Articles - Excel

Excel remains one of the most powerful tools for managing data and performance in the contact centre. This collection of tutorials, templates, and expert advice explains how to use Excel to track key metrics, forecast demand, and visualise results clearly. Learn how to build dashboards, automate calculations, and apply formulas that make planning and reporting easier. These resources are designed to help teams at every level use Excel more effectively to support decision-making and drive continuous improvement.

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Free Call Monitoring and Evaluation Form – Excel Template
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Excel Based Erlang Calculator for Contact Centres – with Maximum Occupancy
Free Download of the Excel Monthly Forecasting Template
Monthly Forecasting Excel Spreadsheet Template – Free Download
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Trend Watching: What’s Happening With Forecasting?
FAQs – Call Forecasting With Spreadsheets
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Installing Excel Add-ins for the Forecasting Template
11 Top Tips for Spreadsheet Forecasting in Excel
Excel Remains an Ever-Popular Forecasting Tool
Recorded Webinar: Designing a Better Forecasting Spreadsheet