Coach improvements
đ Connect your Google Calendar!
Outlook was already supported for Coach meetings, and now Google Calendar is too.
Once connected, meetings (including their links and invitees) get sent to email and appear directly in the calendar.
What's supported:
Meetings added, updated, or deleted in Coach are reflected in the calendar event.
Coach meetings updated or deleted in Google Calendar are reflected in Coach (e.g. rescheduling in Google Calendar is respected in Coach).
When someone is added to a team with a Coach team relationship, they're invited to all upcoming meetings.
When someone is removed from a team, they're removed from upcoming meetings going forward.
Only the relationship owner or manager needs to connect their calendar. Everyone else receives invites automatically.
New meetings still need to be created in Coach.
Meetings created before the calendar was connected won't sync automatically: make a small update to the meeting (e.g. change its title) to trigger the sync.
Find out more âĄď¸ Connecting your Google Calendar to Coach
âťď¸ Recurring meetings
Recurring meetings were the most requested Coach feature, and they're now possible.
Set up repeating meetings (like weekly 1:1s or monthly check-ins) instead of scheduling each one individually, synced with both Outlook and Google Calendar.
The new scheduler lets you choose a daily, weekly, or monthly cadence and preview exactly when future meetings will land before you confirm.
What's supported:
Repeat on a daily, weekly, or monthly cadence, including custom patterns like "last Friday of the month."
A Preview repeats option shows upcoming occurrences before you save.
Renaming, moving, or deleting a single occurrence is fully supported without breaking the rest of the series.
Find out more âĄď¸ Setting up a recurring Coach meeting
Dashboard improvements
đ New display formats for Target widgets: trend line and bars
Target widgets are the most-used feature on the platform, so we've added two new display formats to give you more ways to visualize progress:
Trend line plots a cumulative trend against the target line, so you can see at a glance whether the gap to target is opening or closing. This is something the dial format can't show, making it ideal for tracking momentum over time.
Bars gives you a segmented progress bar as an alternative to the dial.
Both formats are available when configuring or editing any Target widget. If you have a lot of targets on one dashboard, mixing the formats helps make your data visually clearer at a glance.
To use a new format, open any Target widget in edit mode and select your preferred display from the format options.
đ Report widgets now autosize to content
Report widgets on dashboards previously had a fixed minimum height, which could leave a lot of empty space under short reports (like single-row reports).
The maximum height is unchanged, so grids of widgets still line up without gaps, but the minimum height has been removed. Short reports now shrink to fit their content instead of leaving empty space below them.
â¨Goal widgets have had a mini-glow up
Multiple goals now look way better - rows expand to fit the empty space.
Targets improvement
đď¸ Record time off and automatically adjust targets
You can now record time off directly on the Targets page and automatically adjust targets to account for the time someone was away.
How it works;
Add time off directly from the Targets page
Targets are proportionally reduced based on the working days affected
The normal target remains in place before and after the time off
Revenue targets are not affected by default, but you can choose to reduce these too in Platform settings > Targets
Time off is shown on the target timeline and can be amended or deleted
Find out more: How to account for time off in targets.
Reporting improvement
đ Per-head averages in reports
You can now use Per head average as an aggregation option in Team and Company Reports.
Per-head average divides a metric total by the number of people in the relevant team or company, making it easier to compare performance across teams with different head-counts.
Why use it?
Instead of comparing total output between teams of different sizes, you can see performance relative to team size. This makes it easier to identify which teams are performing well and spot areas that may need attention.
A few things to know...
Available on Team and Company Reports
Not available for conversion metrics
Calculated using team membership headcount
Available alongside existing aggregation options such as Total, Minimum, Maximum and Average
This is particularly useful when comparing teams where headcount varies.
