other information that is relevant to the business and industry included on this metrics
report. It is incumbent upon the call center manager to determine what management requires and provide that
information in a single easy to understand balanced scorecard.
Spectrum is ideally situation to assist contact center managers with the seemingly daunting task of trying to
capture the right information for the right audience. Contact Spectrum today to discover how we can help you.
Dan Boehm
Spectrum Corporation
dan@specorp.com