The Coaching tab in Insights shows how each person's meeting score on your team has changed overtime to spot trends. You can see who's below the benchmark and open anyone's history to find out what's pulling their score down. It's built for practice managers, compliance officers and firm leaders who want to know where to put their coaching time.
Open the Coaching tab
In the left sidebar, click Insights.
Select the Coaching tab.
The page opens with the last 90 days of data by default. To change the period, use the 90D / 6M / 12M filter in the top right. To find a specific person, use Search users.
Click What's counted under the page title to see which meetings count toward the score.
Read the team overview
People are grouped by how they're doing against the benchmark. The benchmark is a meeting score of 70.
Group | Who's in it |
Below benchmark | Average score under 70. Start your coaching here. |
Watch zone | Scoring between 70 and 80, but their score is dropping. |
Top performers | Top 3 at or above 70, not slipping. |
On track | At or above 70, not slipping, and outside the top 3. |
Low volume | Fewer than 5 scored meetings in the last 90 days. |
Each row shows:
Meetings: how many meetings count toward the score in the selected period.
Score: their average meeting score for the period.
Change: how much their score has gone up or down since the previous period.
Trend: a small line chart of the score over the period.
Note: A person's score is an average across all their counted meetings in the selected period. It isn't the score of their latest meeting.
View one user's coaching details
Click anyone in the list to open their page, which shows:
Meeting score: their average for the period, plus how it compares with the previous period.
Meeting score history: a chart of their average score over time, with the benchmark (70) drawn in for comparison.
Areas to improve: the skills that pulled their score down, ranked by how often each was flagged. Each one includes:
its category (for example, Engagement)
a Try this tip to use in coaching
how often it was flagged compared with the previous period, and in how many of their meetings
Find the meetings behind a low score
Expand any area to improve to see the meetings where it was flagged, each with its meeting score. To see every meeting for that person, click View all in Past Meetings.
If collaboration sharing is on, you can open a flagged meeting to review what happened and what caused the low score.
Who can access other user's scores
Owners can see Coaching for everyone in the organization.
Admins can see regular user's scores, but not eachothers'
Everyone else can see their own meeting score, trend and areas to improve in their Profile. They can't see anyone else's.
See your own score
Everyone can see their own coaching data. Open Profile from the sidebar and go to Meeting Score. You'll find the same score, history and areas to improve, showing your own meetings only.
FAQ
Can I change the benchmark?
Not at the moment. The benchmark is set to 70 for everyone.
Why can't I open a flagged meeting?
Opening past meetings from Coaching needs collaboration sharing to be turned on.