Coaching your Clients

Collecting lots of data is easy, but it's not so easy to make sense of all this data. This is why we carefully selected the data that we use in our analysis features. Each type of data or KPI (key performance indicator) adds a meaningful perspective when you are looking at your clients current and historic performance. Combined with your professional knowledge and your ability to draw conclusions for the betterment of your client, we are excited to help you to bring all the numbers to life.

In the previous chapter Analyzing Goals we learned all about looking at and analyzing a specific goal of one of your clients. While looking at the most basic level of data will give you valuable insights, it can be a very time consuming and tedious job, especially if you have many clients and lots of goals.

In such cases, a different approach can be more useful: analyzing top-down. Instead of looking at each goal individually, you take a look at the performance of your client as a whole. And since you might have a lot of clients to look at, we introduced the compare performance feature.

Analyzing a Single Client

To get a quick understanding of your client's performance, all you have to do is to open the client's dashboard. There you will find all the clients on a specific team when you click the Clients menu item in the team's navigation list.

Open a client's dashboard by clicking on his/her name.

A client's dashboard comes with a range of KPIs that will help you understand the client's current and past performance.

Our Click KPI will give you an indication of your client's level of interaction with his or her goals. Whenever a client records, updates or deletes an activity, it is counted as a click. While the number of clicks can vary significantly with the number of goals for each individual client, a low or zero Click KPI can be an indication that your client is losing focus.

Next, you will find the Current Achievement Bar KPI. Depending on the timing of your client's goals, it can show more or fewer indicators at any given time:

Due Today

Number of goals that are due today. Depending on the current day it can include a variety of goals. By the end of the month, for example, this KPI will include both daily goals and monthly goals. The percentage number indicates the average achievement level of all goals included in this category.

Daily

Number of already completed daily goals compared to the total number of goals that repeat daily. The percentage number indicates the average achievement level of all currently active daily goals.

Weekly

Number of already completed weekly goals compared to the total number of goals that repeat weekly. The percentage number indicates the average achievement level of all currently active weekly goals.

Other

Number of already completed goals compared to the total number of goals. This includes all goals that do not repeat daily or weekly. Here you will find monthly, custom timing and one-time goals. The percentage number indicates the average achievement level of all currently active goals included in this category.

Our Historic Achievement Chart KPI will give you a visual indication of your client's past performance for the last 365 days. You can switch between a day, week and month focus. It combines the performance of all goals that your client is now working on or was working on in the past.

If your client has monthly or weekly goals and you look at the chart using a day focus, the performance of these goals will nevertheless be included. Here is an example: let's assume your client only has a monthly goal. When you look at the chart at a day level, each day of the month will show the performance achievement of the whole month it belongs to.

The goal table lists all goals of the client. Clicking on the name of a goal will open the goal's dashboard. In addition to the Current Achievement KPI and some basic information about the goal, the table features indications for the length of the current streak and a spark line chart to indicate the performance over the last 14 periods.

Analyzing many Clients

If you need to compare and analyze all or some clients of a team, the Compare Performance feature will likely be your best friend. With it, you can quickly gain a good understanding of the client's current and past performance, and moreover you have the ability to drill down to the goal level.

Comparing Clients

Quick Setup Tutorial

  1. Go to your team's Members menu
  2. Select the clients
  3. Click the Compare Performance button to start

To get started, switch to the Members list of your team. You can now select all the clients which you like to compare.

Using Tags to Select Clients Faster and More Easily

You can use the search and even the Tags feature to quickly find and select the right clients you want to include in the analysis. You can learn more about using tags with clients here.

Click the Compare Performance button to open the compare view with the selected clients.

Once you have started the compare feature with your choice of clients, a new pop-over window will open. Just like a client's dashboard, the compare view comes with a range of KPIs (key performance indicators) that will help you understand the current and past performance of your clients.

Our Historic Achievement KPI gives you a good indication of the average achievement performance of all selected clients within the given timeframe.

You will most likely already recognize the Current Achievement Bar KPI from the client dashboard. Within the context of the comparison, it includes the goals of all selected clients. You can learn more about the individual KPIs in the Analyzing a Single Client section.

Our Click KPI will give you an indication of your client's interactions with their goals. Whenever they record, update or delete an activity it is counted as a click.

Next comes the compare data grid, listing every client included in the analysis alongside their individual KPIs on a client level.

Export Shown Data

Use the Export Data button to quickly and easily export the client data from the compare data grid. You can export the data as JSON or CSV format, and either download the result as a file or copy it directly to your clipboard.

If you click the arrow to the left of a client's name, you can reveal all of the goals that have been included in the current analysis of the client. To show the actual goal, you can just click on the name of the goal to open its dashboard.

You can choose from a list of KPIs to be shown in the data grid. To access the list of available KPIs, click on the icon in the lower left corner of the data grid. Just select or deselect the KPIs that you want to be shown or hidden.

Select Columns To Show or Hide
Select Columns To Show or Hide

Batch Actions

Quick Setup Tutorial

  1. Go to your team's Members menu
  2. Select one or more clients
  3. Click the Client Batch Actions button
  4. Select the appropriate batch action

Batch actions help you eliminate repetitive steps when assigning goals or workflows to clients and when managing your client list. You can use the following batch actions for one or many clients:

  • Apply one or many goal templates to clients
  • Add clients to a shared goal or challenge
  • Deploy a workflow to clients
  • Archiving clients
  • Deleting clients

Start by selecting one or more clients to enable the Client Batch Actions button to the left of the Compare Performance button. Select the appropriate action from the batch actions button and follow the on-screen instructions.

Quick Setup Tutorial

  1. Go to your team's Members menu
  2. Enter your search term in the search input box
  3. Select the appropriate search scope
  4. Press the enter key to start the search

The integrated search option lets you quickly search for a single client or group of clients. You may also use the search option to search for goals, workflows and reminders already assigned to clients.

Search results will quickly give you the client’s name, name of the goal/workflow/reminder, the creation date of the goal/workflow/reminder, and an optional archived date.

Search results also indicate shared goals, goals shared by clients and shared reminders.

Depending on the search result and your selection, you may also use the following batch actions:

  • Unarchive goals, workflows & reminders
  • Archive goals, workflows and clients
  • Delete goals, workflows, reminders and clients