Outbound Call Tracker

  • Category: CRM
  • Platform: Microsoft Excel
  • Description: The Outbound Call Tracker is a powerful Excel spreadsheet that enables individuals and teams to easily log their outgoing calls, emails, and SMS messages. With this spreadsheet, you can track your outbound communication activities and measure your productivity and effectiveness. The spreadsheet features customizable fields for contact information, call outcomes, and notes, as well as dynamic charts and graphs that provide visual insights into your performance. The Outbound Call Tracker is perfect for sales professionals, customer service representatives, and anyone who needs to manage their outbound communication tasks. Use it to boost your efficiency, organize your workflow, and achieve your communication goals.



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Features

✔️Modern & Easy to use interface.
✔️Multi-purpose tracker - Can be used for Sales teams, Customer Service, Technical support etc...
✔️Easily log your Calls, Emails and SMS messages daily.
✔️A powerful Timeframe selector lets you filter your data for a predefined timeframe or you may specify a date range.
✔️See average Answer & Appointment rates (%). Average call time is also calculated for outbound calls.
✔️Customizable - You can edit anything you'd like in this spreadsheet if needed.

Get started with your Tracker

Learn how to get the most from your new contact center tracker

Logging

Outbound Call Tracker has 1 input sheet for each type of communication channel: Call Center, Email and SMS. Start by logging your data into each sheet. If your business does not support one of these communication channels, such as SMS, simply leave it blank.
Here are the columns you can populate:

  • Date: The date which the call, email or SMS message was made/sent.
  • Name: Your contact's Name.
  • Account #: Select your contact's internal account number. The Accounts list is specified on the 'Settings' sheet.
  • Subject: Pick a subject (also known as a Reason) for the call, email or SMS message. The Subject list is specified on the 'Settings' sheet.
  • Answered?: Select Yes or No from the dropdown.
  • Status: Select a Status from the dropdown. The Status list is specified on the 'Settings' sheet.
  • Call Time: Enter the time it took to complete the call. Format: HH:MM:SS (Example: 00:15:00 is a 15 minute call)
  • Appointment?: Select Yes or No from the dropdown. This is helpful if you need to track bookings or follow-up demos.
  • Notes: You may take notes in this column.

🟢 Tip: You can easily add more columns if there are additional statistics you'd like to track.



Overview Dashboard

The Overview Dashboard provides you with a clear operations summary, based on all the data you previously submitted.
The following data will be generated based on the Timeframe you select:

  • Communication Channel %: See what percentage of outbound traffic targeted Calls, Email and SMS.
  • Calls,Emails,SMS Made/Sent: See the total amount of Calls, Emails and SMS messages for the given timeframe.
  • Calls,Emails,SMS Answered: See the total amount of Calls, Emails and SMS messages that were answered for the given timeframe.
  • Calls,Emails,SMS Appointments Made: See the total amount of Appointments that were made via Calls, Emails and SMS messages for the given timeframe.
  • Answer rate: See the average Answer rate % for each communication channel based on the given timeframe.
  • Appointments rate: See the average Appointments rate % for each communication channel based on the given timeframe.
  • Average call time: See the average call time for the given timeframe.

The following data will always be generated based on the "All Time" Timeframe:

  • Status: The status tiles help identify how many call, email or SMS message interactions are still In Progress.
  • Breakdown by Quarter: Bar charts show you how much outbound traffic was generated per quarter.
  • Breakdown by Month: Smooth line charts show you how much outbound traffic was generated per month.

🟢 Tip: Place your mouse cursor over the charts to reveal figures.