Contact Center Monthly Report Tool
Upload this month's raw sheet — cleaning, analysis, charts, and downloadable report happen automatically in your browser
Drag & drop the file here, or click below. Works with any month's data as long as the column headers stay roughly the same (Customer name, Source, Phone N, Service Requested, Date of First Contact, Handler, Next Follow-up Date, Assigned to, on hold, Converted?/Done, Lost, Loss Reason, NOTES).
| Name | Total | Done | Lost | Hold | Pending | Conv. % |
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| Name | Total | Done | Lost | Hold | Pending | Conv. % |
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| Reason | Count | % of Lost |
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Reasons are read from the sheet's Loss Reason column when filled in; if it's blank, the reason is auto-classified from the NOTES column using keyword matching. Records with neither fall under "Other / Unspecified" and should be reviewed manually.
Tip: click any column header to sort by it. This table already respects the filters above (Source / Service / Status / Handler / Assigned / Month).
| ID | Customer | Source | Service | Contact Date | Handler | Assigned | Status | Note / Loss Reason |
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