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Scorecards: How to Track Agent Performance and Use the Data
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Scorecards: How to Track Agent Performance and Use the Data

02/16/2022 · 5 min read

Agent scorecards track five buckets: activity, contact rate, conversion, revenue, and first-term retention by agent. Review weekly with the team, debrief on one or two specific improvements, and use the data to coach rather than catch people. That is the difference between a scorecard culture and a surveillance culture.

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