Development Coaching Tool

📊 Get Started

📤 Upload Metrics Data

Copy/Paste the data from PowerBI into the box below. Enter date range. You'll manage your team in the Manage Data section.

PowerBI Data:

Period Type:

Year-End Target Profile:

Use this when uploading year-end data that should follow 2025 targets.

Week Ending (Saturday):

Week runs Sunday - Saturday

✅ Data Uploaded Successfully!

Click "📈 Metric Trends" at the top to generate trend emails.

💬 Upload Sentiment Data

Upload sentiment analysis reports for ONE associate. You can upload all 3 files at once.

Select Associate:

Pull Date:

Data represents the 14 days prior to this date

Upload Files (CSV or Excel):

➕ Positive Language:

➖ Avoiding Negative Language:

🎭 Managing Emotions:

💌 Coaching & Analysis

Generate weekly coaching check-ins based on the latest uploaded data.

Select Associate:

📊 Latest Performance Snapshot

✅ Exceeding / Meeting Goal

⚠️ Focus Areas

🗂️ Coaching History

🤖 CoPilot Prompt

Click below to generate and copy the prompt. Paste into CoPilot to draft the email.

📝 Verint Coaching Summary

Quick summary format ready to paste into Verint coaching notes.

📧 Generate Outlook Email

Paste the CoPilot response below, then generate the Outlook email.

Generate two year-end response boxes (accomplishments + future improvement), with a Copilot-ready prompt.

🗓️ Year-End Setup

Select Associate:

Review Year:

Year-End Status:

📊 Year-End Snapshot

📍 On/Off Track Mirror (Excel Logic)

✅ Positive Highlights

⚠️ Improvement Areas

🎯 Annual APS Goals

Defaults are set to Meeting. Mark any yearly goal that was not met and add details when needed.

✍️ Year-End Notes Input

Positives to Highlight:

Improvement Areas Needed:

Additional Context / Associate Response (optional):

🗣️ Verbal Review Summary

Fill in the three boxes, then generate a ready-to-read verbal summary.

Performance Rating (Successful/Unsuccessful):

Merit Increase (% and New Salary):

Incentive/Bonus Amount:

🤖 Year-End Copilot Prompt

Generate and open in Copilot, then paste the response below for one-click copy into notes.

📋 Final Notes Output

Paste Copilot's result here, then click copy to paste directly into employee notes.

Calculate On/Off Track status using the Excel mirror KPI logic without opening Year-End comments.

📍 On/Off Tracker Setup

Select Associate:

Review Year:

📊 On/Off Track Result

Sentiment analysis content will appear here when you click the Sentiment button above.

Metric trends content will appear here when you click the Metric Trends button above.

Trend intelligence content will appear here when you click the Trend Intelligence button above.

Log call listening feedback, generate a Copilot prompt with Oscar context, and open an Outlook email draft.

🎧 Call Listening Setup

Select Associate:

Call Date:

Call Ref (optional):

📝 Call Feedback Input

What went well:

Improvement opportunities:

Oscar / Knowledge Base URL (optional):

Relevant information to include (optional):

Additional manager notes (optional):

🤖 Call Listening Copilot Prompt

Generate and copy a Copilot prompt using your feedback, Oscar URL, and relevant context.

📧 Generate Outlook Email

Paste Copilot's drafted message below, then generate an Outlook email.

🗂️ Call Listening History

💡 Manage Coaching Tips

Create and manage reusable coaching tips for your associates.

➕ Add New Tip

Tip Title:

Tip Content:

📋 Your Tips

📈 Metric Trend Reports

Generate trend summary emails showing associate performance vs call center averages and week-over-week changes.

⚠️ No Data Available

Please upload weekly data first using the 📤 Upload Data tab to use this feature.

📊 Call Center Averages

View the call center average metrics for your selected period.

Select Period Type:

📅 Week 📆 Month 📊 Year-to-Date

📋 Select Period:

Type:

From:

To:

Adherence (%):

Overall Experience (%):

Rep Satisfaction (%):

FCR (%):

Transfers (%):

Sentiment (%):

Positive Word (%):

Avoiding Negative Words (%):

Managing Emotions (%):

AHT (seconds):

ACW (seconds):

Hold Time (seconds):

Reliability (hours):

✉️ Generate Trend Email

1. Select Period:

2. Select Employee:

3. Nickname (Optional): Leave blank to use their full name

4. Sentiment Data (Optional): Select a sentiment snapshot to include in coaching email

📊 Employee Metrics (Auto-populated - Edit if needed)

🐞 Debug Panel

Use this panel to compare data, environment, and error logs between machines.

Environment

Data Snapshot

Recent Errors

💬 Sentiment & Language Summary

Generate sentiment coaching summaries for associates with uploaded sentiment data.

📊 Generate Sentiment Summary

Generate a coaching summary from uploaded sentiment data. Use the "💬 Upload Sentiment" button on the Home page to upload new data.

📋 Coaching Summary

🗄️ Manage Data

View employees, manage coaching tips, backup, restore, or delete your data.

🔄 Repo Auto-Sync & Excel Access

Manage app-wide auto-sync to GitHub and open generated Excel files from one place.

Auto-Sync Worker URL:

Auto-sync on save

Sync Shared Secret (optional):

Upload Files to Repo:

Select one or more files to upload into the repo.

Restore source is repo backup JSON. Excel file is for reporting/view only.

👥 Team Members & Employees

View employees and check/uncheck team members to show or hide them in coaching, trends, and emails. Leave all unchecked to show everyone.

Active Team Filter: Loading…

👥 View Employees

Use the checkbox beside each associate name to include/exclude them from coaching, trends, and PTO views.

No employees yet. Add one above!

🗓️ Delete Associate Year Data

Delete one associate's data for a specific review year (example: Marietta, 2026).

Associate:

Review Year:

💾 Backup & Restore

Export your data to JSON backup file (includes sentiment data) or restore from a previous backup.

🗑️ Delete Individual Week

Select Week to Delete:

🗑️ Delete Sentiment Data

Select Employee/Date to Delete:

⚠️ Danger Zone

This will permanently delete ALL uploaded data and coaching history. This action cannot be undone!

Coaching tips content will appear here when you click the Coaching Tips button above.

🗄️ Sentiment Phrase Database

Manage your approved phrase banks for sentiment analysis. Edit phrases and save changes.

Positive Phrases (A = Associate)

Positive Phrases (C = Customer)

Negative Phrases (A = Associate)

Negative Phrases (C = Customer)

Managing Emotions Phrases (Customer Heightened Cues)

No phrase database saved yet.

👤 Associate Sentiment Snapshots

View saved sentiment snapshots for each associate by timeframe. These are automatically saved when you upload sentiment data.

No sentiment snapshots saved yet. Upload sentiment data to create snapshots.

🕒 PTO / Time-Off Tracker

Track PTO hours with carryover + earned, log missed dates by PTO type, and flag attendance policy when PTO unplanned exceeds 16 hours.

Associate:

Carryover Hours:

Earned This Year (Hours):

Reliability Hours Against (from metrics):

Add Missed Time Entry

Date Missed:

Hours Missed:

Use decimal hours: 4.5 = 4h 30m, 4.75 = 4h 45m.

Type:

Notes:

Assign Reliability Week to Day(s)

Week with Reliability Hours:

Hours per Selected Day:

Quarter-hour format (0.25 steps), e.g., 4.5 or 4.75.

Reason Type:

Notes:

Summary

Time-Off Entries

Attendance / PTO Email

📊 Trend Intelligence

📈 Yearly Individual Summary

Select Associate:

Period: Year-to-Date (YTD)

Summary	Adherence	Experience	FCR	Transfers	Red Flags	Phishing

Metric Comparison vs Center Average & Target

🧠 Supervisor Intelligence

📈 Trend Intelligence & Coaching Hub

Analyze trends across your team or for individual coaching. Select "All Team Members" for group insights, or choose a specific employee for personalized coaching.

📊 Team-Wide Analysis Mode

Compare:

Employee:

📊 Metric Trends

🎉 Recognition Intelligence

📈 Coaching Impact Tracker

🧭 Coaching Load Awareness

📌 Weekly Priority Queue

📝 Prep for 1:1 (Supervisor Only)

Select Associate:

🛡️ Safety & Compliance Alerts

📌 Follow Up

Use this section for follow-up to-dos and red flag coaching actions.

🗂️ To-Do Follow Up

To-Do Type:

Associate Name:

Customer Account:

Customer Name:

Reason To-Do Was Declined:

Correct Process:

📧 Follow Up Email Preview

🚩 Red Flag Coaching

Generate coaching emails for compliance violations, such as not following Experian verification procedures.

➕ Create Red Flag Coaching Email

Associate Name:

Customer Name:

Account Number:

Red Flag Reason/Details: Examples: "Failed KIQ (JAH ADDED WITHOUT ID)", "Added user without Picture ID", "Completed order before Experian verification"

📊 Get Started

📤 Upload Metrics Data

✅ Data Uploaded Successfully!

💬 Upload Sentiment Data

Upload Files (CSV or Excel):

💌 Coaching & Analysis

📊 Latest Performance Snapshot

✅ Exceeding / Meeting Goal

⚠️ Focus Areas

🗂️ Coaching History

🤖 CoPilot Prompt

📝 Verint Coaching Summary

📧 Generate Outlook Email

🗓️ Year-End Setup

📊 Year-End Snapshot

📍 On/Off Track Mirror (Excel Logic)

✅ Positive Highlights

⚠️ Improvement Areas

🎯 Annual APS Goals

✍️ Year-End Notes Input

🗣️ Verbal Review Summary

🤖 Year-End Copilot Prompt

📋 Final Notes Output

📍 On/Off Tracker Setup

📊 On/Off Track Result

🎧 Call Listening Setup

📝 Call Feedback Input

🤖 Call Listening Copilot Prompt

📧 Generate Outlook Email

🗂️ Call Listening History

💡 Manage Coaching Tips

➕ Add New Tip

📋 Your Tips

📈 Metric Trend Reports

📊 Call Center Averages

✉️ Generate Trend Email

📊 Employee Metrics (Auto-populated - Edit if needed)

🐞 Debug Panel

Environment

Data Snapshot

Recent Errors

💬 Sentiment & Language Summary

📊 Generate Sentiment Summary

📋 Coaching Summary

🗄️ Manage Data

🔄 Repo Auto-Sync & Excel Access

👥 Team Members & Employees

👥 View Employees

🗓️ Delete Associate Year Data

💾 Backup & Restore

🗑️ Delete Individual Week

🗑️ Delete Sentiment Data

⚠️ Danger Zone

🗄️ Sentiment Phrase Database

👤 Associate Sentiment Snapshots

🕒 PTO / Time-Off Tracker

Add Missed Time Entry

Assign Reliability Week to Day(s)

Summary

Time-Off Entries

Attendance / PTO Email

📊 Trend Intelligence

📈 Yearly Individual Summary

Metric Comparison vs Center Average & Target

🧠 Supervisor Intelligence

📈 Trend Intelligence & Coaching Hub

📊 Metric Trends

🎉 Recognition Intelligence

📈 Coaching Impact Tracker

🧭 Coaching Load Awareness

📌 Weekly Priority Queue

📝 Prep for 1:1 (Supervisor Only)

🛡️ Safety & Compliance Alerts

📌 Follow Up

🗂️ To-Do Follow Up

📧 Follow Up Email Preview

🚩 Red Flag Coaching

➕ Create Red Flag Coaching Email

📧 Email Preview