Your dashboard is the central hub for managing your coaching practice. Get a complete overview of client needs, track performance metrics, and manage tasks all in one streamlined interface.
Dashboard Overview
The dashboard provides five key sections to help you stay organized and focused on what matters most:
Needs Attention - Identifies clients requiring immediate action
Touchpoints - Communication tracking and goal setting
Activity Feed - Real-time client activity and engagement monitoring
My Stats - Performance metrics and compliance overview
My Tasks - Personal task management and automated reminders
Coaching Services Customization
Customize which services appear on your dashboard for each client using the Coaching Services feature. Select from Exercise Program Design, Lifestyle Coaching, and Consultations to ensure your dashboard shows only relevant metrics and due dates for each client's specific service package.
Needs Attention Section
Quickly identify which clients need your immediate focus. This prioritized view helps prevent clients from falling through the cracks.
Available Filters
Sort client tasks by:
Exercise Due
Lifestyle Due
Consults Due
Missed 2+ Workouts in a Row
Missed 2+ Lifestyle Prescriptions in a Row
Less than 50% Exercise Compliance
Less than 50% Lifestyle Compliance
All (view everything at once)
Coaching Services Customization
Streamline your dashboard by customizing which services appear for each client. Select from three available coaching services:
Exercise Program Design - Workout programming and fitness plans
Lifestyle Coaching - Habit tracking and lifestyle prescriptions
Consultations - Regular check-ins and assessment meetings
Benefits:
Decluttered dashboard - See only relevant metrics for each client
Accurate compliance tracking - Metrics reflect actual services provided
Personalized due dates - Only shows deadlines for active services
Improved workflow - Focus on services you're actually delivering
Managing Coaching Services
From the Dashboard:
In the Needs Attention section, click the three dots next to any client
Select "Manage Coaching Services"
Toggle services on/off for that specific client
From Client Profile:
Navigate to the client's profile
Go to Settings section
Update Coaching Services preferences
Save changes
How to Use
Select your preferred filter from the dropdown
Review the client list that appears
Click on any client to take immediate action
Address urgent items first (red indicators)
Use this for: Daily workflow prioritization, identifying at-risk clients, systematic client check-ins
My Tasks
Eliminate scattered to-do lists with integrated task management directly within CoachRx.
Task Types
Manual Tasks (You Create)
Custom tasks with due dates
Client-specific reminders
Administrative follow-ups
Automatic Tasks (System Generated)
Onboarding guidance for new users
Overdue payment alerts
Platform feature reminders
How to Manage Tasks
Create a task: Click "Add Task"
Set details: Add description, due date, and assign to client (optional)
Track progress: Check off completed tasks
Review regularly: Use the task list for daily planning
Best practice: Review your task list each morning to plan your coaching priorities.
Touchpoints
Track and maintain consistent client communication with goal-setting and progress monitoring.
Setting Goals
Organization Goals
Set by organization owner/admin
Applies to all coaches
Establishes minimum communication standards
Individual Coach Goals
Personal communication targets
Must meet or exceed organization minimums
Customizable based on coaching style
Tracking Progress
Your dashboard shows:
Completion percentage of your touchpoint goal
Clients you've reached your goal with
Clients still needing attention
How to Use
Set your communication goal in settings
Monitor progress on your dashboard
Focus on clients showing in "needs attention"
Track touchpoints through comments, messages, and consultations
Note: You can disable this feature if you prefer not to use structured communication tracking
Activity Feed
Monitor real-time client activity and engagement based on your assigned programs and prescriptions. Stay connected with what's happening across your entire client base.
Key Features
Client filtering - View specific clients or all clients at once
Activity types - Filter by Exercise Sessions, Lifestyle Prescriptions, or Weekly Check-In Feedback
Engagement opportunities - Add comments and reactions directly to client activities
Progress monitoring - Track what's working well and identify improvement areas
How to Use the Activity Feed
Access the feed from your dashboard center section
Filter by client using the dropdown to focus on specific individuals
Filter by activity type:
Exercise Sessions (workout completions and results)
Lifestyle Prescriptions (habit tracking and compliance)
Weekly Check-In Feedback (client responses and updates)
Engage with activities by adding supportive comments or reactions
Monitor trends to identify patterns in client behavior
Engagement Best Practices
Celebrate wins - Acknowledge completed workouts and achievements
Provide encouragement - Support clients through challenging periods
Add personal touches - Use reactions and emojis to show you're engaged
Address concerns quickly - Respond to missed sessions or declining compliance
Workflow tip: Check the Activity Feed 2-3 times daily to maintain consistent client connection and catch issues early.
My Stats
Get insights into your coaching effectiveness with key performance metrics.
Available Metrics
Total Client Count - Active clients you're coaching
Total Client Compliance % - Overall adherence to all programs
Exercise Client Compliance % - Workout program adherence
Lifestyle Client Compliance % - Lifestyle prescription adherence
Time Filters
View stats across different timeframes:
30 days
60 days
90 days
Using Stats Effectively
Identify trends - Are compliance rates improving?
Spot problems early - Declining metrics indicate issues
Adjust approach - Use data to refine coaching methods
Track growth - Monitor client count and retention
Best Practices
Daily Dashboard Routine:
Check Needs Attention for urgent client issues
Review My Tasks for today's priorities
Monitor Touchpoints for communication goals
Quick glance at My Stats for overall health
Weekly Review:
Analyze compliance trends in My Stats
Adjust touchpoint goals if needed
Clear completed tasks and set new ones
Identify patterns in Needs Attention
FAQ
Q: How often should I check my dashboard?
A: Daily for Needs Attention and Tasks, weekly for deeper Stats analysis.
Q: Can I customize which metrics appear?
A: The core metrics are standard, but you can adjust timeframes and touchpoint goals.
Q: What counts as a "touchpoint"?
A: Comments on workouts, direct messages, consultation notes, and any direct client interaction.
Q: Why don't I see the Touchpoints section?
A: This feature can be disabled in settings if you prefer not to track communication goals.
Q: How do I prioritize items in Needs Attention?
A: Focus on compliance issues first, then overdue consultations, then missed workouts.
Q: Can I export my stats data?
A: Currently, stats are for dashboard viewing only. For detailed reporting, use the Business Suite metrics section.