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To track productivity

M

mithil1

Member
Hi Guys,

I want to build a model in Excel to track the employee productivity and if there is a need to expand the team. Just thought if anyone of you have done something similar in Excel and what model should I come up with.

Looking forward to hear the new ideas!
 
That's a bit too generic of a question to give you something solid.

Basic questions to ask yourself/boss.
  1. Who is going to use this workbook?
    1. Is it limited to the reporting user?
    2. Or will this workbook need to be used by multiple users for data entry as well.
  2. What are key metrics related to productivity that need to be measured?
    1. Adherence, shrinkage, transaction/hour etc
    2. What are threshold values for those metrics and how to flag when an individual falls below.
You'll probably want to check dashboard articles at Chandoo.org. I'm sure you'll find at least one that will suite your need with minor modification.

http://chandoo.org/wp/excel-dashboards/examples/
 
Thanks for the link. Yes, its a generic question but this is related to call center data. Trying to analyse what's the conversion rate from a New Lead to Registration(becoming a customer)
 
Right, so is the data brought in from external source? Or data entry is done directly into Excel?

If former, first step is to identify all the source. Will it be from single source or multiple? If multiple source, what information/fields are available to tie data together.

For an example, is call stats fed directly into CRM for lead generation? Or are these separate system? If separate, does call stat have queue which distinguishes lead queue to existing customer queue? etc etc.

Once all these are considered, you'll then create single table or data model that collects all relevant information. Using this table/model, you'll then design visuals and KPIs that tell a story.
 
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