免费模板
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 和 CSV
- 无需注册或留邮箱
- Rates and totals worked out
下载模板
Excel with formulas for the connect rate, result rate and a totals row, or a plain CSV with the same columns.
含下拉列表、格式设置和“使用说明”工作表。可在 Excel、Google Sheets、Numbers 和 LibreOffice 中打开。
相同的列，纯文本格式，可导入任何地方。不含下拉列表和公式。
12 列说明
每一列该填什么，以及为什么要有这一列。
Date
The working day the row covers.
日期Caller
One row per caller per day.
文本Dials
Every call attempt, answered or not.
整数Connected
Calls the lead answered.
整数Connect rate
Filled in for you: connected calls as a share of dials.
公式Talk time (min)
Minutes spent talking on connected calls.
整数Interested
Connected calls that ended with real interest.
整数Follow-ups booked
Calls that ended with a date for the next one.
整数Results
What your team counts as a win: visits, demos, sales or payments.
整数Result rate
Filled in for you: results as a share of connected calls.
公式Overdue follow-ups
Follow-ups past their date at the end of the day. The number to bring down.
整数Notes
Anything that explains the day: a new list, a holiday, network trouble.
文本
使用方法
Each caller fills in one row at the end of the day. Connect rate and Result rate work themselves out.
The Total row adds up every row above it. Filter by Caller or Date to see one person or one week.
Read the rates over a week or more, not a single day: one day is too few calls to judge anyone.
Overdue follow-ups is the number to bring down first. A lead promised a call back and not called goes cold quickly.
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.
关于此模板的问题
模板免费吗？
免费。直接在本页下载任一文件，无需注册，也无需留邮箱。
能在 Google Sheets 中使用吗？
可以。在 Google Sheets 中选择“文件”→“导入”，上传 Excel 文件即可保留下拉列表和公式。CSV 在任何地方都能打开，但不含列表和公式。
可以修改列或列表吗？
可以。重命名列、添加自己的列，或编辑隐藏的“列表”工作表中的值来更改下拉选项。
以后可以把它迁移到 LumaKol 吗？
可以。网页应用中的“线索 → 导入”可读取带标题行的 Excel 和 CSV 文件，让您匹配各列，并跳过工作区中已有的号码。