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LumaKol

Free template

Daily calling report

A daily calling report template for telecallers and their manager. Each caller fills in one row at the end of the day; the connect rate, result rate and team totals work themselves out.

  • Excel and CSV
  • No sign-up or email
  • Rates and totals worked out

Download the template

Excel with formulas for the connect rate, result rate and a totals row, or a plain CSV with the same columns.

Download Excel (14 kB)

With drop-down lists, formats and a How to use sheet. Opens in Excel, Google Sheets, Numbers and LibreOffice.

Download CSV (1 kB)

The same columns as plain text, for importing anywhere. No drop-downs or formulas.

The 12 columns

What to write in each one, and why it is there.

  1. Date

    The working day the row covers.

    Date

  2. Caller

    One row per caller per day.

    Text

  3. Dials

    Every call attempt, answered or not.

    Whole number

  4. Connected

    Calls the lead answered.

    Whole number

  5. Connect rate

    Filled in for you: connected calls as a share of dials.

    Formula

  6. Talk time (min)

    Minutes spent talking on connected calls.

    Whole number

  7. Interested

    Connected calls that ended with real interest.

    Whole number

  8. Follow-ups booked

    Calls that ended with a date for the next one.

    Whole number

  9. Results

    What your team counts as a win: visits, demos, sales or payments.

    Whole number

  10. Result rate

    Filled in for you: results as a share of connected calls.

    Formula

  11. Overdue follow-ups

    Follow-ups past their date at the end of the day. The number to bring down.

    Whole number

  12. Notes

    Anything that explains the day: a new list, a holiday, network trouble.

    Text

How to use it

  1. Each caller fills in one row at the end of the day. Connect rate and Result rate work themselves out.

  2. The Total row adds up every row above it. Filter by Caller or Date to see one person or one week.

  3. Read the rates over a week or more, not a single day: one day is too few calls to judge anyone.

  4. Overdue follow-ups is the number to bring down first. A lead promised a call back and not called goes cold quickly.

  5. In LumaKol the reports count dials, connected calls and talk time from the calls the Android app logs, so nobody has to count them by hand.

Questions about this template

Is the template free?

Yes. Download either file straight from this page, with no sign-up and no email address.

Does it work in Google Sheets?

Yes. In Google Sheets choose File, then Import, and upload the Excel file to keep the drop-down lists and formulas. The CSV opens anywhere but has no lists or formulas.

Can I change the columns or lists?

Yes. Rename columns, add your own, or edit the values on the hidden Lists sheet to change the drop-downs.

Can I move this into LumaKol later?

Yes. Leads → Import in the web app reads Excel and CSV files with a header row, lets you match the columns and skips numbers that are already in your workspace.

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