Review manager coaching activity

Who can use this: Any team member

Available on: Enable Essentials, Enable

Ideal for: Manager of managers

Required permissions: Pages: Coaching and Access to coaching stats.

See how managers are coaching their direct-report teams across a management hierarchy. Use it to compare activity, spot coaching gaps, and export data for further analysis.

View your Coaching metrics

Compare manager coaching activity side by side, with each row showing one manager. Green and red arrows show the change from the previous period. The data doesn't include coaching done with people who aren't on the manager's team.

To view your Coaching metrics:

1. From the left sidebar, click Coaching, and select Coaching metrics.

2. The columns cover six types of coaching activity measured over the selected time period:

   • Calls listened: Calls where the manager listened to a direct report’s call, either live or by playing the recording. Each call is counted once, even if the manager listened to it multiple times. A call can also be counted under Calls attended if the manager participated in it live.

   • Calls attended: Calls the manager participated in live alongside a direct report.

   • Calls with feedback: Calls where the manager's activity met the criteria for qualifying feedback: a comment, scorecard, reply, or offline feedback mark. This counts calls with feedback, not the number of times feedback was given on the same call. Learn more about what counts as feedback.

   • Calls with comments: Calls where the manager left at least one comment, whether or not the comment counted as feedback.

   • Calls with scorecards: Calls where the manager submitted a scorecard for a direct report.

   • Manually gave feedback: Calls the manager marked as feedback given to log coaching that happened outside Gong.

Note:

The selected time period reflects when the coaching activity took place, not when the call was recorded. A manager who listens to a call three months after it was recorded is counted in the period when they listened, not when the call happened.

Filter and sort

Use filters to narrow the table to a specific manager, hierarchy level, and time period. You can also sort by any column.

To filter the table:

1. From the left sidebar, click Coaching, and select Coaching metrics.

2. Select filters at the top of the table:    

   • Team: Select the senior manager or team whose managers you want to view.

   • Manager level: Choose all managers that roll up to the senior manager, only their direct reports, or only level 1 managers, for example frontline managers.

   • Time period: Select the date range to include in the calculation.

   • Call type: Limit the table to a specific call type.

To sort by a metric:

1. From the left sidebar, click Coaching, and select Coaching metrics.

2. Click any column header to sort the table by that metric.

Explore a manager's coaching

See the individual calls behind a number to check what's driving it, or find a specific call to review.

To explore a manager's coaching activity:

1. From the left sidebar, click Coaching, and select Coaching metrics.

2. Click any metric cell in the table to see the individual calls that make up that count.

3. Click GO TO CALL to open a call.

Export coaching data

Download the data in the current view or get a detailed call-level file that shows every call that contributed to the numbers in the current view.

To export coaching data:

1. From the left sidebar, click Coaching, and select Coaching metrics.

2. Click the More actions icon at the top right, and select Download CSV.

3. Choose one of the following options:    

   • Current view: Downloads the table as shown, with one row per manager.

   • All call-level data used to calculate the current view: Downloads one row per call, with columns for manager, team member, call date, activity type, and other metadata.

4. (Optional) Select Show management hierarchy in the report to add up to nine levels of management hierarchy columns. If you chose the call-level export, you can also select Include CRM fields to add account and opportunity data for each call. The CRM fields (account name and ID, opportunity name, ID, and type) are blank when the call isn't imported from the CRM.

5. Click Download.

Subscribe to coaching metrics reports

Subscribe to receive a monthly email digest with a quick summary of how managers of quota-carrying reps coached in the last month, along with the team's coaching trends. Subscribing requires a CRM integration.

To subscribe to coaching metrics reports:

1. From the left sidebar, click Coaching, and select Coaching metrics.

2. Click the More actions icon at the top right, and select Manage Subscriptions.

3. In the Your coaching metrics reports window, click the Subscribe to team dropdown, and select the manager whose team's metrics you want to receive.

4. Click Save.

After you subscribe, you can manage your digests in your notification settings.

Frequently asked questions