Coaching sessions are one-on-ones between the manager and the rep to review calls showcasing a pre-identified skill.
The navigation bar within this widget provides the following information:
Rep: the name of the rep with a Coaching Plan
Skill: the skill the plan is focused on
Plan Progress: How many sessions completed to date
Since Plan Start: progress in skill since Coaching Plan started
Since Last Review: progress in skill since the last review
Next Review: the next scheduled review session
Click the gear icon to either edit an existing plan or click the x button to end a plan.
The message, “You have no reps with active coaching plans yet” will appear if there aren't any active plans with the reps.
Reviews with Rep
Select the rep’s name to access the rep’s Stats tab and plan progress to access an active coaching session. Calls for Review are calls that the manager and rep have contributed for a specific coaching session. Both the rep and the manager listen and score the skill that is being coached in this Coaching Plan.
Once you've selected a Coaching Plan, a chart shows the goal set by the rep and manager. Goals are set based off of the score for that skill in scorecards. Over time these reviews get measured against the progress trajectory (dotted line) established for that specific skill.
In the below example, the goal that the manager and rep established for “Lead-In” was 80%. In the month of September, Herman averaged 12% but saw an increase to 55% average in November. This chart shows that Herman has made progress in this skill, but still has room to improve.
Reps and Managers have access to historic coaching sessions. Click on the tabs to select the specific review. The list of calls selected for each review session will be specified below. The scores of specified skills for each call are present in the right hand column.
In the chart, each vertical bar is a session, the orange bar is the one currently being viewed. The grey shaded polygon behind the bars represents other scorecards that are being completed for the rep's calls.