Development Coaching Tool

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Upload 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:

What are you uploading?

YTD ending date:

Pick the last day the YTD data covers (Jan 1 → this date).

Day:

Defaults to yesterday. Daily rows are ephemeral. They're purged when the weekly upload for that week arrives.

Year-End Target Profile:

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

Data Uploaded Successfully!

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

What we saw in the paste

Run a scan across all uploads to surface anomalies and data quality issues.

Local storage usage

Last upload: - at -

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 summary from these reports

Today

Loading the year to date...

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.

Opening, read to everyone this review year:

{name} and {year} fill in for each associate. Saved for the review year above as you type.

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

Copilot Prompt

Generate mid-year review comments (for Success Factors) using the On/Off Track KPI logic. Tone sharpens automatically based on how many KPIs the associate is meeting.

Mid-Year Review Setup

Select Associate:

Review Year:

Status:

What they're working on / development notes (optional):

Saved automatically per associate. Woven into the review to recognize their growth and contributions.

Mid-Year Copilot Prompt (paste into Success Factors)

✅ Posted to Success Factors

Paste The Call

Associate

Call Date

Call Time

✅ What went well

🔧 What to work on

📘 Oscar steps optional

📝 Copilot's summary

All three buttons save the call to history.

More the full read of the call, QA form, email options, history, read again, clear 🗂️ Saved calls

The Full Read

Call Ref (optional, goes in the Verint note)

QA form, answered from the transcript

Every line below is read off the call. Anything the transcript cannot show says so instead of guessing. Check it before you submit the review.

What her numbers say, answered from her calls

The metrics she is missing that these calls can actually speak to. Click one to see what the calls show and what to ask her to try.

Language, against the scored phrase lists

Read off the call using the Verint phrase lists in Settings, matched to the side that said them. Positive and negative phrases are what the associate is graded on, so these are the exact words that move those scores.

Open the email in Outlook paste Copilot's email here and it opens addressed to the associate

Oscar / Knowledge Base URL

Additional manager notes

Guidance for the wording. This one is not put in front of the associate.

Call Listening History

Everything Saved In Memory

Every call stored for the associate on screen. Click a call to read the transcript and the notes saved with it, or load it back into the form to work on. Earlier versions of this page saved a log automatically when a prompt was generated or a Verint note copied, so calls can appear here that you did not save by hand. Remove anything that should not be feeding the coaching.

Everyone, not just this associate

See where every employee ranks using the On/Off Track scoring system. Your team members are highlighted.

Loading center rankings...

See what your team members need to average for the rest of the year to meet or exceed goals.

Loading futures projections...

Prepare for quarterly performance conversations with data-driven talking points and CoPilot-generated conversation guides.

Loading review prep...

Center

Team trend summary

A Copilot prompt and an email draft about the whole team for one week: what improved, what slipped, and where to focus.

People

Associate

One-to-One Meeting Prep

Pick who and when. The numbers come argued: the year so far, last month, the last few weeks, and what has moved since you last sat down. Add your own notes and save it, and the next meeting opens against this one.

Manage Coaching Tips

Create and manage reusable coaching tips for your associates.

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:

Daily 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 (total hours):

Center Headcount:

Used to calculate per-person reliability

Trend email: metrics picture and coaching follow-up

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

Settings

Team members, coaching tips, sync, backup, and data management.

Cloud Sync

Settings

Worker URL:

Auto-sync on save

This is my Work PC (source of truth)

Excel & File Access

Upload Files to Repo:

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

Backup & Restore

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

Cloud sync

Keeps this machine and your other one in step. Each change is sent on its own, so two machines editing different things never overwrite each other.

Checking...

Restore from an earlier day

Every sync saves a dated copy to cloud storage, and those are never deleted. Use this when the most recent copy is the one with the problem.

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!

Inactive associates

Anyone on the roster with no numbers for 30 days is set aside: listed last in pickers and left out of the contest grid. Their history is kept. They come back on their own when an upload has them, or press Reinstate for someone on FMLA or leave.

Open this tab after your data loads to see who is set aside.

Copy on coaching emails

Every coaching, call listening and follow-up draft opens with this address on CC. Leave it blank for no CC.

Associate address pattern

Fills the To: field on coaching drafts so you are not typing an address every time. Use {first}, {last}, {f} and {l}, where the last two are initials. Example: {first}.{last}@aps.com. Where the pattern is wrong for someone, correct the To: field on the draft and it is remembered for them.

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

Delete Individual Period

Select Period to Delete:

Delete Sentiment Data

Select Employee/Date to Delete:

Delete Associate Year Data

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

Associate:

Review Year:

Backup Metric Data

Download a JSON file of every uploaded period (weekly + YTD) so you can restore it later if needed. Does not include coaching history, team selections, or tips. Only the raw metric uploads.

Clear Drift Baseline

Uploads are checked against the last upload of the same kind, so a report that suddenly loses columns gets stopped before it overwrites good data. If your report legitimately changed shape, clear the baseline and the next upload of each kind sets a fresh one. Uploaded data is not touched.

Reset Metric Data

Wipe every uploaded period (weekly + YTD) so you can start fresh with the new dropdown-driven upload flow. Keeps coaching history, team members, tips, attendance, and pattern memory intact. Back up first.

Danger Zone

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

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 (C: customer only, A: associate only, no tag: either side)

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.

Payroll Time-Off Tracker

View and manage PTO data. Upload files in the Upload section.

Associate:

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

1) Choose Trend Cadence

Compare:

Employee:

Multi-Period Tracker

Metric Trends

Coaching Impact Tracker

Weekly Priority Queue

Follow Up

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

To-Do Follow Up

To-Do Type:

Associate Name:

Follow-Up History

Follow Up Email Preview

Survey Feedback Coaching

Paste raw survey ticket data below to extract key fields and generate a Copilot coaching prompt.

Paste Raw Survey Data:

Extracted Data

Copilot Prompt

QA Coaching

Paste the Verint coaching session (one or several), or pick the associate and type QA's notes.

Paste from Verint:

Associate:

Reason for coaching:

What QA noticed: For next time (one per line): What went well (optional):

Email

For an Outlook read receipt, tick Options, Request a Read Receipt in the draft. The email also asks them to reply "Got it".

Sent

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"

Email Preview

Team Performance Snapshot

Generate shareable performance graphics for your team chat. Select a period, review data, enter center averages, and create a visual snapshot.

Step 1: Select Period

All Daily Weekly Monthly YTD

Select a period above to preview team data.

Enter center averages in the blue row above (optional), then generate your snapshot.

Exclude absent employees (0 calls)