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Review manager coaching

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Jeffrey Aftel
  • Updated

Where to go? Coaching > Coaching Metrics

Get the info

See how your managers are coaching, side by side. Get the coaching stats per manager for coaching done with their direct reports (the data doesn't include coaching done with people who aren't on their team).

Note

The data shown in the Coaching Metrics tab reflects when the coaching activity took place, regardless of when the call happened.

  1. Select a team: select the senior manager whose team you want to monitor coaching for.

  2. Select manager level: select whether you want to see all managers that roll up to the senior manager, only their direct reports, or only level 1 managers (i.e. the frontline managers).

  3. Select the time period for the report.

  4. Select the call type.

  5. To download coaching metrics:

    1. Click More-menu.png > Download CSV.

    2. Set whether to export the current view, or the current view and also all the data that lies behind the values (go here for more information).

    3. If you want to include managers, click Include managers as per org chart.

    4. If you want to include CRM fields, click Include CRM fields.

      This option is only available when you select Current view with all the data behind it.

    5. Click DOWNLOAD.

Review coaching

Data

We show the following data for manager coaching:

  • Calls listened: Total number of team calls the manager listened to (includes calls listened to live).

    This count is for the number of calls listen to, NOT the number of times someone listened to a single call.

    Once someone listens to a call, it's counted. We don't count the call again, even if the same person listens to it again after significant time has passed.

  • Calls attended: Total number of team calls the manager participated in.

  • Calls with feedback: Total number of team calls the manager gave any type of feedback for.

    This count is for the number of calls with feedback, NOT the number of times feedback was given on the same call .

  • Calls with comments: Total number of team calls with comments given by the manager (regardless of whether the comment counted as feedback).

  • Calls with scorecards: Total number of team calls with scorecards filled out by the manager.

  • Marked as feedback: Total number of team calls that the manager has marked as feedback given.

Tip

Click the column headers to sort the data in the table.

Tip

Hover over the numbers next to the manager name to see how many direct reports they have, and how many people roll up to them in total.

Trends

See trends in the cells - green for an upward trend; and red for downward..The difference from the last period is also shown.

View the calls behind the metrics

  1. Click any cell in the table to see which calls were included in the number.

  2. From there, click GO TO CALL to listen to, review, and give feedback on a call.

    Tip

    Read our best practices for reviewing the table and encouraging managers to coach!

Want this info pushed to your inbox?

Ensure a consistent coaching culture in your org by keeping a close eye on how managers are coaching directly to your email Inbox.

The monthly email digest includes a quick summary of how managers of quota-carrying reps have been coaching in the last month, and gives an indication of coaching trends in the team.

Higher-level managers will automatically receive monthly email digests for their managers. In addition, you can sign up for the digest for any team:

  • In the Coaching Metrics tab, click More-menu.png > Manage subscriptions.

    Once subscribed, you can also manage your digests in your notification settings.

Note

Your org must have a CRM integration in order to receive the mail.