Targets are the foundation of most 1:1 conversations in recruitment. Coach displays your existing OneUp targets with added context, comments, and trend visibility, all in one place.
Conversion ratios are one of the most telling signals in a recruitment 1:1s. A consultant might be hitting their CV send target while their interview conversion is dropping — and that's the real conversation to have. Coach automatically calculates and displays ratios between your target metrics, so managers can spend the meeting on the insight rather than the mental arithmetic.
What targets appear in Coach?
Coach automatically pulls in all active targets assigned to the report. To control which metrics are visible in meetings (e.g., select specific metrics only), use the target filter in the settings area of the Relationship:
Navigate to the specific coaching relationship
Go to the Settings area
In the Target filter area, select which metrics you'd like to display
Metrics will only be displayed if the user or team has a target assigned.
Find out how to set targets in OneUp ➡️ here.
What ratios appear in Coach?
Coach displays calculated ratios derived from your active conversion metrics — any metric in OneUp that is defined as a conversion between two other metrics (for example, CVs sent to interviews, or interviews to placements). Ratios are displayed as a X:Y value.
Find out more about metric types here.
By default, all available ratios are shown. To control which ratios appear, use the ratio filter in the Relationship settings:
Navigate to the specific coaching relationship
Go to the Settings area
In the Ratio filter area, select which ratios you'd like to display
Only conversion metrics derived from targets that are active and visible within the relationship will appear.
How targets are displayed
In a meeting or relationship overview, each target shows:
Metric name: What's being tracked (e.g., "1st interviews arranged")
Current period: Actual performance in the current period, and target 🎯
Previous period: Actual performance in the previous period, and percentage comparison between the two periods (current and previous)
The Current and Previous periods reflect the target's interval, not the time between meetings.
For example:
If you have a monthly revenue target, "Current" = this month's performance, "Previous" = last month's performance
Change the period using date overrides
Use a date override in the target table, in order to select a date range to review targets against.
Select the datepicker in the current period, or previous period columns, and select either a custom date range, or from presets on the right hand-side e.g., this week:
The previous period will autoupdate to reflect the override applied on the current period column, but you can always customize this further by selecting the datepicker on the previous period column and choosing exactly what you'd like to display.
What are the current and previous periods showing?
By default, the Current and Previous periods reflect the target's interval, configured in Manage > Targets.
When a date override is applied, the current and previous period will reflect this:
When a custom date range is selected:
The previous period will show the same amount of custom dates in the past. For example: Current period = 1st-5th March / Previous period = 24th-28th February.
When a datepicker preset is selected:
Preset "to" dates such as week to date, month to date, quarter to date, year to date
The previous period will be the previous full period. For example, last week, last month, last quarter, last year.
When any other preset is selected e.g., this week
The previous period will mirror the selection in the past. For example: Current period = this week/ Previous period = last week
The ratio time period will reflect the date range selected for the targets table, allowing you to make comparisons with ease.
Viewing target trends & drill into the data
To see how performance has changed over time:
Click the chart icon next to a target.
Review highs, lows and patterns on the trend chart.
Use this to:
Identify seasonal trends (e.g., revenue dips in December)
Spot declining performance early
Celebrate sustained improvement
To drill into the data:
Select drill down in the table, next to the actual performance.
Use this to:
View all the details associated with performance against this metric
Adding comments to targets
Comments allow you to add context to the numbers. Use them to:
Explain why a target was missed ("Holiday for 5 days this month")
Capture commitments made during the meeting ("Agreed to focus on calls over send-outs")
Ask questions before the meeting ("What's blocking your client meetings?")
Celebrate wins ("Smashed revenue - great work!")
How to add a comment
Locate the target performance area, in the meeting or relationship view.
In the table, select the comment icon in the Comments column.
Type your comment.
Select the send button to add it.
Both manager and report can add comments. All comments are timestamped and attributed to the person who wrote them.
When to use comments
Add comments whenever the numbers need context:
Holidays or sickness: "Only worked 3 days this week"
Data issues: "Placement not synced from CRM yet"
Strategic shifts: "Deprioritizing calls to focus on existing pipeline"
External factors: "Lost 2 major clients this month"
Tips for using targets effectively in Coach
Add comments proactively, not reactively
Don't wait until your 1:1 to explain why you missed a target. Add context as soon as you know there's an issue (holiday booked, client lost, CRM data missing). This gives your manager time to understand the situation before the meeting, making the conversation more productive and less defensive.Use date overrides presets to compare like-for-like periods
If you run fortnightly 1:1s but have monthly targets, the default "Current vs Previous" won't align with your meeting cadence. Use date overrides to select the exact period since your last meeting (e.g., "Last 2 weeks") for a more accurate comparison.
FAQs
Why can't I view any targets or performance?
There are two possibilities here:
No targets or performance has been added against metrics. Find out how to set targets ➡️ here.
You do not have the data access level required on OneUp, to view performance data (including targets), for the user or team you have set up a coaching relationship with. Find out more about data access ➡️ here.
There could be a filter applied in the settings area of the relationship. Select all metrics here and all metrics that the user or team has targets against will show.
Can I edit or delete a target in Coach?
Yes, but only if you have platform permissions allowing you to do so. Required OneUp permissions:
Manage Targets For Teams You Manage
Manage Team Member Targets
To amend a target directly in Coach, select the edit icon on the far right of the target in the table:
Find about about amending targets for all users/teams in Manage > Targets ➡️ here.
Can I delete a comment I added to a target?
No. Once a comment is posted, it's permanent. This is by design; Coach maintains an audit trail for compliance and fair performance management. If you made a mistake or want to clarify, add a follow-up comment instead (e.g., "Correction: I was off for 3 days, not 5").
Can I add comments to targets outside of a meeting?
Yes. You can navigate to the Overview tab of the coaching relationship and scroll to the target performance section to add comments at any time. You don't need to wait for a scheduled 1:1.