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Agent Productivity Report Form Template

Streamline Performance Tracking for Your Team

Tracking agent productivity can be a challenge, making it hard to assess performance and identify areas for improvement. This template is designed for team leaders and managers who need an easy way to gather and analyze productivity reports daily or weekly. With this Agent Productivity Report Form, you can effortlessly streamline submissions, enhance accountability, and foster skill development while gaining valuable insights into team operations. Plus, it offers WCAG-aligned labels for accessibility. Start customizing this template today to fit your business needs.

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Full name
Email address
Reporting period start date
Reporting period end date
Primary work focus this period
Approximate total hours worked this period
Approximate billable hours this period
Primary work location
Home
Client site
Co-working space
Office
Travel
Multiple locations
Prefer not to say
Other
Please Specify:
Tasks completed relative to what you planned
Poor
Below average
Average
Good
Exceptional
How often did you achieve deep focus blocks
Very rarely
Rarely
Sometimes
Often
Very often
Did you use a time tracking tool this period
Yes
No
Overall, how satisfied are you with the quality of your work this period
Very dissatisfied
Dissatisfied
Neutral
Satisfied
Very satisfied
How often did you meet your deadlines
Very rarely
Rarely
Sometimes
Often
Always
How would you rate perceived client satisfaction this period
Poor
Below average
Average
Good
Exceptional
Revenue generated this period (amount and currency)
Top priorities for the next period
What support would help you be more productive
Please Specify:
Signature (type your full name)
Date signed
I confirm the information provided is accurate to the best of my knowledge
True
False
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Paper art illustration depicting agent productivity report form template for FormCreatorAI

When to use this form

Use this form when you need a clear view of each agent's output and time use. It helps sales, service, and support teams align goals, spot coaching needs, and remove blockers. Run it daily for fast-moving queues, or weekly to track trends across shifts and locations. In sales, pair it with the Daily leads report form to connect outreach to outcomes. For shift-based operations, record on-site tasks in the Duty report form to capture context. When you roll up results for leadership, summarize key metrics in the Monthly reports form. The result is a focused snapshot you can act on, not a pile of activity logs.

Must Ask Agent Productivity Report Questions

  1. What did you deliver this period (tasks completed, cases resolved, or deals closed)?

    This captures measurable output, not just effort. Clear outcomes make it easy to compare performance across agents and time.

  2. How did you spend your time by activity (hours or percent)?

    Time allocation shows where work actually happens and reveals bottlenecks. You can cross-check hours with the Weekly timesheet and progress report form to spot overload or idle time.

  3. What were your key metrics versus target (e.g., CSAT, AHT, conversion)?

    Targets provide context for raw numbers. This helps you coach early when trends dip and recognize wins when they exceed plan.

  4. Which leads, tickets, or deals are in progress, and what is the next action and due date?

    Next steps prevent work from stalling. Due dates help managers prioritize support and forecast volume.

  5. What blockers or risks could impact results, and what support do you need?

    Spotting obstacles early reduces churn and rework. Clear requests let leaders remove roadblocks fast.

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