How to Create a Call Center Dashboard in Google Sheets

Cody Schneider

Building a fully functional call center dashboard might seem like a job for a pricey software suite, but you can create a powerful, real-time command center using a tool you already have: Google Sheets. This article will walk you through, step-by-step, how to transform a blank spreadsheet into a dynamic dashboard that tracks agent performance, call queues, and customer satisfaction.

First, Why Use Google Sheets for a Dashboard?

While dedicated BI tools are powerful, they often come with steep learning curves and licensing costs. Google Sheets offers a surprisingly robust alternative that is free, collaborative by nature, and accessible from anywhere. It's the perfect solution for teams who need actionable insights without busting the budget or waiting for a data team.

  • It's free: There are no subscription fees to use Google Sheets.

  • It's collaborative: Your whole team can view and (if you allow them) interact with the dashboard in real-time.

  • It's flexible: You have complete control over the layout, metrics, and visuals, tailoring it exactly to your team's needs.

  • It connects: You can use tools like Zapier or Make.com to automatically pipe data into your sheet, reducing manual entry.

Step 1: Plan Your Call Center Metrics (KPIs)

Before you write a single formula, you need to decide what you want to measure. A cluttered dashboard is an ignored dashboard. Focus on the Key Performance Indicators (KPIs) that directly impact your operational efficiency and customer experience. Think of this as your dashboard's blueprint.

Here are some essential call center KPIs to consider organizing your dashboard around:

Agent Performance Metrics

These metrics help you understand individual and team productivity.

  • Average Handle Time (AHT): The average duration of a single call, from the time the agent answers until they finish the related post-call work. (Formula: Total Talk Time + Total Hold Time + Total Wrap-up Time) / Total Calls.

  • Calls Answered: The raw number of calls each agent handled. A simple but effective measure of volume.

  • First Call Resolution (FCR): The percentage of calls where the customer's issue was resolved on the first try, without needing a follow-up. This is a huge indicator of efficiency and customer satisfaction.

  • Agent Utilization Rate: The percentage of time agents spend on call-related activities versus being idle.

Call Queue & Service Level Metrics

These KPIs give you a high-level view of how effectively your team is managing incoming call volume.

  • Average Wait Time (AWT) / Average Speed to Answer (ASA): How long customers wait in the queue, on average, before an agent picks up.

  • Abandonment Rate: The percentage of callers who hang up before an agent answers. A high rate often points to long wait times or routing issues.

  • Service Level: The percentage of calls answered within a specific time threshold (e.g., 80% of calls answered in 20 seconds).

Customer Satisfaction Metrics

These help you measure the quality of service from your customer's perspective.

  • Customer Satisfaction (CSAT) Score: Typically measured on a 1-5 scale via post-call surveys. A high average score is the goal.

Step 2: Set Up Your Google Sheet and Structure Your Data

This is the most critical step. A well-organized data source makes building the dashboard infinitely easier. Your motto here should be: raw data first, presentation later.

Create Two Tabs

In a new Google Sheet, create two tabs at the bottom:

  1. Raw Data: This is where all your call log data will live. Never work directly in this tab. It is your single source of truth.

  2. Dashboard: This is where you will build the charts, graphs, and summary figures for your team to view.

Structure Your "Raw Data" Tab

Set up your "Raw Data" sheet like a simple database. Each row should represent a single call, and each column should represent a piece of data about that call. A great starting structure looks like this:

Call ID | Call Date | Agent Name | Call Duration (sec) | Wait Time (sec) | Resolved on First Call? (Yes/No) | CSAT Score (1-5) | Call Abandoned? (Yes/No)

Your goal is to populate this sheet with data from your phone system. You might do this by:

  • Manually exporting CSV files from your call center software and pasting the values here.

  • Using an automation tool like Zapier to add a new row every time a call is completed.

  • Pasting data from another source.

The more clean, consistent data you have here, the better your dashboard will be.

Step 3: Build the Dashboard Visuals

Now for the fun part. Navigate to your blank "Dashboard" tab. We will pull data from the "Raw Data" tab to create our visualizations. We'll use a mix of powerful functions like QUERY, SUMIFS, and AVERAGEIFS.

Create Dynamic Filters

A static dashboard is useful, but an interactive one is invaluable. We'll add dropdown menus to filter the entire dashboard by agent or date range.

1. Agent Filter Dropdown

First, we need a unique list of agents. Pick a cell in a helper column (like L1 on your Dashboard tab) and enter this formula to grab all unique agent names:

Next, select the cell where you want your dropdown (e.g., B1). Go to Data > Data validation. For "Criteria," select "Dropdown (from a range)" and choose the range where your unique agent names are (e.g., L1:L). You now have a filter for agents!

Build Summary KPI Cards

These are the big, eye-catching numbers at the top of your dashboard that give a quick health check.

Total Calls Answered

In a cell, let's say B3, we are going to count the total calls based on the agent selected in our dropdown at B1.

This formula counts all rows where the agent's name matches our filter and the call was not abandoned.

Average Handle Time (AHT)

To calculate AHT, we'll find the average Call Duration. Let’s put it in cell D3.

This averages the call duration for the selected agent. You will want to format this cell to show duration or convert the seconds into minutes:seconds for readability.

First Call Resolution (FCR)

FCR is the percentage of resolved calls out of total answered calls. In another cell, you'll need two numbers: resolved calls and total calls (from B3).

For resolved calls:

Then, divide that result by the total calls from B3. So, if your total calls formula is in B3 and your resolved calls formula is in F3, your final formula for the FCR percentage would be =F3/B3, formatted as a percentage.

Develop Charts and Graphs

Go to Insert > Chart to start creating visuals. The key is to set up your data source range correctly.

Chart 1: Call Volume by Agent (Bar Chart)

This chart shows who is handling the most calls.

  1. Set up a small data table on your dashboard sheet, somewhere out of the way.

  2. In the first column, list the unique agent names (you can just reference the helper list you made earlier: =L1:L).

  3. In the second column, use COUNTIFS to count the calls for each agent. For the agent in the first row of your table (let's say it's cell M2), the formula would be:

  1. Drag this formula down for all your agents.

  2. Highlight this new data table, go to Insert > Chart, and select a Bar Chart. Voila!

Chart 2: Call Volume Over Time (Line Chart)

This chart helps you spot trends, like busy days or times.

  1. Create another small data table. In the first column, list the dates or weeks you want to track. You can use =UNIQUE('Raw Data'!B2:B) to get a list of all days with calls.

  2. In the second column, use COUNTIFS to count calls for each date. This formula will even respect your agent filter dropdown!

(Assuming your dates start in O2 and your agent filter is in B1. The $ locks the B1 reference.)

  1. Select this data and insert a Line Chart to see the trends for the selected agent.

Chart 3: Overall CSAT Score (Gauge Chart)

A gauge chart is great for a single, important metric like CSAT.

  1. In a cell, calculate the overall average CSAT score:

  1. Select that cell, go to Insert > Chart, and choose Gauge chart.

  2. Edit the chart and set the dial range from 1 to 5. Now you have a clear visual representation of customer happiness!

Step 4: Design & Refine Your Dashboard

With the core components in place, it's time to make your dashboard easy to read.

  • Use Color Wisely: Use green for good numbers (like high FCR) and red for alerts (like high AHT or Abandonment Rate) via Conditional Formatting.

  • Keep It Clean: Use clear titles for every chart and KPI card. Align your elements to a grid to create a professional look. Freeze the top row so your filters are always visible.

  • Reduce Clutter: Hide your helper columns and raw data tables. The team only needs to see the final charts and numbers.

Final Thoughts

Building a dashboard in Google Sheets puts the power of data directly into your hands. By combining raw call data with the right formulas and charts, you can transform a simple spreadsheet into a valuable tool for monitoring performance, identifying trends, and celebrating your team's successes.

As you can see, this process requires exporting data and building formulas to bring it all together. To simplify things, we built Graphed to remove these manual steps. We provide one-click integrations with your sales and marketing data sources, letting you create dashboards and get insights simply by describing what you want to see in plain English. This turns hours of spreadsheet work into a 30-second conversation, giving you more time to act on the data instead of just organizing it.