Monitor Coaching Engagement

The Coaching Engagement report gives you an overview of what’s happening in your coaching programs, with visibility into pending action items and meeting data. Follow these steps to access the report, filter the data, and learn more about what the metrics mean.

Accessing the report

From the left-hand navigation, click Reports > Coaching engagement.

Filtering the data

By default, you'll see data for all the programs and cohorts you have admin access to. To focus on specific information, use the filter dropdown menus at the top to select the programs, cohorts and user attributes (like active, inactive, or paused partnership status) you want to see. After you’ve made your choices, click Apply.

The report data will update to reflect your filter selections.

Torch tip: Want to save the report data? Click Download data in the top-right to start an automatic download.

Understanding the metrics

Admin action items

Here you'll see a high-level summary of participants' outstanding tasks, with each row of the table representing a cohort with pending action items. You'll see the total number of action items for each cohort, the program and cohort name, and a list of pending action item titles.

Click Take action next to a row to manage the action items for that cohort.

Coaching meetings

In this section you can drill down into meeting data for individual participants and their respective partnerships. Each row of the table represents a program participant and partnership. Keep in mind that an individual may show up more than once if they were rematched or went through a coaching program multiple times. 

For each participant and partnership, you'll see:

• The participant's name along with the name of their partnership path

• Average number of meetings per month

• Number of completed meetings

• Number of upcoming meetings

• The date of the next scheduled meeting, if applicable

• The date of the most recently completed meeting, if applicable

• The partnership end date
  
  

Click a column name to sort the table rows by that specific metric in ascending or descending order.