How Do I Use the Coaching Analytics Insights Tab?

Last updated: August 21, 2026

Required permissions:

  • Either of the Coaching Analytics permissions or Coaching: All Access permission are required to access the Insights tab.

The Coaching Analytics Insights tab shows details for coaching events for a select Group and time frame.

Access the Coaching Analytics Insights Tab

  1. Navigate to Analyze --> Coaching Data --> Insights.

  2. Use the Start Date, End Date, and Group selectors to customize your view.

What Data Can I View on the Insights tab?

Weekly Coaching Activity

The Insights tab includes a graph which shows how many Sessions, Action Plans, and Notes were created each week. If you're viewing data at the organization-level, Sessions, Action Plans, and Notes by deactivated managers will count towards the company-wide total.

Utilization Metrics

Note:

Altering the Insights tab's Start Date, End Date, and/or Group will show how many coaching events were created, active, and/or completed during that time frame, including:

  • Number of Programs

  • Number of Active Programs

  • Number of Sessions

  • Number of Sessions Completed

  • Session Completion Rate

  • Session Average Rating

  • Number of Action Plans Created

  • Number of Action Plans Active

  • Number of Action Plans Completed

  • Action Plan Completion Rate

  • Number of Notes

  • Number of Private Notes

  • Number of Notes with File Attached

Employees Without 1 Completed Check-In

Note:

  • Anyone with the system Admin permission can enable the Asks feature.

The Employees Without 1 Completed Session table will show all employees from the selected Group who haven't completed at least one coaching Session during the time frame you selected.

The Act button can be used to alert the employee's manager that they should create a Session for that employee. If the Asks feature is enabled, you can use a pre-filled Ask to notify the manager.