When the rep clicks on the Coaching tab, their latest active Coaching Plans will appear. Reps can have multiple active Coaching Plans at a time.
Select the Plan drop down to view a specific plan. Completed plans will specify (Complete) in parenthesis.
If there are no active Coaching Plans, the Coaching tab will not appear in the rep's ExecVision.
Once you've selected a Coaching Plan, a chart shows the progress over time towards the goal of the plan. Coaching sessions are measured against the progress trajectory (dotted line) established for that specific skill.
In the below example, the goal that the coach and rep established for “Establishing Direction” was 71%. In the month of November, Reed saw a slight dip in performance but eventually met plan's goal.
The legend/key to the right of the graph is populated based on the parameters set in the initial Coaching Plan set up.
For plans with multiple skills being addressed, select the radial button beside Show Skill above the chart to see progress on the 2nd skill.