Agent Performance Scorecard
Every agent against every KPI target, with a weighted score.
Templates for running a team, a shop, a kitchen, a rental, your money, your job hunt and your big day. Type in the yellow cells. Every sheet flags what is over, overdue or off track the moment it happens.
| Item | Value | Status |
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Built for
Your numbers go in the yellow cells. That rule is the same in every template.
Every other cell is a formula that compares your number to its target.
Over, overdue, off track. You see it the moment it happens.
This is a real slice of three templates. Type a number and watch the sheet decide what needs you.
| Category | Plan | Spent | Left | Status |
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| KPI | Target | Agent | Weight | Hit |
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| Item | On hand | Reorder at | Status |
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Tap any preview to see the real file with example data.
Every agent against every KPI target, with a weighted score.
See if your coaching actually moved the number.
Weighted, evidence-first monthly reviews.
Target vs actual, MoM and YTD from one dropdown.
A Profit & Loss that builds itself by month.
Reorder flags before you run out.
Your satisfaction score and every open follow-up.
Who is due back, who stopped coming, and what each chair earns.
Every category flagged the moment it slips.
Snowball or avalanche, and the debt to hit first.
Exactly how much to save each month.
Daily habits and every lift, in one file.
Overdue invoices flag themselves.
Hours left, days left, hours a day needed.
Budget, guests and checklist in one file.
Who paid, who is late, which leases end soon.
Plate cost, food cost % and the price to charge.
Follow-ups flag themselves. See what is working.
Budget the trip, then settle up fairly.
Over budget and late jobs flagged for you.
Weighted grades and at-risk students, automatically.
Work it out in your browser, no sign-up. When you need to track it for real, each one points to the template that does.
=NPER(rate/12,-pay,bal)Debt PayoffHow long will this debt take to clear?→=PMT(rate/12,n,-pv,fv)Savings GoalHow much do I need to save each month?→=plate_cost/priceFood Cost & Menu PriceWhat should this dish cost on the menu?→=(rent*12-costs)/priceRental YieldWhat does this rental really return?→=calls*AHT/(interval*60)Erlang C StaffingHow many agents do I need on the phones?→=SUM(paid)/COUNT(people)Trip Cost SplitterWho owes whom after the trip?→=income*{50%,30%,20%}50/30/20 BudgetHow should I split my income?→=revenue/billable_hoursFreelance Hourly RateWhat should I charge per hour?→Full working files. No card needed.
For contact center team leaders. Three KPIs, ten agents, and an On Track, Watch or Coach flag for every agent.
Download freeSet a target and a date. See your progress and exactly how much to put aside each month.
Download freeOne-time payment, instant download, free updates.
Scorecard, Coaching Tracker, SL Evaluation and MBR Pack, plus a 9-page playbook on huddles, coaching, reviews and your first 90 days.
Get the Pro KitBookkeeping with a live Profit & Loss, Inventory with reorder flags, and a Customer Feedback Tracker.
Get the packMonthly Budget Planner and Debt Payoff Planner, with the Savings Goals Tracker included.
Get the packEvery template in every collection, plus the TL Playbook. Every template added to the store later is yours too.
Every template in the store, plus new ones as they land. Cancel any time and keep what you downloaded.
Tell us what you track today and what keeps going wrong. You get a fixed price by email before any work starts.
Any Cellsmith template, adapted to you.
A new template built to your brief.
Connected sheets that run a team or a business.
Yes. Built for Excel and tested to open in Google Sheets with formulas, dropdowns and colour flags intact.
No. Type in the yellow cells. Everything else calculates, and every file opens on a short Start Here guide.
Yes. Names, targets, categories, weights and thresholds all live in cells you control. Nothing is hardcoded.
Any. Amounts are plain numbers, so they work in dollars, pounds, euros, dinars or anything else.
Yes. Download it, use it, keep it. No card needed.
You keep every file you downloaded. You just stop getting new ones.
Send the brief, get a fixed price by email, pay to start. You approve the result before it is final.
Use them across your own team, household or business. Please don't resell or redistribute them.
Email hello@cellsmith.org. We reply within 2 working days.
Let the sheet find them. Start with a free template, or try one live right now.