Enter data as per the process requirement

Formulae / do not edit

Customize Sheet
The sum of all weightages should not exceed 100%
SLA is the minimum requirement or the client SLA
Max is the highest score ever achieved or the highest one can achieve
Data Sheet
Enter Agent Names only in Month 1, it will automatically replicate for Month 2 and 3
Agent PMI / KRA Sheets
Every time you change the name of the agent in 'Data Sheet', the appropriate 'Agent PMI / KRA Sheet' will update the agent name automatically
Every time the above is done, please go the respective sheet, hit F2 on the agent name and press enter. This will auto update the sheet name with the agent name.
THIS SHEET CAN BE USED ONLY FOR 17 AGENTS MAX.
Every time you change the name of the agent in 'Data Sheet', the appropriate 'Agent PMI / KRA Sheet' will update the agent name automatically
Every time the above is done, please go the respective sheet, hit F2 on the agent name and press enter. This will auto update the sheet name with the agent name.
Process Name Manager/TL
Define Goals
Objective Parameters Weightage SLA Max Difference
Productivity 10.00% 80 160 80
Finanical Accuracy 10.00% 99% 100% 1%
Procedural Accuracy 10.00% 98% 100% 2%
Payment Accuracy 10.00% 95% 100% 5%
Knowledge Check 10.00% 90% 100% 10%
Define Goals
People Parameters Weightage Select SLA Max
Leaves 10.00% Quaterly 0.00 6.00
Unauthorized Absence 10.00% 0.00 2.00
NCNS
Tardies 10.00% 0.00 3.00
Define Goals
Subjective Parameters Weightage Difference
Reports 5.00%
Process Improvement 5.00%
Initiatives 5.00%
Innovation 5.00%
Total 100.00%
Define Goals
Objective Parameters Weightage SLA Max Difference
Productivity
Finanical Accuracy
Procedural Accuracy
Payment Accuracy
Knowledge Check
Define Goals
People Parameters Weightage Select SLA Max
Leaves
Unauthorized Absence
NCNS
Tardies
Month 2
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Month 1
Define Goals
Subjective Parameters Weightage Difference
Reports
Process Improvement
Initiatives
Innovation
Total 0.00%
Define Goals
Objective Parameters Weightage SLA Max Difference
Productivity
Finanical Accuracy
Procedural Accuracy
Payment Accuracy
Knowledge Check
Define Goals
People Parameters Weightage Select SLA Max
Leaves
Unauthorized Absence
NCNS
Tardies
Define Goals
Subjective Parameters Weightage Difference
Reports
Process Improvement
Initiatives
Innovation
Total 0.00%
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3.00 4.00 5.00
Band 1 Band 2 Band 3
80.00 96.00 144.00
99.00% 99.20% 99.80%
98.00% 98.40% 99.60%
95.00% 96.00% 99.00%
90.00% 92.00% 98.00%
3.00 4.00 5.00
Difference Band 1 Band 2 Band 3
6 6.00 4.80 1.20 Quaterly Monthly
2.00 2.00 1.60 0.40
Even 1 occurrence will zero out the whole month score
3.00 3.00 2.40 0.60
3.00 3.75 4.25 5.00
Band 1 Band 2 Band 3 Band 4 A Average
A ME EE OS ME Meets Expectations
A ME EE OS EE Exceeds Expectations
A ME EE OS OS Outstanding
A ME EE OS
3.00 4.00 5.00
Band 1 Band 2 Band 3
3.00 4.00 5.00
Difference Band 1 Band 2 Band 3
Define Points
Define Points
Legend
Define Points
Define Points
Define Points
3.00 3.75 4.25 5.00
Band 1 Band 2 Band 3 Band 4
A ME EE OS
A ME EE OS
A ME EE OS
A ME EE OS
3.00 4.00 5.00
Band 1 Band 2 Band 3
3.00 4.00 5.00
Difference Band 1 Band 2 Band 3
3.00 3.75 4.25 5.00
Band 1 Band 2 Band 3 Band 4
A ME EE OS
A ME EE OS
A ME EE OS
A ME EE OS
Define Points
Define Points
Define Points
Define Points
Even 1 occurrence will zero out the whole month score
Agent Name Productivity
Finanical
Accuracy
Procedural
Accuracy
Payment
Accuracy
Agent 1
Agent 2
Agent 3
Agent 4
Agent 5
Agent 6
Agent 7
Agent 8
Agent 9
Agent 10
Agent 11
Agent 12
Agent 13
Agent 14
Agent 15
Agent 16
Agent 17
Agent Name Productivity
Finanical
Accuracy
Procedural
Accuracy
Payment
Accuracy
Agent 1
Agent 2
Agent 3
Agent 4
Agent 5
Agent 6
Agent 7
Agent 8
Agent 9
Agent 10
Agent 11
Agent 12
Agent 13
Agent 14
Agent 15
Agent 16
Agent 17
Agent Name Productivity
Finanical
Accuracy
Procedural
Accuracy
Payment
Accuracy
Agent 1
Month 1
Month 2
Month 3
Agent 2
Agent 3
Agent 4
Agent 5
Agent 6
Agent 7
Agent 8
Agent 9
Agent 10
Agent 11
Agent 12
Agent 13
Agent 14
Agent 15
Agent 16
Agent 17
Knowledge
Check
Leaves
Unauthorized
Absence
NCNS Tardies Reports
Process
Improvement
Initiatives
Knowledge
Check
Leaves
Unauthorized
Absence
NCNS Tardies Reports
Process
Improvement
Initiatives
Knowledge
Check
Leaves
Unauthorized
Absence
NCNS Tardies Reports
Process
Improvement
Initiatives
Month 1
Month 2
Month 3
Innovation PMI Score
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
Innovation PMI Score
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
Innovation PMI Score
0.00
Month 1
Month 2
Month 3
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
A
ME
EE
OS
Agent Name Agent 1
Achieved Score Achieved
Productivity
Finanical Accuracy
Procedural Accuracy
Payment Accuracy
Knowledge Check
Leaves
Unauthorized Absence
NCNS
Tardies
Reports
Process Improvement
Initiatives
Innovation
0.00
3.0 and above
4.75 3000/-
4.25-4.74 2000/-
3.5-4.24 1500/-
3.0-3.49 750/-
B
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Score
Agent KRA / PMI Sheet
KRA
Month 1 Month 2
Manager/TL 0
Score Achieved Score
0.00 0.00 0.00
Average
Agent KRA / PMI Sheet
Month 2 Month 3
A
ME
EE
OS
Agent Name Agent 2
Achieved Score Achieved
Productivity
Finanical Accuracy
Procedural Accuracy
Payment Accuracy
Knowledge Check
Leaves
Unauthorized Absence
NCNS
Tardies
Reports
Process Improvement
Initiatives
Innovation
0.00
3.0 and above
4.75 3000/-
4.25-4.74 2000/-
3.5-4.24 1500/-
3.0-3.49 750/-
Agent KRA / PMI Sheet
KRA
Month 1 Month 2
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Score
Manager/TL 0
Score Achieved Score
0.00 0.00 0.00
Agent KRA / PMI Sheet
Month 2 Month 3
Average
A
ME
EE
OS
Agent Name Agent 3
Achieved Score Achieved
Productivity
Finanical Accuracy
Procedural Accuracy
Payment Accuracy
Knowledge Check
Leaves
Unauthorized Absence
NCNS
Tardies
Reports
Process Improvement
Initiatives
Innovation
0.00
3.0 and above
4.75 3000/-
4.25-4.74 2000/-
3.5-4.24 1500/-
3.0-3.49 750/-
Agent KRA / PMI Sheet
KRA
Month 1 Month 2
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Score
Manager/TL 0
Score Achieved Score
0.00 0.00 0.00
Agent KRA / PMI Sheet
Month 2 Month 3
Average
A
ME
EE
OS
Agent Name Agent 4
Achieved Score Achieved
Productivity
Finanical Accuracy
Procedural Accuracy
Payment Accuracy
Knowledge Check
Leaves
Unauthorized Absence
NCNS
Tardies
Reports
Process Improvement
Initiatives
Innovation
0.00
3.0 and above
4.75 3000/-
4.25-4.74 2000/-
3.5-4.24 1500/-
3.0-3.49 750/-
Agent KRA / PMI Sheet
KRA
Month 1 Month 2
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Score
Manager/TL 0
Score Achieved Score
0.00 0.00 0.00
Agent KRA / PMI Sheet
Month 2 Month 3
Average
A
ME
EE
OS
Agent Name Agent 5
Achieved Score Achieved
Productivity
Finanical Accuracy
Procedural Accuracy
Payment Accuracy
Knowledge Check
Leaves
Unauthorized Absence
NCNS
Tardies
Reports
Process Improvement
Initiatives
Innovation
0.00
3.0 and above
4.75 3000/-
4.25-4.74 2000/-
3.5-4.24 1500/-
3.0-3.49 750/-
Agent KRA / PMI Sheet
KRA
Month 1 Month 2
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Score
Manager/TL 0
Score Achieved Score
0.00 0.00 0.00
Agent KRA / PMI Sheet
Month 2 Month 3
Average
A
ME
EE
OS
Agent Name Agent 6
Achieved Score Achieved
Productivity
Finanical Accuracy
Procedural Accuracy
Payment Accuracy
Knowledge Check
Leaves
Unauthorized Absence
NCNS
Tardies
Reports
Process Improvement
Initiatives
Innovation
0.00
3.0 and above
4.75 3000/-
4.25-4.74 2000/-
3.5-4.24 1500/-
3.0-3.49 750/-
Agent KRA / PMI Sheet
KRA
Month 1 Month 2
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M
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Score
Manager/TL 0
Score Achieved Score
0.00 0.00 0.00
Agent KRA / PMI Sheet
Month 2 Month 3
Average
A
ME
EE
OS
Agent Name Agent 7
Achieved Score Achieved
Productivity
Finanical Accuracy
Procedural Accuracy
Payment Accuracy
Knowledge Check
Leaves
Unauthorized Absence
NCNS
Tardies
Reports
Process Improvement
Initiatives
Innovation
0.00
3.0 and above
4.75 3000/-
4.25-4.74 2000/-
3.5-4.24 1500/-
3.0-3.49 750/-
Agent KRA / PMI Sheet
KRA
Month 1 Month 2
B
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P
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M
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Score
Manager/TL 0
Score Achieved Score
0.00 0.00 0.00
Agent KRA / PMI Sheet
Month 2 Month 3
Average
A
ME
EE
OS
Agent Name Agent 8
Achieved Score Achieved
Productivity
Finanical Accuracy
Procedural Accuracy
Payment Accuracy
Knowledge Check
Leaves
Unauthorized Absence
NCNS
Tardies
Reports
Process Improvement
Initiatives
Innovation
0.00
3.0 and above
4.75 3000/-
4.25-4.74 2000/-
3.5-4.24 1500/-
3.0-3.49 750/-
Agent KRA / PMI Sheet
KRA
Month 1 Month 2
B
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M
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Score
Manager/TL 0
Score Achieved Score
0.00 0.00 0.00
Agent KRA / PMI Sheet
Month 2 Month 3
Average
A
ME
EE
OS
Agent Name Agent 9
Achieved Score Achieved
Productivity
Finanical Accuracy
Procedural Accuracy
Payment Accuracy
Knowledge Check
Leaves
Unauthorized Absence
NCNS
Tardies
Reports
Process Improvement
Initiatives
Innovation
0.00
3.0 and above
4.75 3000/-
4.25-4.74 2000/-
3.5-4.24 1500/-
3.0-3.49 750/-
Agent KRA / PMI Sheet
KRA
Month 1 Month 2
B
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P
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M
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Score
Manager/TL 0
Score Achieved Score
0.00 0.00 0.00
Agent KRA / PMI Sheet
Month 2 Month 3
Average
A
ME
EE
OS
Agent Name Agent 10
Achieved Score Achieved
Productivity
Finanical Accuracy
Procedural Accuracy
Payment Accuracy
Knowledge Check
Leaves
Unauthorized Absence
NCNS
Tardies
Reports
Process Improvement
Initiatives
Innovation
0.00
3.0 and above
4.75 3000/-
4.25-4.74 2000/-
3.5-4.24 1500/-
3.0-3.49 750/-
Agent KRA / PMI Sheet
KRA
Month 1 Month 2
B
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M
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Score
Manager/TL 0
Score Achieved Score
0.00 0.00 0.00
Agent KRA / PMI Sheet
Month 2 Month 3
Average
A
ME
EE
OS
Agent Name Agent 11
Achieved Score Achieved
Productivity
Finanical Accuracy
Procedural Accuracy
Payment Accuracy
Knowledge Check
Leaves
Unauthorized Absence
NCNS
Tardies
Reports
Process Improvement
Initiatives
Innovation
0.00
3.0 and above
4.75 3000/-
4.25-4.74 2000/-
3.5-4.24 1500/-
3.0-3.49 750/-
Agent KRA / PMI Sheet
KRA
Month 1 Month 2
B
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P
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M
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Score
Manager/TL 0
Score Achieved Score
0.00 0.00 0.00
Agent KRA / PMI Sheet
Month 2 Month 3
Average
A
ME
EE
OS
Agent Name Agent 12
Achieved Score Achieved
Productivity
Finanical Accuracy
Procedural Accuracy
Payment Accuracy
Knowledge Check
Leaves
Unauthorized Absence
NCNS
Tardies
Reports
Process Improvement
Initiatives
Innovation
0.00
3.0 and above
4.75 3000/-
4.25-4.74 2000/-
3.5-4.24 1500/-
3.0-3.49 750/-
Agent KRA / PMI Sheet
KRA
Month 1 Month 2
B
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P
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M
a
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a
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m
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Score
Manager/TL 0
Score Achieved Score
0.00 0.00 0.00
Agent KRA / PMI Sheet
Month 2 Month 3
Average
A
ME
EE
OS
Agent Name Agent 13
Achieved Score Achieved
Productivity
Finanical Accuracy
Procedural Accuracy
Payment Accuracy
Knowledge Check
Leaves
Unauthorized Absence
NCNS
Tardies
Reports
Process Improvement
Initiatives
Innovation
0.00
3.0 and above
4.75 3000/-
4.25-4.74 2000/-
3.5-4.24 1500/-
3.0-3.49 750/-
Agent KRA / PMI Sheet
KRA
Month 1 Month 2
B
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i
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s
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P
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p
l
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M
a
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a
g
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m
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Score
Manager/TL 0
Score Achieved Score
0.00 0.00 0.00
Agent KRA / PMI Sheet
Month 2 Month 3
Average
A
ME
EE
OS
Agent Name Agent 14
Achieved Score Achieved
Productivity
Finanical Accuracy
Procedural Accuracy
Payment Accuracy
Knowledge Check
Leaves
Unauthorized Absence
NCNS
Tardies
Reports
Process Improvement
Initiatives
Innovation
0.00
3.0 and above
4.75 3000/-
4.25-4.74 2000/-
3.5-4.24 1500/-
3.0-3.49 750/-
Agent KRA / PMI Sheet
KRA
Month 1 Month 2
B
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P
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p
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M
a
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a
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m
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Score
Manager/TL 0
Score Achieved Score
0.00 0.00 0.00
Agent KRA / PMI Sheet
Month 2 Month 3
Average
A
ME
EE
OS
Agent Name Agent 15
Achieved Score Achieved
Productivity
Finanical Accuracy
Procedural Accuracy
Payment Accuracy
Knowledge Check
Leaves
Unauthorized Absence
NCNS
Tardies
Reports
Process Improvement
Initiatives
Innovation
0.00
3.0 and above
4.75 3000/-
4.25-4.74 2000/-
3.5-4.24 1500/-
3.0-3.49 750/-
Agent KRA / PMI Sheet
KRA
Month 1 Month 2
B
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s
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P
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p
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M
a
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a
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m
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Score
Manager/TL 0
Score Achieved Score
0.00 0.00 0.00
Agent KRA / PMI Sheet
Month 2 Month 3
Average
A
ME
EE
OS
Agent Name Agent 16
Achieved Score Achieved
Productivity
Finanical Accuracy
Procedural Accuracy
Payment Accuracy
Knowledge Check
Leaves
Unauthorized Absence
NCNS
Tardies
Reports
Process Improvement
Initiatives
Innovation
0.00
3.0 and above
4.75 3000/-
4.25-4.74 2000/-
3.5-4.24 1500/-
3.0-3.49 750/-
Agent KRA / PMI Sheet
KRA
Month 1 Month 2
B
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i
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s
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P
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p
l
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M
a
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a
g
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m
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Score
Manager/TL 0
Score Achieved Score
0.00 0.00 0.00
Agent KRA / PMI Sheet
Month 2 Month 3
Average
A
ME
EE
OS
Agent Name Agent 17
Achieved Score Achieved
Productivity
Finanical Accuracy
Procedural Accuracy
Payment Accuracy
Knowledge Check
Leaves
Unauthorized Absence
NCNS
Tardies
Reports
Process Improvement
Initiatives
Innovation
0.00
3.0 and above
4.75 3000/-
4.25-4.74 2000/-
3.5-4.24 1500/-
3.0-3.49 750/-
Agent KRA / PMI Sheet
KRA
Month 1 Month 2
B
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i
n
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s
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P
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p
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M
a
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a
g
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m
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Score
Manager/TL 0
Score Achieved Score
0.00 0.00 0.00
Agent KRA / PMI Sheet
Month 2 Month 3
Average
A
ME
EE
OS