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:

1. Coaching Insights Tab
2. Attribution Tab
3. Ratings Tab
4. Reports Tab

Access Coaching Overview

1. Open the left hand navigation and click Coaching > Overview.

Coaching Insights

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:

Utilization Metrics

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.

Check-In Ratings

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.