Overview
There are 10 standard dashboards that are packed with visualizations and data covering all of core areas of the platform. Beyond the standard dashboards, there are limitless possibilities with the of custom dashboards. This document covers the standard dashboards, as well as the data sources that can be used to create infinite possibilities.
In This Guide:
Standard Dashboards
Standard dashboards have been designed to provide robust reporting in key areas of the platform. These dashboards are designed to have a structure that includes Key Performance Indicators (KPI's), includes actionable insights, along with related visualizations and metrics layered in sections for easy scanning.
Standard Dashboards
Dashboard | Description | Dashboard Preview |
Provides details of all engagements within the account, including insights on status, coachees and coaches, and activities within the engagements like sessions, ratings, and assignments. | 
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Provides the command center for all activities related to sessions including scheduling, completions, and cancellations. Includes metrics around session themes, as well as session ratings. |  | |
Provides rich data around all of the coaches in your network including engagement activity, session activity, ratings, and themes. |  | |
Explore activities by coachees including session scheduling, ratings, assignments/tasks, session and goal themes. |  | |
Monitor trending goal themes while keeping track of goal-setting activity and completion across engagements. | 
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Track assigned tasks, completion rates, and engagement with coaching activities. | 
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Explore insights into coach matching status, interviews, selections, matching rates, and Off-Track engagements. | 
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View overall participant feedback and sentiment across coaching engagements. | 
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Access detailed ratings and trends for individual coaching sessions. | 
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Customize and filter form data to track completion rates, submission patterns, and engagement across specific coaching forms. | 
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Data Sources
Under the hood there are 15 different data sources. These data sources provide the wealth of data and populate the standard dashboards. The same data sources can be used to build simple, or even the most advanced, dashboards. Below is a list of the data sources and an overview of each.
Data Source Details
Data Source | Overview |
Engagements | The Engagements data source has a row for every engagement in the account. It contains all of the engagement attributes, including the coach and coachee information. |
Sessions | The Sessions data source has a row for every session in the account. It includes the engagement, sessions, coach and coachee attributes. |
Coach Matching
| The Coach Matching data source includes all of the coach matching activity, such as interviews and selections. |
Coaches | The Coaches data source includes all of the coaches in your network and their attributes. |
Coachees | The Coachees data source includes the coachees involved in your coaching practice. |
Assignments | The Assignments data source has a row for every assignment in your account. It includes attributes about the assignments, engagement, coach and coachees for filtering. |
Goals | The Goals data source has a row for every goal in your account, and provides the goal attributes along with attributes of the engagement, coach(es), coachee(s), and includes goal themes. |
Goal Themes Summary | The Goal Themes Summary data source has 1 row for every theme in your theme library. The data source provides summary statistics on each. |
Session Themes | The Session Themes Data source provides a row for every use of a theme when applied to sessions. Theme information is included along with attributes of the session, engagement, coach and coachee. |
Engagement Ratings | The Engagement Ratings data source has a row for every engagement rating submission. The ratings for the different questions are included along with attributes of the engagement, coach and coachee. |
Session Ratings | The Session Ratings data source has a row for every engagement rating submission. The ratings for the different questions are included along with attributes of the session, engagement, coach and coachee. |
Form Submissions | The Form Submissions data source includes a row for every answer as a part of a form submission. Includes are all of the details about the form, the question, the answer, as well as relations to the engagement, coach and coachee. |
Invoices | The Invoices data source provides all of the sent, recieved, and draft invoices that are within the account. Invoices have relationships with engagements coaches and coachees, and includes this information. |