Overview
Coach metrics turn what happens in Coach into numbers you can report on. They count things like actions completed on time, goals completed and meetings held, so accountability sits next to your CRM performance, such as CVs sent or placements.
OneUp automatically calculates these metrics from the actions, goals and meetings already recorded in Coach, so they are always up-to-date.
Use Coach metrics to:
See in one report whether a team is following through on what was agreed in 1:1s.
Set targets for coaching behaviors, such as meetings completed each month.
Run leaderboards and leagues on follow-through, not just sales activity.
Bring evidence into performance conversations.
The Coach metrics
Actions
Actions completed on time: actions finished on or before their due date.
Actions completed late: actions finished after their due date.
Actions open: actions still to be completed (accepted, in progress or overdue).
Actions completed on time (%): the percentage of actions completed on time.
Actions completed late (%): the percentage of actions completed late.
Goals
Goals completed: number of goals done
Goals failed: number of goals marked as failed
Goals open: goals still in progress (accepted, in progress or overdue).
Goals completed (%): the percentage of goals done
Goals failed (%): the percentage of goals marked as failed
Meetings
Meetings completed: meetings that took place.
Meetings cancelled: a count of meetings that were deleted
Meetings rescheduled: meetings moved to a new time.
Targets hit
Total targets hit (%)
Revenue targets hit (%)
Whose numbers do they count toward?
Actions, goals and targets count for the person they are assigned to.
Meetings count for the coachee, not the manager running the meeting.
Which date does a record count against?
Each metric looks at a different moment, so a record counts in the period where that moment falls.
Metric | Counted in the period when… |
Actions completed on time / late | the action was created and completed within the period |
Goals completed / failed | the goal was created within the period and its status last changed within the period |
Actions open / Goals open | it was created within the period and is still open now |
Meetings completed | the meeting ended within the period |
Meetings cancelled | the meeting was cancelled within the period |
Meetings rescheduled | the new time was saved within the period |
On time and late are judged by calendar day. An action completed on its due date counts as on time, whatever the time of day.
Where you can use Coach metrics
Feature | What’s available |
Reports and Charts | All Coach metrics, including percentages. You can save them, use them in templates and download them (PDF, Excel, CSV). Activity widgets support chart format and trend lines. |
Targets | Counts only (not percentages). |
Dashboard target widgets (Single Target and Targets dials) | Actions completed on time, goals completed and meetings completed only. |
Missions and leagues | Actions completed on time, goals completed and meetings completed only. |
Leaderboards (page, widget and TV) | Coach counts. Percentages aren’t available. |
Drill down | From widgets, charts and reports. The list shows the same records counted in the number. |
Setting a goal in Coach | Actions completed on time and meetings completed only. |
Tips
Pair Coach metrics with CRM metrics. Put Actions completed on time next to CVs sent to see whether follow-through and activity move together.
Lowest first on leaderboards. For metrics where lower is better (such as Actions completed late), the leaderboard ranks the lowest number first.