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This article explores what metrics matter, how to capture them, and most importantly, how to use analytics to drive meaningful business improvement.
Call volume is the most basic metric—how many calls arrived during a specific time period. Whilst simple, call volume data reveals important patterns.
Daily Volume: Calls per day help identify whether staffing levels are appropriate. If 100 calls arrive daily but you staff for 50, calls queue excessively. If 50 calls arrive but you staff for 100, resources are wasted.
Hourly Volume: Which hours are busiest? Most businesses experience peak hours (9-11 AM, lunch time impact, 3-5 PM for different industries). Knowing peak hours enables targeted staffing.
Day-of-Week Patterns: Do Mondays have higher volume than Fridays? Monday typically has higher volume as customers report weekend issues. Friday might be lower as people don't want to start complex support processes before the weekend.
Seasonal Variation: Does volume spike at certain times of year? Retail typically experiences peak volume before holidays. Tax services experience peak volume before deadlines. Understanding seasonality enables capacity planning.
Year-over-Year Comparison: Is volume growing or shrinking? If growing, you need to plan capacity expansion. If shrinking, you might need to investigate why.
Forecasting: With historical data, you can forecast future volume. "We know we'll get 50% higher volume in November due to holiday season" enables proactive staffing and resource planning.
Average Handle Time (AHT) is the average length of calls plus any after-call work.
AHT = (Total Call Time + Total After-Call Work Time) / Number of Calls
What AHT Reveals:
Efficiency Indicator: Significantly above-average AHT for a team member might indicate they're not efficient or they're handling more complex cases. Significantly below-average might indicate they're rushing or not providing quality service.
Process Efficiency: If AHT is trending up, there might be a process problem. "We changed our support system, and now AHT increased by 10%." This suggests the new system isn't as efficient.
Case Complexity: Different types of calls have different typical AHT. A "password reset" might take 3 minutes; a "complex account issue" might take 20 minutes. Tracking AHT by call type reveals whether certain types of calls are becoming more complex (suggesting support approach needs adjustment).
Staffing Efficiency: If average AHT is 8 minutes, and you want to handle 300 calls daily with a 5-hour available work time, you need (300 × 8) / 60 = 40 agent-hours, or 8 full-time agents. If AHT increases to 10 minutes, you need 10 agents. Changes in AHT directly impact staffing needs.
Wait time is how long a caller waits before reaching an agent.
Key Metrics:
Average Wait Time: The average wait across all queued calls. If average is 3 minutes but maximum is 15 minutes, the metric is misleading. Look at distribution.
Maximum Wait Time: The longest wait anyone experienced. If maximum is 30 minutes, even if average is 2 minutes, you have a problem.
Percentile-Based Metrics: "90th percentile wait time" means 90% of callers wait that long or less. "Your 90th percentile wait time is 5 minutes" is more useful than "average wait time is 2 minutes."
Wait Time Distribution: How many callers waited 0-1 minute? 1-2 minutes? 2-5 minutes? 5+ minutes? This distribution reveals whether the issue is a few extreme outliers or a systematic problem.
Abandonment Correlated with Wait Time: Track abandonment (callers who hang up before reaching an agent) against wait time. You'll likely find a correlation—long waits cause higher abandonment.
Missed calls are calls that arrived but no one answered—calls that went to voicemail or were dropped. Abandonment rate is the percentage of calls where the customer hung up rather than waiting for an agent.
Why They Matter:
Revenue Impact: Every missed call is lost revenue opportunity. A customer who can't reach you might call a competitor instead.
Customer Experience: Customers who can't reach you get frustrated and view your business negatively.
Operational Indicator: High missed call rates indicate understaffing, inefficient routing, or system problems.
Abandonment Analysis: If abandonment rate is 5%, that's acceptable—most callers wait. If it's 25%, something is wrong. Investigate:
Actionable Insight: "We have 15% abandonment rate. When we reduced average wait time from 5 minutes to 3 minutes through additional staffing, abandonment dropped to 8%." This shows that staffing investment had quantifiable ROI in reduced abandonment.
Call monitoring allows supervisors to listen to live calls for quality assurance and coaching purposes. For more on routing capabilities, see our guide to Mastering Call Routing Features: Auto-Attendants, IVR, and Intelligent Routing Explained.
Call whispering (or "call coaching") allows a supervisor to speak to an agent during a call without the customer hearing.
Supervisor Initiates: Supervisor sees that an agent is on a call and clicks "whisper" in the monitoring interface.
Audio Connection: The supervisor is connected to the agent's headset. The supervisor can talk to the agent; the customer can't hear the supervisor.
Coaching: The supervisor might say "Remember to offer the premium option" or "Try asking about their timeline for implementation."
Agent Adjustment: The agent adjusts their approach based on coaching.
Disconnect: Supervisor disconnects when coaching is complete. The call continues normally between agent and customer.
Benefits:
Real-Time Coaching: Rather than waiting until after the call to coach, coaching happens during the call. The agent can apply feedback immediately.
Problem Resolution: If an agent is struggling with a call, a supervisor can jump in with guidance before the situation deteriorates.
New Agent Support: New agents can handle calls independently whilst having a supervisor available for guidance when needed.
Quality Assurance: Supervisors ensure quality in real-time rather than discovering problems after they've affected customer satisfaction.
Potential Issues: Agent anxiety can occur if agents feel constantly monitored. Best practice is to use whispering for coaching, not surveillance. Also, if an agent is whispering with supervisor whilst customer is listening to hold music, timing must be carefully managed.
Call barging or call intervention allows a supervisor to temporarily take over a call from an agent.
Supervisor Action: Supervisor sees an agent struggling on a call and clicks "barge" or "intervene."
Supervisor Connection: The supervisor is connected to the call and can speak to the customer.
Communication: Supervisor addresses the issue directly with the customer, potentially resolving it or escalating appropriately.
Agent Re-Entry: After supervisor resolves the issue, they can hand the call back to the agent, or keep it if escalation is needed.
Benefits:
Immediate Problem Resolution: If an agent is clearly struggling or a customer is upset, immediate supervisor intervention prevents escalation.
Customer Satisfaction: Supervisors might have more authority or expertise to resolve complex issues.
Time Savings: Rather than transferring the call through multiple levels, supervisor intervention can resolve it faster.
Risk Reduction: If a customer is threatening to escalate or is clearly upset, supervisor intervention can often de-escalate.
Best Practice: Use call barging judiciously. Agents who feel constantly overridden become disempowered and demotivated. Use it primarily for genuine emergencies or genuinely upset customers.
Beyond individual call monitoring, systems can provide real-time QA metrics:
Active Call Monitoring Dashboard:
Quality Scoring: Some systems automatically score calls based on key criteria: Did agent verify caller identity? Did agent use customer's name? Did agent explain solutions clearly? Did agent offer relevant upsells? Supervisors can see real-time quality scores and intervene with low-quality calls.
Call recording captures audio of conversations for various purposes. Understanding what is a DDI number (Direct Dial Inward) can help you track which specific lines or departments are generating recorded calls, providing granular analytics for different business units.
Recording Storage:
Cloud Storage: Recordings stored on provider's servers, accessible from anywhere
Local Storage: Recordings stored on-premise, under complete local control
Hybrid: Some recordings on cloud, some local, depending on type or classification. To understand which infrastructure suits your recording requirements, see our comparison of Cloud PBX vs On-Premise vs Hybrid Phone Systems.
Recording Scope:
All Calls: Every call is recorded
Selective Recording: Only certain call types (inbound, customer-facing) are recorded
Agent-Selectable: Agents can choose to record specific calls
Consent-Based: Recording only happens if customer consents (after hearing disclosure message)
Compliance Considerations:
Consent Requirements: Some jurisdictions require recording consent. Many use recorded message: "This call may be recorded for quality assurance purposes. Press 1 to continue, 2 to opt out."
Retention Policies: Define how long recordings are kept (30 days for QA, 7 years for compliance, etc.)
Secure Access: Only authorised people can access recordings
Deletion Procedures: Ensure recordings are securely deleted when retention period expires
Automatic call transcription converts recorded calls to text.
Transcription Quality:
Modern AI transcription is accurate for business calls (85-95% depending on audio quality, accents, technical terminology). Specialised models for specific industries (finance, healthcare, legal) improve accuracy. Users can correct transcriptions, and system learns from corrections.
Transcription Uses:
Searchability: You can search call transcripts by keyword. "Find all calls mentioning competitor X" or "Find all calls about billing disputes."
Compliance Proof: Transcripts provide documentation of what was promised or discussed.
Training Material: Transcripts of excellent calls can be extracted and used for training.
Performance Feedback: Agents can listen to their calls and self-evaluate. Managers can provide specific feedback with transcript references.
Conversation Analytics: AI analyses transcripts for metrics like tone/sentiment, topics discussed, agreements made, and issues raised.
Quality Assurance: Managers listen to random calls (30-50 monthly) to assess compliance, politeness, accuracy, and problem-solving. They identify training needs and provide feedback.
Coaching: When an agent has a high complaint rate or poor feedback, managers can listen to their calls to identify specific issues. "You're cutting customers off before they finish explaining their issue. Here's an example from yesterday's call..."
Training Library: Excellent calls are extracted, anonymised (customer names removed), and added to training library. New agents listen to exemplary calls to understand best practices.
Dispute Resolution: If a customer claims they agreed to something they didn't, the recording proves whether they did.
Sentiment analysis uses AI to detect the emotional tone of calls.
Automatic Analysis: The AI analyses speech patterns, word choice, and tone during the call and assigns a sentiment score:
Customer Satisfaction Proxy: Sentiment analysis provides an approximation of customer satisfaction without requiring post-call surveys. Instead of 20% of customers completing surveys, you have sentiment on 100% of calls.
Trend Analysis: Are customers becoming more satisfied or less satisfied over time? Track sentiment trend by agent, department, or issue type.
Problem Identification: If sentiment trend is negative, something is wrong. Investigate: Are issues being resolved? Are wait times too long? Is staff being rude? Is the product/service problematic?
Call Routing: Escalate calls where sentiment turns negative. If a call starts positive but becomes negative mid-conversation, flag for supervisor intervention.
Coaching: Agents with consistently negative sentiment on their calls might need coaching on communication skills or product knowledge.
Topic Detection: AI identifies what calls are about: "Technical Issue," "Billing Question," "Product Inquiry," "Complaint". Track which topics have highest volume. Track sentiment by topic (maybe technical issues have more negative sentiment).
Keyword Detection: Flag calls mentioning specific topics: Competitor names (when mentioned, investigate why), product features (which features are customers asking about?), price concerns (high price mentions might indicate pricing objections), threats to cancel (these require immediate escalation).
Decision Capture: AI detects agreements and commitments: "We agreed you'd send me a quote by Friday" or "I'll implement your suggestion and call back in one week". The system automatically creates tasks for follow-up.
Summary Generation: AI generates brief call summaries. Instead of reading entire transcripts, supervisors see: "Customer called about shipping delay on order 12345. ETA now Tuesday. Customer satisfied with solution."
A real-time dashboard displays current phone system status, updated continuously.
Typical Dashboard Elements:
Call Queue Status:
Agent Status:
Performance Metrics:
Alerts: Abandoned calls exceed threshold? Average wait time exceeds threshold? Staffing critically low?
Benefits of Real-Time Visibility:
Immediate Response: When metrics turn bad, teams see it immediately and can respond. "Wait time suddenly jumped to 10 minutes? Let me see if I can help with calls."
Motivation: Team members who can see real-time metrics understand when they need to go the extra mile. Visible queue length is motivating—team members will work faster when they see a full queue.
Management Visibility: Managers can see exactly what's happening at any moment and make real-time staffing decisions.
Whilst real-time dashboards are for immediate visibility, reports provide deeper analysis and historical tracking.
| Report Type | Purpose | Example Metrics |
|---|---|---|
| Historical Trends | Track performance over time | Call volume by day/week/month, AHT trends, Abandonment rate trends |
| Comparative Reports | Benchmark performance | This week vs last week, Agent A vs Agent B, Department comparisons |
| Detail Reports | Investigate specific issues | Calls handled by agent on specific date, Calls with specific customer |
| Compliance Reports | Ensure regulatory adherence | Calls recorded: Yes/No, Consent obtained, Retention compliance |
| Custom Reports | Business-specific analysis | Total calls from VIP customers, Calls with negative sentiment by department |
Analytics are only valuable if they lead to actionable improvements. Let's explore how to use data to optimise. For comprehensive guidance on connecting your analytics with customer data, read our article on CRM Phone System Integration: How to Connect Your Phone with Customer Data for Better Results.
Problem Identification: Analytics reveal where calls are getting stuck:
Call abandon analysis shows that 40% of abandoned calls happen at the IVR. Customers are hearing the menu, selecting an option, then hanging up. Why?
Investigation: Listen to IVR recordings. The options are confusing. "Press 1 for Services" is vague. Many customers press 1 not knowing what they'll get, then hang up when they realise it's wrong.
Optimisation: Redesign IVR options to be specific: "Press 1 for Help with Your Current Order" is clearer. Result: Abandonment at IVR drops from 40% to 15%.
Analytics show that calls routed to Department X have high abandonment. Why?
Investigation: These calls wait average 8 minutes. Other departments average 3 minutes. The wait time is causing abandonment.
Optimisation Options:
Choose based on business impact vs cost.
Staffing based on call volume:
Analytics show call volume by hour. Use this to schedule appropriately.
Analytics show most calls arrive 9-11 AM and 2-4 PM. Minimal calls 11-2 and after 4 PM.
Scheduling Strategy:
Result: Staffing matches demand. Customers experience reasonable wait times. Staff aren't bored during off-peak times.
First-Call Resolution Focus:
Analytics show first-call resolution rate (percentage of calls resolved without transfer or callback). If FCR is 65%: Why aren't the other 35% being resolved?
Action: Investigate root causes. Address whichever factors are driving low FCR. Expected Outcome: Improve FCR to 75-80%. Result: Customers are happier, costs are lower (fewer repeat calls), agents are more satisfied (they're solving problems).
Sentiment Monitoring:
Track sentiment trends. If sentiment is declining, investigate why.
Problem: Support team sentiment declining. Average sentiment score down 10% this month.
Investigation: Most negative sentiment is around specific product feature that's broken. That's causing customer frustration. Support team is getting blamed for a product problem.
Action: Work with product team to fix issue. Once fixed, support team stops getting customer frustration directed at them.
Expected Outcome: Sentiment recovers. Support team satisfaction improves.
Discover how T2K's VoIP solutions provide advanced analytics, real-time dashboards, and comprehensive reporting to help your business make data-driven decisions.
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With over 25 years’ experience at T2k, Lee began his career as a telecoms engineer before progressing to Sales Director. He leverages his foundational technical knowledge to provide businesses with impartial, expert advice on modern communications, specialising in VoIP and cloud telephony. As a primary author for T2k, Lee is dedicated to demystifying complex technology for businesses of all sizes.