Call Center Reporting: Your Definitive Guide (2024)
How long will callers wait in your queue before they hang up? How often are their queries resolved the first time? How satisfied are they overall with the service your call center offers? Call center reporting can provide all those answers and more.
To take first call resolution rate as an example, the global benchmark is 70-75%. So, does your call center measure up, and what do you do if you don’t know?
It’s vital to track the performance of your call center. You can’t improve what you can’t measure, so buckle up for a deep dive into the ins and outs of call center reporting that will help you get it right.
Key takeaways:
- Efficient call center reports are a key component of success. Focus on KPI prioritization, benchmark setting, holistic considerations, and goal establishment for continuous enhancement.
- Business, Customer, and Process KPIs have an impact on visibility, team cohesion, and customer satisfaction, as well as operational efficiency.
- Contact center reporting solutions like CloudTalk streamline reporting with real-time metrics, dashboards, and insights. That elevates call center efficiency through comprehensive data, aiding informed decision-making.
- Continuous refinement, from alpha reports to end-user testing, ensures adaptability to industry changes. It results in relevant data for agile and effective decision-making.
What is Call Center Reporting?
Call center reporting—or contact center reporting for those of you with diverse communication channels—is the process of transforming raw data (real-time and historical) into actionable insights. Those insights are presented as easy-to-understand call or contact center reports, often focused on Key Performance Indicators (KPIs). The goal is to boost customer experience and agent performance.
Commonly tracked data streams include those from your Interactive Voice Response (IVR), Automatic Call Distributor (ACD), and Workforce Management System (WFM).
Once those data points have been gathered, they can be organized and categorized into your KPIs. We’ll get into some examples of great KPIs to track as part of your call or contact center reporting below.
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Call Center Reporting KPIs
The most useful call center report is one that’s customized to your call or contact center. It should provide insights into what you know to be the most important indicators of success and high performance for your business.
Let’s take a look at some KPIs you might choose to build your call center analytics and reporting around:
Business Critical KPIs
Aren’t all KPIs “business critical”?, we hear you ask. Well, yes. However, these are the indicators that can give you a top-down, 360 degree view of your operations. As opposed to those that dig down a little deeper into the specifics.
Net Promoter Score (NPS)
Similar to Customer Satisfaction (CSAT), this metric attempts to gauge your customers’ happiness. NPS has a business-centric twist, though: it measures the likelihood that your customers will recommend your product to somebody else.
Why is that important? Because a high number translates to higher visibility for your product.
Global Benchmark: Varies significantly between industries
Average Turnover Rate
This metric quantifies the rate of turnover among your call center agents. Call centers get a bad rap for high turnover, but it doesn’t have to be so for your operation.
Why is that important? Placing an emphasis on cohesion among your team will lower turnover and increase efficiency.
Before you can improve turnover, though, you need to know where you stand. That’s where call center management reports focused on turnover rate come in.
Global Benchmark: Less than 37%
Cost Per Contact
You might well say that you can’t put a price on outstanding customer service. What you can do, though, is quantify your Cost Per Contact. That is the average cost to your call or contact center of each customer interaction.
You calculate cost per contact by dividing your total operational expenditure by the number of calls or contacts handled in a given time period.
Why is that important? Tracking Cost Per Contact over time helps you gauge the success of cost-cutting or efficiency measures.
Global Benchmark: $5.50
Agent Engagement Score
47% of call center managers consider agent turnover and absenteeism their biggest issue when trying to operate a call or contact center efficiently. We’ve already mentioned the importance of tracking turnover rate.
Agent engagement scores give you a measure of how engaged agents are with their day-to-day work.
Why is that important? The more engaged agents are, the less likely they are to leave. And the less likely you are to have to replace them. This KPI, then, helps you get ahead of the agent turnover issue and predict whether agents might leave.
Global Benchmark: 30% highly engaged, 11% somewhat engaged, 54% somewhat disengaged, and 5% highly disengaged.
Similar to Customer Satisfaction (CSAT), this metric attempts to gauge your customers’ happiness. NPS has a business-centric twist, though: it measures the likelihood that your customers will recommend your product to somebody else. This is important, of course, because a high number translates to higher visibility for your product.
Customer Critical KPIs
Call center reports shouldn’t all be top-level, birds’ eye view affairs. Sometimes it also pays to zoom in specifically on your customers. These are some customer-level KPIs to use as part of your contact center reporting.
First Contact Resolution (FCR)
This metric measures the rate at which your customers’ issues are resolved by the first agent with whom they speak.
Why is that important? Basically, because the higher this percentage is, the less frustrated your customers will be with your business as a whole. Everybody loves it when their problems are solved quickly, right?
Luckily, CloudTalk has a fantastic feature that is sure to boost your FCR rates. It’s called Preferred Agent, and it gives your contact center agents the ability to pair certain customers with certain agents. This means that if a customer and agent got along well during their first call, you can arrange for them to be directly linked the next time the customer calls your business.
Global Benchmark: 70-75%
Service Level
A call center’s service level is another of the most crucial call center metrics for analytics and reporting. It’s defined by the percentage of inbound calls answered by agents within a given amount of time. It’s usually given as a pair of numbers, the most popular being the vaunted 80/20 global call center standard.
Having an 80/20 service level for your call center simply means that 80 percent of incoming calls are answered by your agents within 20 seconds. It’s an easy metric to measure and one that gives a good, broad idea of the attentiveness and efficiency of your call center staff.
Why is that important? It’s a good foundation on which to build a call center benchmarking report to track performance over time.
Global Benchmark: Most commonly, 80% of calls answered within 20 seconds = 80/20
Average Abandonment Rate
This KPI measures the percentage of customers that hang up the phone before being connected to an agent.
It very much depends on how busy and well-staffed your call center is — the more agents there are to handle incoming calls, the quicker your customers will connect with an agent and the less likely they’ll be to hang up before speaking with someone.
Why is that important? It’s an important KPI to track to assess overall efficiency and 5-8% is a good benchmark to aim for in regard to the average abandonment rate.
Global Benchmark: 5-8%
Blocked Calls
This metric is the percentage of customers who called your company and heard a busy tone.
The percentage value is directly related to how well-staffed a business is, because customers only hear a busy tone when all agents are busy helping other people.
Why is that important? Hearing a busy tone is frustrating for everyone, especially when they’re trying to contact a business. This number should be kept as low as possible.
Global Benchmark: Less than 2%
Average Wait Time (AWT)
You get this metric by dividing the total amount of time customers spent in caller queues for a given period by the number of calls that were answered in that period.
Why is that important? It’s an easy metric to calculate and it gives you a good idea of how satisfied your customers are with the attentiveness of your agents.
According to recent Call Centre Helper research, 36% of callers will only wait up to one minute before abandoning a call to a call center. Clearly it’s important to keep your average wait time low!
Global Benchmark: Around 45 seconds
Process Critical KPIs
Contact center reporting and analytics isn’t only about tracking your business’s bottom line and your customer satisfaction levels. It’s also about assessing your workflows and doing what you can to improve efficiency. That’s what process critical KPIs help with.
Average Speed to Answer
This figure indicates the average amount of time it takes your agents to answer the phone, as measured from the beginning of the ringing process.
Notably, this excludes the time it takes your customers to navigate through your IVR system, should you have one.
Why is that important? It’s a pretty pure measure of your agents’ ability to handle phone calls promptly as they come in.
Global Benchmark: 34.4 seconds
Average Call Duration
Easy to track and understand, average call duration is one of the most important call center efficiency metrics out there. Average call duration is around four minutes. If yours is lower, your agents are likely working efficiently.
Why is that important? The average duration of inbound and outbound calls will give you important insight into how competent your agents are in handling their responsibilities on a day-to-day basis.
Global Benchmark: Four minutes
Call Arrival Rate
Call arrival rate gives you an idea of when your call center is fielding the highest and lowest volume of inbound calls.
Why is that important? Tracking this KPI will allow you to craft informed, smart work schedules for your agents so you’re always adequately staffed, even on the busiest of days.
Global Benchmark: Will vary from one call center to the next
Average Handle Time (AHT)
This metric measures the length of your agents’ interactions with customers from start to finish. The clock begins when your customer dials the phone number and ends when your agent is ready to field a new call.
That means it includes the time a customer spends in a caller queue, navigating through your IVR system, and speaking with an agent, in addition to the time your agents spend documenting necessary information post-call.
Why is that important? AHT is a good metric for evaluating the efficiency of your agents, and your call center reporting software should let you create reports on individual agents. Make sure, however, that you don’t place too much of an emphasis on having a low AHT — rushed agents are prone to make more mistakes and often offer a lower quality of customer service.
You should decide on a benchmark that makes sense for your business and have your agents shoot for that month-to-month.
Global Benchmark: Six minutes
Average After-Call Work Time (ACW)
After every call, an agent has to attend to a variety of important admin tasks. These may include completing transaction reports, updating databases, reporting issues, and the like. The time it takes to complete these tasks is measured and recorded as the average after-call work time KPI.
Why is that important? The longer your agents spend on ACW, the less time they spend helping your customers. Keeping average ACW time low, improves the efficiency of your call center.
While it can certainly be lowered through efficiency-focused training sessions, well-suited call center software can help, too. CloudTalk, for example, has a number of handy features, including easy call tagging and workflow automation, that can help your agents complete after-call tasks quickly and easily.
Global Benchmark: 40-45 seconds
Call Center Reporting Best Practices: How to Do It Right
Now you know some of the most important KPIs to track as part of your call center reporting. That, though, is only part of the story. Here are some call center reporting best practices to ensure you produce the most useful call center reports possible.
#1 Focus on the KPIs
KPIs are tracked and regularly presented to call center supervisors and managers for a good reason: they help you identify problem areas and design targeted initiatives to solve them.
As we’ve covered, KPIs can encompass a broad range of call center performance areas related to business, customer service, and work processes. They give you a grand overview of how your call center is operating and put a spotlight on those areas that could do with a bit of extra attention.
So, let them be your guiding light. Let your KPIs inform the critical decisions to be made that will shape both your contact center reporting and the future of your call center. After all, an informed decision is one that offers the best chance at success.
How to do it: Make sure you define the KPIs that are most important to your call center and your overall business aims. Then, use your call center reporting solution to focus individual reports on each.
#2 Research Industry Standards to Establish Performance Benchmarks
Tracking KPIs won’t get you anywhere unless you have a set of established, industry-standard benchmarks against which you can measure your progress.
Coming up with these benchmarks for your company will require a fair bit of market research, but we assure you that it’s all worthwhile. These benchmarks will allow you to frame your call center reports in the proper context and enable you to clearly identify the areas in which you need to improve.
Once you have these areas in mind, you can start to come up with a strategy for the betterment of your business.
How to do it: Check out businesses and organizations that compile research in your niche. Read their reports and define benchmarks for the KPIs and metrics most important to you.
#3 Take a Big Picture View of How Metrics Relate to Operations
With so many metrics floating around, it can be easy to get caught up in the minutiae of your call center’s performance numbers.
It’s important, though, to step back and consider the bigger picture. You want to run a call center operation that keeps your customers and employees happy and helps your company meet all of its goals in terms of revenue and growth.
There are a great many ways to achieve this — through specific training, hiring additional staff, implementing modern, cloud-based call center software, and more.
The point is you should be flexible in addressing the problems uncovered in your call center reports. If you’re always open to new ideas, you’re more likely to find something that works especially well for your business.
How to do it: Don’t focus solely on metrics, KPIs, and numbers. Supplement your quantitative reporting by gathering information in other ways, too. Ask your agents for their input and use surveys that give customers a chance to offer longer-form answers, for example.
#4 Set Goals For the Future and Track Them!
It’s as much a certainty in call center operations as it is in life: you won’t make any progress without first setting some goals for yourself.
Once you’ve reviewed all of the KPIs in your contact center report and compared them to the benchmarks you’ve established, you should set out crafting a list of goals for improvement in specific areas.
- Have an exceptionally high average handle time? Schedule efficiency-focused training for your agents so they can start to bring that number down.
- What if your average after-call work time KPI is off the charts? Consider making use of a modern telephony solution like CloudTalk, which can help drive down the amount of time agents spend on busywork after calls by automating the bulk of it.
- Is your average wait time way over the global benchmark? Perhaps you could better customize your call routing to ensure callers reach an agent more quickly.
- Are you seeing a high blocked call rate? You might need to hire more agents or to schedule your agents better to cover the busiest times.
No matter what you choose to do, be sure to track all of it over time and to keep your whole team up-to-date on your progress. One great way to do the latter is with a call center wallboard. This way, you can quickly see what works for your business — and keep doing it!
How to do it: Be clear what your goals for improvement in the call center are. Pay particularly attention to metrics and reports which directly reflect those goals. Use your call center software to collect relevant data in real-time and glean actionable insights. Then, take steps to improve and track the results.
Examples of Call Center Dashboard Reporting
The best way to compile raw data for your call center reports is to use high-end call center reporting software.
CloudTalk more than fits the bill here. Our advanced, back-end data collection algorithms let call center managers kick back and watch the data roll in—straight away, via a real-time dashboard if they prefer.
With the burden of raw data collection off of their shoulders by the right contact center reporting software, managers can turn their attention to more meaningful tasks. Things like selecting which KPIs they’d like to track for their finalized call center reports and developing improvement strategies for those areas that need the most attention.
Below we’ll get into some examples of how CloudTalk simplifies the data collection process and makes call center reporting easier than ever.
Call Center Report Sample
One great thing about CloudTalk is that it gives you easy access to call center real-time reporting. You can track several important call center reporting metrics as the data rolls in.
Under the Call History tab of your Statistics dashboard, for example, you’ll find a range of insights, including:
- The total number of calls your agents have fielded
- The total number of missed calls that slipped through the cracks
- The average duration of your agents’ calls
- The average amount of time your customers have had to wait during a given period
- And more.
You can use all of this data for your call center report or just bits and pieces of them — we leave it to your discretion.
Agent Productivity Dashboard
CloudTalk also gives managers the ability to filter call center statistics by agent, so you can analyze the work of your best-performing agents, worst-performing agents, and everyone in between. It’s a great way to get a proper overview of contact center team results.
For each agent, you can see:
- The total number of calls
- Average call duration
- Total number of inbound and outbound calls
You can also compare your agents side-by-side to get a broad view of your team’s performance.
If you’d like your call center report to highlight the performance of a particular agent over a given period, the agent productivity dashboard allows you to compile that data quickly and easily.
Test and Review Your Reporting to Get It Just Right
The testing and review process for contact center reports is a comprehensive, multi-step endeavor that — if done correctly — will ensure that the data you collect and the insights you draw from it are accurate and useful. Let’s get into the steps.
#1 Compile Preliminary Reports
The very first stage of the process is the development of your first draft, “alpha” reports. These will be a bit messy, and justifiably so — you’re gathering a great deal of raw data and attempting to categorize it into distinct (and useful!) KPIs. Once you’ve compiled your data and KPIs, you can move on to the next step.
#2 Double-Check Your Numbers
The calculations in your reports are prone to human error. It’s normal, and it’s why the verification of your calculations and formulas deserves its own step in the process.
You should circulate your contact center report throughout your design and analytics departments so people have a chance to catch any potential mathematical mistakes.
#3 Add Graphics and Design Features
Once your facts and figures have been polished, you can ship your report off to the design department. Their job is to spruce the thing up — to add graphics, charts, and other design elements that make your data pop off the page.
This step is awfully important in creating a presentable, easy-to-comprehend report that can offer meaningful guidance to all of your employees, regardless of their expertise.
#4 End-User Testing and Review
Now that your report has achieved a certain level of panache, you can send it out to a sample selection of call center managers and agents. This will be a real test of your report’s readability and will hopefully uncover any discrepancies in your data, awkward sections of text, or confusing graphics.
Of course, you should also pay special attention to feedback related to the usefulness of your report. After all, wanting to craft a useful document is why you went through the trouble of compiling the thing in the first place.
#5 Dissemination and Fine-Tuning
Finally, you can send your report out to a wider audience. This final step will see the fruition of all the hard work and will hopefully lead to improvement in problem areas you have identified.
Bear in mind that contact center reports are living documents, so you should stand ready and able to make any edits or adjustments to the report should the need arise. It can also be a good idea to create a call center report template once you’re happy with a final report. This document can provide a framework for creating future, similar reports.
If you’ve made it this far — congratulations! You’ve created, tested, and reviewed a document crucial to the long-term success of your call center. This industry moves fast, and your company relies on comprehensive, professional call center reports to keep up with its competition. So pat yourself on the back and get cracking on the next report!
Call Center Reports are the Building Blocks For Success
Comprehensive call center reports are key to the success of any modern call center. They present a bevy of important KPIs in a digestible manner so that management can quickly understand which areas are high-priority targets for improvement.
They can also aid in the improvement process, as regular call center reports may help determine whether or not a certain improvement strategy is working well.
It’s a process that takes time, and while it’s worth every minute you dedicate to it, it’s also vital to make the process as efficient as possible.
That’s where cutting-edge call center reporting software like CloudTalk comes in. If you want to see how CloudTalk can optimize your call center reporting process, give our 14-day free trial a try (no credit card required!).