Overview
The Coachee Dashboard is the place for reviewing activities across clients and coachees. This dashboard tracks total clients, leader levels, scheduling activities including cancellations, coach matching activities, session and goal themes, ratings and more. It allows for filtering to drill into specific clients, or programs.
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 Coachee Dashboard has filters that are specific to coachees.
Filter options include:
Coachee Leader Level
Coachee Location
Coachee Name
Coachee Business Unit
Client Organization
Coachee Department
Tabular Data
Aside from all of the visualizations and metrics, the Coachee Dashboard also contains the tabular data with all of the coachee attributes.
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 following image show the experience when exporting to an Image.
