Can I view coaching data on a dashboard?
Last updated: June 16, 2025
Employee and and managerial dashboard will have a "coaching" tab (if the employee or manager has coaching access).
Those with system admin permissions are able to access all user and managerial dashboards, but will only be able to view the "coaching" tab on user and managerial dashboards if they also have "Coaching: All Access" permission.
Those with manager permission are able to access the "coaching" tab on their own managerial dashboard, their personal dashboard, and on the dashboards of employees they manage.
Employees are only able to access the coaching tab on their personal dashboard.
From an employee's or a managerial dashboard, click the Coaching tab.
From the coaching tab, an employee and their manager can view:
Open check-ins that are pending answers or review
Historical check-ins and their agendas
Shared coaching notes and their attachments
Open and historical action plans and their agendas
Ambition asks