How to Create an Accurate and Useful Call Center Quality Monitoring Scorecard? Pro Tips

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Call quality monitoring is an important and integral part of a call center workflow. How to make it more efficient and accurate, using evaluation forms? What should you keep in mind when creating every call center agent scorecard template? We’ve tried to outline these and other aspects below.

Why Do You Need Call Quality Monitoring

First of all, let’s try to find out why you need call quality monitoring. It allows you to achieve several business goals:

  • To define agents that may need assistance. It’s especially important now when most of the call centers have switched to remote mode. When working in the office, your manager can notice who needs help when they have just made a mistake and then tap into the line to support them. In WFH mode, it is much harder to do so call quality monitoring definitely makes sense. Your managers or supervisors can select recorded calls and assess them using pre-defined criteria. The monitoring allows them to define the agent’s most common mistakes and tell this employee what they need to improve.
  • To find the best call examples. Experts recommend using call quality monitoring to select “golden calls” that may be used for training purposes. 
  • To test call scripts. Is your outbound call script good for selling this particular product or service? Do you need to add or remove some questions from the script for customer service? Do these objections handling methods work well with these goods or services? Call quality monitoring may answer these questions.

What Is a Call Quality Monitoring Form?

Call quality monitoring form or call assessment form is a tool that quality assurance analysts use to assess the agents’ adherence to the service standards. It helps them to evaluate how employees handle conversations with customers based on predefined criteria. 

What Criteria Should You Include?

The choice of criteria may depend on a particular department (sales, customer support, etc). That’s why we will outline those that are the common for different areas:


  • The agent followed the greeting script.
  • The agent adapted their greeting for the transferred call.
  • The agent introduced themselves to the customer.
  • The agent mentioned the company name.
  • The agent warned the customer that the call is being recorded.
  • The agent asked for the caller’s name at the start of the conversation.
  • The agent thanked the customer for calling.
  • The agent offered help to the caller.

Account Verification

  • Did the agent verify the customer’s account by asking appropriate questions (first and last name of the customer, account number, transaction number, etc)?
  • Did the agent access the caller’s account accurately with the information provided?
  • Did the agent adapt the verification questions to the transferred call?

Contact Information Confirmation

The agent asked the customer to tell their contact information in accordance with the procedure (the customer’s name, company name, telephone number, email address, etc)

Problem Solving Abilities

  • Apologizing for the inconvenience and other issues, associated with the problem
  • Taking ownership of the problem (instead of saying or implying that it’s a customer’s fault at once) 
  • Asking relevant questions that help to define the problem
  • Informing the customer about when their issue will be resolved approximately
  • Providing the customer with the most appropriate solution
  • Confirming that the problem was solved or the transaction was completed

Adherence to Protocol

Check if the agent carries out all the protocol requirements, for example:

  • Providing the customer with accurate information about the agent’s location if the customer asked about that
  • Updating the customer’s contact information in CRM and other business tools
  • Entering all the important information in the notes of the call
  • Using opportunities to upsell and cross-sell
  • Informing the colleagues of some new bug, issue, or product defect detected and so on.

Call Handling Skills

Check if your agent sticks to procedures when they need to:

  • Put the customer on hold
  • Transfer a call to more experienced colleagues
  • Conference a colleague in
  • Escalate a call to their supervisor.

Customer Service Quality

  • Using the customer’s name during the call
  • Summarizing the main points of the caller’s issue before offering a solution
  • Placing the caller on hold only after their permission has been given
  • Transferring the call when necessary
  • Answering the customer’s question correctly

Call Center Etiquette

  • Proper pronouncing of the caller’s name
  • Friendly and polite tone of voice 
  • Avoidance of using professional jargon
  • Active listening skills

Script Compliance

  • Adherence to call script
  • Ability to adapt the call script and deviate from it when necessary


  • Adherence to call closure script and guidelines (the agent agreed upon follow-up, asked customer if they need some extra assistance, etc)


  • Contacting the customer within the agreed timeframe
  • Adherence to follow-up procedures (introducing themselves, informing the customer about the reason for the call, addressing their questions, etc).

Sample Call Quality Monitoring Form

Voiptime Cloud call center solution allows you to monitor and assess call quality with the help of customizable scorecards. You can evaluate the call quality, using your own criteria, and grading the overall agent’s performance during the conversation from 1 to 100. Let’s see how the call center agent scorecard template looks in the sample below.

Scorecard in Voiptime Contact Center software

Img. Scorecard in Voiptime Contact Center software

As you can see, every item has three assessment options: maximum value, half of the value, or zero value (0). Also, you may not take the item into account at all by choosing the option n/a (Not applicable). 

Common mistakes

Call center quality assurance is quite a complicated process. As you’ve seen from above, there are quite a few criteria that should be included. So it’s no surprise that people make mistakes when creating evaluation forms. We’ve outlined the most common of them below.

  • One form for different calls or departments. Different types of calls should have different criteria for assessment. You can’t measure your sales reps by the same form as customer service agents. There’s nothing to be gained from such an assessment because it gives you a distorted picture. 
  • Too many metrics. This is too confusing both for your agents and quality analysts. When you have too many KPIs in the evaluation form it will distract your agents. They won’t understand what metrics are most important and it can negatively affect their performance. Why? Because it is too hard to focus on customers when you have to hit many targets at once. Experts recommend using less than 15 metrics in one form. It is no use making a call center agent’s job even more stressful than it is. 
  • Too inflexible. Requiring that every metric be hit at a specific point in the call restricts the natural flow of conversations. Such a rigid script makes your agent sound like a robot that is not pleasant for customers. Yes, it’s ok when a rep informs a customer about a call being recorded in the first few minutes of a conversation. But it doesn’t mean that you should make them stick to every word and phrase in the call script. 
  • Too vague requirements. Write your call center evaluation form in clear language. There should be no room for misinterpretation. Questions like “How good was the greeting?” may only confuse people since everyone has their own definition of a good greeting. 
  • Unrealistic metrics. Your agents can’t control everything. For example, a customer’s happiness is definitely beyond their control. Some customers call just to let off steam and there’s no way to satisfy their needs. It is better to include customer effort or customer satisfaction in a call review template because these metrics allow you to see how well the agent did their job. 


A performance review is not an easy task but it pays off in the end because it may give you valuable insights on how to improve quality in the call center. Voiptime Cloud call monitoring software can make the evaluation process more accurate and flexible. Contact us and we will show you how your call center quality monitoring form may look like.

Tanya Gonchar

Expert in call center process automation, Head of Marketing at Voiptime Cloud. Interested in customer service, B2B sales, marketing, business analysis.

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