Overview
The Coach Matching Dashboard takes a new approach to providing detailed information around all things coach matching. Visualizations and insights are available for coach matching engagement status, scheduled and completed interviews, coach selections, matching rates, and Off-Track engagements.
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:
Coach Matching Scheduled Date
Engagement Created Date
Engagement End Date
Engagement Started Date
Coach Selected Date
Completed or Cancelled Date
Engagement Off Track Since Date
Coach Matching Status
Engagement Template
Engagement Type
Engagement On/Off Track
Engagement Status
Coachee Level
Coach Name
Coach Location
Coachee Location
Coachee Name
Coachee Business Unit
Client Organization
Coaching Company
Coach Department
Coach Business Unit
Coach Gender
Tabular Data
The Coach Matching Dashboard also includes all of the tabular data with all of the coach matching engagement 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.
