Internal review

Period Comparison

Movements in points and counts, largest first.
Period A: 2026-01-05 to 2026-01-18
Period B: 2026-01-19 to 2026-02-01
Data current through: 2026-02-01
Source: [export name]
Generated: [date]
Demonstration template · Synthetic data and placeholder names.

Headline

Completion moved from 61.8% (499 of 807) to 65.9% (569 of 864), +4.1 points. The largest single movement is authentication failed, share of transfers: 26.0% (66 of 254) to 14.2% (34 of 240), -11.8 points.

Review the increases in mid-flow opt-outs and system-error transfers alongside the improvement in completion. Caller mix also changed; the comparison does not isolate the effect of the release.

Movements, Largest First

MeasurePeriod APeriod BChange (pts)Relative change
Authentication failed, share of transfers26.0% (66 of 254)14.2% (34 of 240)-11.8-45.4%
Cancel completion65.8% (121 of 184)73.9% (113 of 153)+8.1+12.3%
Live agent opt-out mid-flow, share of transfers19.7% (50 of 254)26.2% (63 of 240)+6.5+33.0%
System error, share of transfers7.9% (20 of 254)12.9% (31 of 240)+5.0+63.3%
Confirm completion81.8% (198 of 242)86.8% (264 of 304)+5.0+6.1%
Self-service intents, share of engaged74.9% (807 of 1,077)79.6% (864 of 1,086)+4.7+6.3%
Completion61.8% (499 of 807)65.9% (569 of 864)+4.1+6.6%
Containment57.4% (463 of 807)61.2% (529 of 864)+3.8+6.6%
Attempted and transferred, share of self-service31.5% (254 of 807)27.8% (240 of 864)-3.7-11.7%
Engagement rate88.4% (1,077 of 1,218)85.9% (1,086 of 1,264)-2.5-2.8%
Schedule completion29.3% (39 of 133)31.4% (43 of 137)+2.1+7.2%
Reschedule completion45.3% (63 of 139)43.6% (68 of 156)-1.7-3.8%
Business rule, share of transfers37.8% (96 of 254)38.8% (93 of 240)+1.0+2.6%
FAQ completion71.6% (78 of 109)71.1% (81 of 114)-0.5-0.7%
Live agent opt-out at opening, share of engaged9.5% (102 of 1,077)9.1% (99 of 1,086)-0.4-4.2%
Hung up during self-service, share of self-service6.7% (54 of 807)6.4% (55 of 864)-0.3-4.5%
Relative change divides the point difference by the Period A rate. Red: a change in the wrong direction for the measure.

What to Look at

Caller mixConfirm's share of self-service intents rose from 30.0% (242 of 807) to 35.2% (304 of 864). Confirm completion is 86.8%, the highest of the five functions.
AuthenticationAuthentication failed transfers went from 66 to 34. The date-of-birth fallback released on 2026-01-19, the first day of Period B.
RescheduleCompletion 45.3% (63 of 139) to 43.6% (68 of 156). One call is worth 0.6 points on 156 intents; the movement is 3 calls' worth.
Caller Mix and Small-Sample Limits
FunctionShare of self-service, Period AShare of self-service, Period BChange (pts)One call is worth, Period B
Confirm30.0% (242)35.2% (304)+5.20.3 pts
Cancel22.8% (184)17.7% (153)-5.10.7 pts
Reschedule17.2% (139)18.1% (156)+0.90.6 pts
Schedule16.5% (133)15.9% (137)-0.60.7 pts
FAQ13.5% (109)13.2% (114)-0.30.9 pts
One call is worth: 100 divided by the function's intents in Period B.

Source and Checks

Demonstration source: 2,482 rows across the two reporting windows. In a completed analysis, the companion workbook contains source rows, formulas, window assignments, and reconciliation checks.