Our Interactive Agent Score Card gives you unprecedented coaching powers.

Portfolio sends each of your agents a custom scorecard that tells them how they're doing compared to their goals, in their team, and within the company as a whole. The scorecard shows bonus points earned, tracks training sessions completed and planned, and provides a drill-down so your supervisors and agents can focus on trouble spots or celebrate successes. Portfolio creates interactive coaching sessions where your supervisors and agents work as a team to trace from summary statistics, to specific categories, to individual questions, and even allows the play back of individual recordings of agent/customer contacts.

Have it your way.

Portfolio revolutionizes report generation and distribution with new power, flexibility, and a standard development platform so anyone can write and run our reports:

• Portfolio imports and executes from Crystal Reports *.RPT format.

• New reports can be created, and existing reports can be edited in Crystal Reports.

With no Business Objects Enterprise license fee.

Because Portfolio does its own work there's no Crystal Reports Enterprise Server license fee. So you save thousands of dollars while gaining more flexibility and special features.

Portfolio Specifications and Requirements.