Coach improvements
📋 Performance Improvement Plans (PIPs)
You can now formally create and manage PIPs for anyone you manage in Coach, building on the PIP meeting template we shipped in June.
What's new:
Create a PIP for any relationship you manage (or have org-access to)
Draft or Active status: keep a PIP in Draft while you finalize it (deletable), then set it Active when it's ready to go. Once set to active, it can be seen by the person entering the PIP.
PIP status: Pass/ Fail or Extend. Extend changes the due date.
New PIP tab and history table on any relationship with PIP history, showing status, dates, notes, and extension history at a glance.
Meetings run using a PIP template are labeled as PIP meetings in the meeting list, so it's easy to spot which conversations are part of a formal plan.
Find out more ➡️ here.
👥 Org-wide relationship sharing: expanded permissions
Users with org-wide relationship sharing access can now do more than view; they can create meetings, actions, and goals too.
Previously, org-wide relationship sharing gave read-only access; users with this permission couldn't create or edit meetings.
What's changed:
Org-wide access users can now create meetings, goals, and actions — great for ops-type roles creating these on behalf of managers
UI improvement: relationship pages are now split into four tabs — All, My relationships, Shared with me, and Trash. The Shared with me tab includes either the full org-wide share or per-relationship shares. Per-relationship shares remain view-only.
🗓️ Meeting header: quicker time period selectors
The Coach meeting header has been redesigned, making it easier to see and change what a meeting covers at a glance.
What's new:
Live time period selectors are now shown directly in the header, so you can see the meeting period and comparison period without digging into settings.
A quicker way to edit the meeting itself, right from the header.
🎯 New Goals page in Coach
Managers can now see all of their coachees' goals in one place, without clicking into each relationship individually.
What's new:
A new standalone Goal page in Coach (reachable from the top nav)
Goals across all of a manager's coaching relationships are aggregated into a single, filterable table, rather than viewed one relationship at a time.
✨ Coach Relationship Overview glow-up
We've made some layout changes to make the Relationship page more useful and more importantly: every Coach relationship now has its own embedded Dashboard.
What's new:
A new Dashboard tab on each relationship, showing the metrics that matter
Admins can choose which dashboard shows for each relationship (a specific one, the coachee's default, or none) from the relationship's Settings tab
🫸🏼 Coach - new setting: automatically end meetings
We've added a new platform setting to automatically close Coach meetings after a certain number of days, meaning that if a manager forgets to end a meeting during, it doesn't remain open indefinitely.
⚡ Platform speed improvements
We've shipped significant improvements to the speed of the platform. Users should notice a meaningful difference in how quickly pages load and respond. Since the update, our average HTTP request time has halved.
Reporting improvements
📊 Create a report or chart from a template
You can now create a report or chart from an existing template, bringing reports and charts in line with Dashboards, which already had this option.
Previously, there was no way to create a report or chart from a template; you always had to start from scratch.
Now, when creating a report or chart, you can pick from a library of templates that are applied instantly, dropping you straight into the editor with everything already set up, allowing you to get value straight away.
🔍 Better report and chart filtering
We've overhauled filtering on reports and charts to fix a set of long-standing friction points.
Now you can apply and adjust filters with confidence:
Anything visible in the report table or chart can now be found in the filter
Switching entity type and switching back correctly restores your previous selection
Adding and removing entities from an existing selection works cleanly.
🚫 Filter reports and charts with "everyone except"
A follow-up to the above release!
Reports and charts can now be filtered using exclude mode: everyone (or everything) except the entities you pick.
Previously, filters only worked by selecting specific entities to include. That meant if a new user, job, or other entity was added later, it wouldn't automatically show up in a report that already had a filter applied, someone had to go back and update the filter manually.
What's new:
Choose exclude instead of include when setting up a filter
Select the entities you want to leave out, everything else is shown
As new entities are added over time, they're automatically included in the report or chart, no manual updates needed
📊 Split-by support for rolling metrics in Reports & Charts!
Rolling metrics now behave properly wherever you split or plot them over time, in both reports and charts.
What's new:
In reports: rolling metrics can now be split by day. Previously, splitting by week, month, quarter, or year could produce misleading results, since a rolling metric represents a moving window rather than a fixed period. Splitting by day avoids that problem, giving you an accurate day-by-day view instead.
In charts: on Metrics Over Time charts (entities on the x-axis, metrics as the series) and Entities for a Single Metric charts (entities on the x-axis, a single metric as the series), a rolling metric's value now plots across every day its window covers, rather than showing just a single point-in-time value like before.
Setting improvements
✏️ Team moves: correct dates without leaving the team
Following on from Team Moves, you can now view and correct a member's join and leave dates directly from the team itself, not just from their user profile.
What's new:
Join and leave dates are now editable from a team's Members list in Team Management
Changes made here stay in sync with the same records on the user's profile, and vice versa
🔐 New permissions for Reports, Charts & Dashboards
Following the same pattern as Automations, Reports, Charts and Dashboards now have their own view all and edit all permissions, so admins can grant company-wide visibility without transferring ownership.
What's new:
Six new permissions:
view-all-reports/edit-all-reports,view-all-charts/edit-all-charts,view-all-dashboards/edit-all-dashboardsView all: read-only visibility of every item in the company, regardless of owner.
Edit all: edit, delete, and share any item in the company, regardless of ownership.
Users without an Edit all permission can still manage a specific report, chart, or dashboard if it's been shared with them directly with edit access.
🚦 Permissions: risk assessment
Every permission on the Permissions page now carries a colour-coded risk badge, so admins can assess impact at-a-glance before granting permissions to a role.
What's new:
High risk (red): permissions that give someone superpowers or access to the entire company's data
Medium risk (amber): permissions that reach beyond a person's own records; appropriate for people managers and ops roles
Low risk (green): permissions that are suitable for almost anyone
Hovering a badge shows a tooltip with the risk level, the permission's description, and a sentence on the specific consequence and scope.
Integrations
🔌 Integration improvements
A set of integration improvements have shipped:
Pitch endpoint for RecruitCRM: the Pitch metric is now supported for RecruitCRM integrations
Opportunity lifecycles for Tracker v2: we now retrieve the full history for opportunities in Tracker, giving more accurate lifecycle data
CloudCall O1 is live: clients can now be migrated to CloudCall O1. The O1 API is significantly better than standard CloudCall, so migration is heavily encouraged
✨ New integration: Spott
Turn Spott data into more placements! Spott captures the data, OneUp drives the results. Integrate OneUp with your Spott CRM & ATS to get total performance visibility, AI-powered coaching and productivity tools that grow revenue for the whole floor.