Overview
The Sessions Dashboard is the control center for all things sessions. On this dashboard you will find detailed visualizations around engagement status including scheduled sessions, completed, and cancelled sessions. You will find distributions of session modalities, durations, and meeting locations. Also included in this dashboard is information regarding session ratings and session themes.
Dashboard Filters
At the top of the dashboard, filters are initially hidden from view. There is a 'Show Filters' option on the top right that will expand to show all available filters.
Expanded Filters
The Sessions Dashboard includes a full set of filters allowing you to drill down into different engagements, dates, coachees, or coaches.
Filter options include:
Session Completed Date or Cancelled Date
Session Scheduled Date
Session Status
Session Modality
Session Duration
Session Type
Engagement Created Date
Engagement Started Date
Engagement End Date
Engagement Status
Engagement Type
Engagement On/Off Track
Engagement Off-Track Since Date
Engagement Template
Coach Name
Coaching Company
Coach Gender
Coach Department
Coach Business Unit
Coach Location
Coachee Name
Client Organization
Coachee Leader Level
Coachee Department
Coachee Business Unit
Coachee Location
Tabular Data
The Sessions Dashboard contains tabular data with all of the session attributes. This information can be easily exported for consumption offline.
Export
On the top right of the dashboard is a 3-Dot menu that allows for easy export to various formats including to image, Powerpoint, PDF, and Excel.
The export dialog allows for further customization including page layout such as landscape or portrait, and allows for annotations before export. The image below shows the export dialog for Excel. With this option you can select with charts & tables to include in the export.
