Coaching Overview Page: Reports & Insights
The Coaching Overview page allows Admin users to view all (company-wide) coaching data and reports. These reports can be filtered by manager, group, dates, and more. In this article we'll cover:
Access Coaching Overview
1. Open the left hand navigation and click Coaching > Overview.
Activity By Week
The Insights tab provides details into coaching events for a selected time frame and group. Changing the Start Date, End Date, and Group filter will allow Admin users to view coaching activity by week:
These filters also provide insights into general coaching analytics, including number of active programs, check-ins, action plans, notes, etc..
Employees Without 1 Completed Check-In
Additionally, these filters show which employees have not completed a single check-in within the selected time frame. From this table, the admin user can quickly act and alert their manager to create a check-in for the employee. If the Employee Asks feature is enabled, the admin user can complete a pre-filled Coaching Ask for the manager.
Program Attribution Metrics
The Attribution tab provides in-app visualization of the attribution metrics that are assigned to a recurring coaching program. Selecting a Program, Employees, and the individual Metrics will display a historical line graph for the coaching program's performance.
The Ratings tab provides historical ratings across the organization's coaching check-ins. Using the filters, the admin user can sort ratings by program, group, manager, employee name, & rating category. Each column in the ratings table can also be sorted.
For deeper context or troubleshooting, the user can click on the green Check-In button to be taken directly to the check-in where the manager provided the rating.
Additionally, if the Zoom integration is enabled for your organization, you can view the full transcript of that coaching check-in.
Coaching Reports / Exports
From the Reports tab, an Admin user can download CSV reports for Employee Utilization, Manager Utilization, and specific Programs.