Where to go? Coaching > Coaching Metrics
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.
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Select a team: select the senior manager whose team you want to monitor coaching for.
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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).
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Select the time period for the report.
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Select the call type.
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To download coaching metrics:
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Click
> Download CSV.
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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).
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If you want to include managers, click Include managers as per org chart.
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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.
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Click DOWNLOAD.
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Click any cell in the table to see which calls were included in the number.
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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!
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:
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In the Coaching Metrics tab, click
> 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.