Export coaching and enablement data

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Who can use this: Any team member

Available on: Any Gong plan for Insights, Coaching metrics is available with Enable Essentials and Enable.

Ideal for: Manager of managers, Sales manager

Required permissions: Data export: Export reports on calls, who's listened to calls, team stats, and coaching metrics to CSV (if your company uses Deals: Call data: Who listened to calls, team stats, and coaching metrics), Access to coaching stats

Download a report to see how your managers are coaching their teams. The Coaching metrics export covers the manager coaching activity in the current view. Two versions are available: a summary with one row per manager, and a detailed file with one row per call.

Tip:

To export the results of a specific scorecard, see managing your scorecards.

Export Coaching metrics data

Export coaching data from Coaching metrics and download the data as a CSV file.

To export Coaching metrics data:

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

  2. Apply filters to set the scope.

  3. Click the More actions icon at the top right and select Download CSV. Choose one of the following options:  

    • Current view: One row per manager showing the metric totals for the selected period.

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

  4. (Optional) Select Show management hierarchy in the report to add columns for up to nine levels of the management hierarchy. If you chose the call-level export, you can also select Include CRM fields to add account and opportunity data.

  5. Click Download.

The call-level file has one row per call, with these columns:

Column

What it shows

coach_name, coach_email_address, coach_Gong_user_ID

The manager who coached: name, email address and Gong user ID.

call_date, call_duration_seconds, Call ID, call_title

The call's date and time, its duration in seconds, its ID and its title. Call ID is the ID of the call the manager attended, listened to, commented on, scored, or marked as feedback given in the selected date range.

call_type

External, Internal, or unknown. Calls of unknown type show as Null.

call_host_name, call_host_email_address, call_host_Gong_user_id

The call host's name, email address and Gong user ID.

attended_call

TRUE if the manager attended the call during the report date range, otherwise FALSE.

listened_to_call

TRUE if the manager listened to the call during the report date range, otherwise FALSE. Gong counts calls, not listens: once a manager has listened to a call, it is counted, and it is not counted again if they listen to it again, even after a long time.

commented_on_call

TRUE if the manager commented on the call during the report date range, otherwise FALSE.

scored_call

TRUE if the manager filled in a scorecard for the call during the report date range, otherwise FALSE.

marked_as_feedback_given

TRUE if the manager marked the call as feedback given during the report date range, otherwise FALSE.

name_of_top_manager, email_address_of_top_manager, name_of_manager_2nd_level_down_from_top, email_address_of_manager_2nd_level_down_from_top, and the same pair for each level down to name_of_manager_9th_level_down_from_top and email_address_of_manager_9th_level_down_from_top

Added when you select Show management hierarchy in the report. The columns start with the highest-level manager defined in Gong and move down your organizational hierarchy to the lowest-level manager who has only direct reports rolling up to them.

crm_account_name, crm_account_id

Added when you select Include CRM fields. The name and ID of the account associated with the call, as in your CRM. Null if the call isn't imported from the CRM.

crm_opportunity_name, crm_opportunity_id, crm_opportunity_type

Added when you select Include CRM fields. The name, ID and type of the opportunity associated with the call, as in your CRM. Null if the call isn't imported from the CRM.

Tip:

To export team stats such as call activity, trackers, scorecards, and coaching received, use the Team page under Insights. For the steps, see exporting team stats.

Frequently asked questions

The export numbers don't match what I see in the UI. Why?

Coaching metrics exports assign activity to the coaching date rather than the call date. Automatically scored calls may appear under the score date rather than the recording date. Learn more about measuring coaching and enablement.