Zendesk + CSV integrationPII-safe

Performance scorecards
your team actually uses

Track individual metrics, surface coaching opportunities with AI, and run leaderboards - for support, sales, and engineering teams. Connect your tools or enter data manually.

Free to get started. No credit card required.

pulsecard.live/scorecards
SC
Sarah Chen
Senior Agent
SCORECARDMar 2026
CSAT Score
+3.2%
97.0/100%
Team avg: 91.2%Goal: 90%
Tickets Solved
182.4
+21.6%
Avg: 148.3Goal: 150
First Reply Time
14.9m
-18.1%
Avg: 24.1mGoal: 30m
Resolution Time
5.2h
-12.0%
Avg: 7.1hGoal: 8h
SLA Compliance
90.5%
-2.1%
Avg: 93.8%Goal: 95%
Quality Score
94.1%
+1.8%
Avg: 86.7%Goal: 85%
Escalation Rate
14.2%
+3.1%
Avg: 9.5%Goal: 10%
Recognition

Outstanding CSAT and first reply time. Sarah consistently delivers top-tier customer experiences while maintaining high throughput.

Goals

Bring SLA compliance above 95%. Reduce escalation rate from 14.2% to under 10%.

Connects with the tools you already use

Zendesk
Support
CSV / Manual
Any team

How it works

Go live in under five minutes

Whether you connect an integration or enter data yourself, you'll have scorecards running the same day.

01

Connect or import

Link Zendesk, Freshdesk, HubSpot, GitHub, or Pipedrive with one-click OAuth. No integration? Import via CSV or add metrics manually.

02

Define what matters

Pick the KPIs that fit your team - CSAT, resolution time, deals closed, PR cycle time - or create your own. Set goals and thresholds.

03

Track, coach, repeat

Scorecards update automatically. AI surfaces who needs help and why. Leaderboards gamify improvement. Emails keep everyone in the loop.

Features

Everything a performance manager needs

Built for team leads and operations managers who are responsible for individual performance - not just dashboards, but action.

Team dashboard with real-time metrics

See your entire team's performance at a glance. KPI cards show team averages with goal progress, while the agent table highlights who's hitting targets and who needs support - all color-coded with RAG status.

  • Team-wide KPI averages with goal tracking
  • Per-agent breakdown with RAG color coding
  • AI-powered briefings with prioritized actions
  • Period-over-period trend tracking
Team Dashboard
8 agents - Mar 2026
1m3m6m
CSAT Score
85.4%
4/8 on targetGoal: 90%
Tickets Solved
120.6
2/8 on targetGoal: 150
First Reply Time
32.9m
5/8 on targetGoal: 30m
Resolution Time
8.7h
6/8 on targetGoal: 8h
Team Performance
AgentCSATTicketsReply TimeQuality
SC
Sarah C.
Senior
97%
182.4
14.9m
94.1%
MJ
Marcus J.
Agent
91.8%
180.1
18.2m
89.3%
ER
Emily R.
Agent
92.3%
104.2
31.3m
81.9%
JW
Jake W.
Junior
76.5%
76.5
44.3m
64.6%
AI Briefing

4 agents performing above standards. First reply time improved 3.6% team-wide. Jake W. needs immediate coaching intervention.

HIGHConduct performance review with underperforming agents
AI Briefingfor Mar 2026

The team shows mixed performance: 4 agents are performing well above standards, while 4 are significantly underperforming across multiple critical metrics. First reply time improved 3.6% team-wide.

Top Actions
HIGHConduct immediate performance intervention with Jake W. and Nina K. - covering skill gaps, workload barriers, and training needs.
HIGHImplement quality assurance audit for agents with quality scores below 81%. Review call recordings and ticket notes.
MEDRecognize Sarah C. and Marcus J. in team standup - both exceeded all targets this period.
JW
Jake Williamsยท Agent Insight

First reply time increased 18% while ticket volume remained steady - suggesting a process issue rather than overload. CSAT dropped from 82% to 76.5%. Consider reviewing queue prioritization in the next 1:1.

AI coaching, not just charts

PulseCard uses Claude AI to analyze individual and team metrics, then delivers specific, actionable coaching suggestions - the kind of analysis that takes hours to do manually.

  • Per-agent coaching recommendations
  • Team-level trend analysis with priorities
  • Anomaly detection when metrics slip
  • Feedback loop - rate insights to improve them

Leaderboards and agent portal

Turn performance tracking into motivation. Leaderboards rank agents across your chosen KPIs with podium positions and most-improved awards. Agents can log in to their own portal to see where they stand.

  • Podium rankings with streaks
  • Most-improved recognition
  • Dedicated agent login portal
  • Agents see only their own data
Leaderboard
CSATTicketsQuality
SC
Sarah C.
97%
๐Ÿฅˆ
PP
Priya P.
97.2%
๐Ÿฅ‡
MJ
Marcus J.
91.8%
๐Ÿฅ‰
4
ER
Emily Rodriguezโ†‘ +1.2%92.3%
5
AT
Alex Thompsonโ†“ -2.4%84.6%
6
DK
David KimMost Improvedโ†‘ +5.8%82.1%
7
JW
Jake Williamsโ†“ -3.1%76.5%
8
NK
Nina Kowalskiโ†‘ +0.4%76.7%
Data Sources
Connected integrations and import options
Zendesk
Auto-sync CSAT, reply times, tickets, SLA
Connected
8 metrics ยท 2 min ago
Manual Options
CSV Import
Bulk upload from spreadsheets
Manual Entry
Type scores directly

Works with or without integrations

Not every team uses Zendesk or HubSpot. PulseCard works just as well with manual data entry or CSV imports. Managers can type in QA scores, soft-skill ratings, or any custom metric - no integration required.

  • CSV bulk import for any data source
  • Manual metric entry in the dashboard
  • Custom KPIs (quality scores, attendance, etc.)
  • Mix automated + manual metrics per agent

1:1 notes that remember

A built-in workspace for manager 1:1s, side-by-side with each agent's scorecard and AI insights. Open action items from the last meeting carry forward automatically so nothing slips through.

  • Open action items from last 1:1 surface automatically
  • AI insights and scorecard sections one click away
  • Autosave with weekly, biweekly, monthly, or quarterly cadence
  • Export to markdown or copy to clipboard
Sarah Chen โ€” 1:1 Notes
Saved 2m ago
Open from last 1:12
โ˜Pair with Marcus on tricky escalation cases
โ˜Review SLA breakdown by ticket category
Talking Points:
- CSAT recovered to 94% after queue changes
- Wants to mentor a new hire in Q2
Action Items:
- [ ] Connect Sarah with onboarding team
- [ ] Share resolution-time playbook
AI insights and scorecard sections in side panel

Integrations

One-click connect, automatic sync

Link your existing tools via OAuth - PulseCard imports your team, pulls metrics, and keeps everything up to date.

Zendesk

Customer Support

CSAT, first reply time, resolution time, tickets solved, SLA compliance, reopens

CSV / Manual

Any team

Import any metric from a spreadsheet or enter scores directly in PulseCard

Security & Privacy

Built with privacy at the core

Performance data is sensitive. PulseCard is designed to protect your team's information at every level.

PII Anonymization

Customer names, emails, and ticket content are automatically stripped before storage. Your agents' performance data never includes customer PII.

Role-Based Access

Managers see their team. Agents see only their own scorecard. Admins control who has access to what - down to the team level.

Secure OAuth

All integrations connect via OAuth 2.0. PulseCard never stores your third-party passwords. Tokens are encrypted at rest.

Agent Portal Privacy

Agents log in to a separate portal and see only their own metrics, scorecard, and ranking position - never other agents' raw data.

SOC 2-Ready Infrastructure

Hosted on Supabase with row-level security, encrypted connections, and automatic backups. Your data stays isolated.

Team-Scoped Data

Multi-team support with strict data isolation. Team leads only access data for the teams they manage.

Pricing

Transparent, per-agent pricing

Start free with your whole team. Upgrade when you need unlimited AI insights and more KPIs.

Free

$0/ month

No credit card required

  • Unlimited agents
  • 5 KPIs per agent
  • 10 AI insights per month
  • Zendesk + CSV integration
  • Scorecards with RAG status
  • Leaderboards & agent portal
  • 1:1 notes with action item history
  • Email delivery & scheduling
  • Team management & RBAC
  • PII anonymization

Pro

14-day free trial
$5/ agent / month

Billed monthly. Cancel anytime.

  • Up to 12 KPIs with custom metrics
  • Unlimited AI insights
  • Everything in Free

We're in early access and keeping pricing minimal while we onboard our first users. Pricing may evolve as we grow, but early adopters will always be taken care of.

Start tracking performance today

Free to get started with your whole team. Connect an integration or enter metrics manually - either way, you'll have scorecards in minutes.