When the rep clicks on the Coaching tab, their active Coaching Plans will appear. Reps can have multiple active Coaching Plans at a time. If there are no active Coaching Plans, the Coaching tab will not appear in the rep's ExecVision.
Select the Plan drop down to view a specific 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, coaching sessions are measured against the progress trajectory (dotted line) established for that specific skill.
In the example below, 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 can still improve in this skill to reach attended goal but progress has been made.
The legend/key to the right of the graph was set by the manager when the initial Coaching Plan was created. Only a user with manager or admin permissions can edit or delete an existing plan.
Click the skill next to Show Skill to select the correct skill. In the above example, we are looking at metrics for the “Lead In” skill.