Arrange a personal demo by contacting us here

New Template

Templates

Blank Template

My Templates

Existing Scorecards

Portal Templates

    No templates

    Basic Template 1

    [sections]

    Basic Template 2

    [categories, sections]

    Basic Template 3

    [sections, descriptions]

    Basic Template 4

    [categories, sections, descriptions]

    Collections

    This scorecard is designed for agents that are helping customers to settle their payment arrears.

    Complaints

    This scorecard is designed to monitor calls that have been flagged as complaints. It is not specific to a department and it drills down on the 'Complaints Process' section that exists on other scorecard templates.

    Correspondence

    This scorecard is designed to monitor written communication between agents and customers.

    General Enquiries

    This scorecard is designed for generic Customer Services. The scorecard monitors soft skills, business requirements, and regulatory compliance.

    Refunds

    This scorecard is a simple checklist that can be used for any department / agent that processes refunds.

    Retentions

    This scorecard is designed for agents who speak to customers that are looking to move their products / services to another provider.

    Sales

    This scorecard is designed for sales agents. The sections and scoring behaviours reflect a greater focus on the quality of the agent's sales technique, whilst also monitoring soft skills and compliance.

    Collections

    For scoring the competence, compliance, and behaviours of Collections agents

    Complaints

    For scoring all areas where complaint calls have been flagged

    Correspondence

    For scoring the written communication of our Customer Services Correspondence team

    General Enquiries

    For scoring the competence, compliance, and behaviours of Customer Services agents (inbound and outbound calls)

    Refunds

    For scoring all areas where refunds are processed

    Retentions

    For scoring the competence, compliance, and behaviours of Retentions agents

    Sales

    For scoring the competence, compliance, and behaviours of Sales agents (inbound and outbound calls)

Scorecard Info

Admin Sections

  • 'Section Title' is required
  • 'Control Type' is required

  • Marked date

    Date

    Optional

1 section

Scoring Sections

  • 'Category Title' is required
  • 'Section Title' is required

  • <category 1>

  • <section 1>

    WT:

    1

    Required

    <description 1>

  • <section 2>

    WT:

    1

    Required

    <description 2>

  • <section 3>

    WT:

    1

    Required

    <description 3>

  • <section 4>

    WT:

    1

    Required

    <description 4>

  • <section 5>

    WT:

    1

    Required

    <description 5>

  • <category 2>

  • <section 6>

    WT:

    1

    Required

    <description 6>

  • <section 7>

    WT:

    1

    Required

    <description 7>

  • <section 8>

    WT:

    1

    Required

    <description 8>

  • <section 9>

    WT:

    1

    Required

    <description 9>

  • <section 10>

    WT:

    1

    Required

    <description 10>

2 categories

10 sections

Options

RAG

  • 'Marking Choices' is required

Logo

  • 'Status' is required

Preview

Basic Template 4

Score

  • <category 1>

    <Score>

  • Weight:

    1

  • Weight:

    1

  • Weight:

    1

  • Weight:

    1

  • Weight:

    1

  • <category 2>

    <Score>

  • Weight:

    1

  • Weight:

    1

  • Weight:

    1

  • Weight:

    1

  • Weight:

    1

Basic Template 4

  • <category 1>

  • Weight:

    1

  • Weight:

    1

  • Weight:

    1

  • Weight:

    1

  • Weight:

    1

  • <category 2>

  • Weight:

    1

  • Weight:

    1

  • Weight:

    1

  • Weight:

    1

  • Weight:

    1