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Analytics Tab within Engagements
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Written by Admin
Updated over a month ago

Check out the Analytics Tab within your engagements—your new best friend for insights and data. It’s like having a magic wand that brings all the key information right to your fingertips. Dive into your engagement analytics tab and see how it can take your coaching to the next level. ✨


Who can View the Analytics Tab?

Admins, you’re the VIPs when it comes to setting up access for your coaching team. 🌟 To let coaches and engagement stakeholders peek at the analytics tab, you’ll need to flip the visibility switch in the engagement settings or at the engagement template level.

Here’s the scoop:

  • Default Settings: For 1:1 engagements, this feature is already turned on, so no extra steps are needed there.

  • Group Sessions: For group coaching, you’ll need to manually toggle this feature to grant access. 🕹️


Analytics Tab Overview

📊 Introducing the Analytics Tab for All Your Engagements

The Analytics Tab is a game-changer for tracking your engagement data. It’s a robust, consolidated spot where you can keep tabs on everything, whether it’s 1:1 engagements, on-demand sessions, or group coaching.

Here’s what you’ll see:

  • Unified Tracking: All your data in one convenient place.

  • Expanded Visualizations: See detailed visualizations and ratings for both group and 1:1 sessions.

  • Enhanced Features: Visualizations and ratings previously found in Engagement Settings are now part of the Analytics Tab.

Dive into the Analytics Tab and see how it brings everything together for a clearer view of your coaching engagements! 📈

Admin’s View of Analytics Tab - This is an example of a Group Coaching Engagement

The Analytics Tab has a rich set of visualizations and table data that can be used to track the progress of an engagement. The components of the Analytics tab include:

  • Session & Hours Info (Bar Charts): Four different bar charts break down the status of both group and 1:1 sessions, making it easy to see how things are going.

  • Session Ratings (Bar Chart): Check out a single bar chart that shows the average ratings from coachees for session feedback.

  • Engagement Ratings (Bar Chart): This chart aggregates all the engagement ratings from coachees, showing average responses to survey questions. Great for getting an overview of engagement feedback.

  • Engagement Progress (Table Data): Get a bird’s-eye view of your engagement with this table. It shows the status of all program items, along with scheduling and completion info.

  • Session Ratings (Table Data): This table records individual session ratings, keeping anonymous responses private. Plus, there’s a link to the Session Ratings Report for more detailed analysis.

  • Engagement Ratings (Table Data): Similar to session ratings, this table tracks individual engagement

Explore these features to get a clear and friendly overview of your coaching engagements. 🚀📈


If you have any questions or need assistance, please reach out to our amazing support team at [email protected]

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