Free template

Free daily call report template

A simple, consistent daily call report for sales and telecalling teams. One row per employee per day, with the metrics that actually drive decisions.

  • Opens in Excel and Google Sheets
  • Sent to your work email as an attachment
  • Available immediately after submitting
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Where should we send it?

Complete your business details. The request will be securely shared with the CallTrackly team.

Your work email is never displayed publicly. Marketing consent is optional.

What's inside

11 columns, with two example rows you can delete.

DateEmployeeOutgoing callsIncoming callsMissed callsConnected callsTalk time (min)Unique customersFollow-ups scheduledFollow-ups completedNotes
05-10-2026Example: Priya428321961865Two pricing callbacks tomorrow
05-10-2026Example: Rahul3512519841544

Column guide

Date
The working day being reported
Employee
Who made or received the calls
Outgoing calls
Calls the employee placed
Incoming calls
Calls the employee answered
Missed calls
Incoming calls that were not answered
Connected calls
Calls long enough to count as a real conversation
Talk time (min)
Total minutes on connected calls
Unique customers
Different customers spoken to
Follow-ups scheduled
Next actions promised today
Follow-ups completed
Promised actions completed today
Notes
Anything the manager should know

How to use it

  1. Agree with your team what counts as a connected call (for example, longer than 30 seconds).

  2. Fill one row per employee at the end of each day, or once a week from the phone's call log.

  3. Review connected calls, unique customers and follow-up completion together, not call count alone.

Skip the spreadsheet

CallTrackly fills these columns automatically from each employee's business SIM, with no end-of-day typing.

See employee call tracking

Read the related guide

Let CallTrackly fill this in for you

Bring business calls, customer context and follow-ups into one place.

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