Team Performance

Track individual and team call performance metrics

Your team's call handling can make or break customer relationships. dialnote's Team Reports page gives you clear visibility into how each person performs—response rates, call durations, trends over time, and coverage across your shared numbers.

To open it, go to Reports, then on the Analytics page find the Activities table and click View Detailed Report. Everything below lives on one scrollable page at /reports/team.

At a glance#

Four summary cards sit at the top: Total Agents, Team Avg Response Rate, Team Avg Call Duration, and Shared Numbers. They give you the headline numbers before you read into the tables below.

Agent Performance#

The Agent Performance table shows individual metrics for every team member. For each person you'll see total calls broken down by inbound and outbound, their response rate (with a color-coded badge), average call duration, and current availability status.

Response rates get visual indicators:

  • Green (85%+): Excellent—this agent rarely misses calls
  • Yellow (70-84%): Good, but room for improvement
  • Red (below 70%): Needs attention—too many calls going unanswered

The status column shows whether each team member is currently Available, Away, or set to Do Not Disturb, so you know who's taking calls right now.

Team Comparison#

Want to see how your team stacks up? The Team Comparison table ranks everyone with medal badges (🥇🥈🥉) for the top three.

Ranking isn't a simple response-rate sort. dialnote uses a performance score that multiplies calls answered by response rate, so volume and quality both count—answering 33 of 51 calls outranks 1 of 1.

Each row shows:

  • Rank with a medal for the top three
  • Total calls with the previous-period count
  • Response rate badge
  • Trend arrow (up, down, or flat) versus the previous period
  • Total talk time across all calls
  • Missed calls count, highlighted red when it's over 20

This makes coaching opportunities easy to spot. If someone's trending down, you can step in early.

User Groups & Coverage#

When several team members share a phone number, you need to know how well that line is covered. This section breaks it down per number.

For each group you'll see member count, total calls, group response rate, average response time (in seconds), coverage percentage, and the top contributor.

Coverage ratings work like this:

  • Excellent (90%+): Business hours are well-staffed
  • Good (70-89%): Most hours covered, some gaps
  • Needs Attention (below 70%): Too many hours without available agents

Shared Number Performance#

This table focuses on numbers used by multiple people. For each line you'll see how many users share it, total calls, answered versus missed, the overall response rate, and the primary handler—who takes the most calls, with their share as a percentage.

It helps you answer questions like:

  • Is call volume spread evenly, or does one person carry the load?
  • Which shared numbers have the best answer rates?
  • Are there lines that consistently underperform?

Exporting#

Team Reports doesn't have its own export button. To download a CSV, use Export CSV on the main Analytics page—it includes per-agent metrics and respects your current filters.

What's Next#

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