Overview
The Dashboard provides a high-level summary of your client's engagement, scheduled events, and key activity insights. This page helps you track client interactions, attendance, and satisfaction in one place.
How to Use the Dashboard
Monitor Client Activity:
Review the Client Engagement Overview to understand which clients are active, engaged, or inactive.Track Scheduled Events:
Stay on top of upcoming events with the Upcoming Events section.Refresh Data:
Use the Refresh button to get the latest data without reloading the page.
1- Understanding the "Clients" Metric
What is the client metric?
The Clients metric represents the total number of active clients in your account. This includes only clients who currently have access to the platform. Clients who have been deactivated are not included in this count.
How is it calculated?
The count reflects all clients with active access to your account.
Clients marked as inactive or deactivated are excluded.
The data is updated automatically as you add or deactivate clients.
What Does "Last Month" Show?
The Last Month section provides the number of active clients as of 11:59 PM on the last day of the previous month. This snapshot allows you to analyze your client base at specific intervals.
When Does It Appear?
For new organizations, this section remains hidden until the first full calendar month has ended.
Example 1: If you create your organization on October 29th, the Last Month metric will appear after the end of November.
Example 2: If you create your organization on September 2nd, the metric will appear after the end of September.
Discover why this metric matters, how to use it effectively, and explore sample use cases here.
2- What is the "Engaged Clients" Metric?
The Engaged Clients metric represents the number of clients who actively interacted with your coaching content or platform in the last 14 days. This metric highlights which clients are participating meaningfully in your programs and activities.
Important Note: Visits alone (e.g., viewing a page or logging in) are not counted as engagement. Only meaningful actions are considered.
How is it Calculated?
A client is considered engaged if they have completed any of the following activities at least once in the past 14 days:
Key Engagement Activities
Tasks
Completed, updated, or created a task.
Habits
Updated a habit (checked, unchecked, input, etc.).
Created or deleted a habit.
Files (Drive Block)
Uploaded a file.
Courses
Completed a lesson in a course.
Smart Documents
Made progress on a smart document by responding to a question or input field.
Forums
Published a post.
Commented on a post.
Liked a post.
Events
Added a meeting note.
Made any agenda updates.
Attended an event (manually marked by the admin/coach).
Replied to a Meeting Feedback Survey.
Offers
Purchased an offer.
Messaging
Sent a reply to a message or started a conversation.
Discover why this metric matters, how to use it effectively, and explore sample use cases here.
3- What is the Non-Engaged Clients Metric?
The Non-Engaged Clients metric represents clients who have not performed any meaningful actions on the platform in the last 14 days. This metric helps you identify clients at risk of disengagement and take targeted actions to re-engage them.
Important Note:
Visits or views (e.g., logging in or viewing a page) are not counted as engagement.
Only meaningful interactions like completing tasks, attending events, or participating in forums are considered.
How is it Calculated?
A client is considered non-engaged if they have not completed any of the following activities in the last 14 days:
Non-Engagement Criteria
Tasks
No tasks completed, updated, or created.
Habits
No habits updated (checked, unchecked, input, etc.), created, or deleted.
Files (Drive Block)
No files uploaded.
Courses
No lessons completed.
Smart Documents
No progress made on a smart document (no responses submitted).
Forums
No posts published, comments made, or posts liked.
Events
No meeting notes added.
No agenda updates made.
Did not attend an event (manually marked by the admin/coach).
Did not reply to a Meeting Feedback Survey.
Offers
No offers purchased.
Messaging
No message replies sent or new conversations started.
Discover why this metric matters and how to use it effectively. Explore sample use cases here.
4- What is the Hours Booked Metric?
The Hours Booked with Clients metric represents the total number of hours scheduled for events created by the coach during a specific week. It helps coaches monitor how much time they have allocated to client-facing activities.
Important Note:
This metric reflects the events scheduled by the coach in upcoach. It does not measure direct demand from clients (e.g., through client-initiated bookings), as upcoach does not currently provide a built-in scheduling tool for public availability or client-driven booking.
How is it Calculated?
This Week:
The total duration of all events scheduled by the coach in the current week (Monday to Sunday).
Last Week:
The total duration of all events scheduled by the coach in the previous week (Monday to Sunday).
Calculation Details
The metric sums the total duration of all scheduled events within the defined time period.
Hours are rounded to the nearest 0.5-hour interval for clarity and simplicity.
Display Rules
Exact hours are displayed as whole numbers (e.g., "1 hour," "9 hours").
Partial hours are displayed with one decimal point (e.g., "1.5 hours," "9.5 hours").
Rounding Logic:
0-14 minutes: Round down to the nearest whole hour.
Example: 1 hour 10 minutes → "1 hour"15-44 minutes: Round up to the nearest 0.5 hour.
Example: 1 hour 20 minutes → "1.5 hours"45-59 minutes: Round up to the next whole hour.
Example: 1 hour 50 minutes → "2 hours"
Discover why this metric matters and how to use it effectively. Explore sample use cases here.
5- What is the Meeting Attendance Rate Metric?
The Meeting Attendance Rate measures the percentage of program members who attended scheduled meetings in the last 14 days. This metric helps you evaluate client participation and the effectiveness of your scheduled sessions.
How is it Calculated?
The attendance rate is based on events where participant details are managed and marked by the coach in the "Manage Participants" modal. Events without recorded attendance information are not included in the calculation.
Key Rules for Calculation
Only Program Members Count:
Clients (program members) listed in the Manage Participants modal are included.
Coaches’ attendance is excluded to prevent skewing the results.
Multiple Attendances:
If a client attends multiple events, each attendance is counted separately.
Example: If a client is invited to 3 events and attends 2, they are counted twice in the numerator and 3 times in the denominator.
Formula
The formula for calculating the Meeting Attendance Rate is:
Example
In the last 14 days, a coach created 10 events but only managed participant details for 6 of those events.
Total program members listed across all 6 events: 100
Total members marked as "present" by the coach: 70
The Meeting Attendance Rate is:
Discover why this metric matters and how to use it effectively. Explore sample use cases here.
6- What is the Meeting Feedback Score (Avg.) Metric?
The Meeting Feedback Score (Avg.) reflects the average score given by clients (on a scale of 1-10) when they respond to post-meeting feedback surveys in the last 14 days. It allows coaches to measure client satisfaction with their meetings and identify opportunities to enhance the meeting experience.
How is it Calculated?
The average score is calculated based on the feedback surveys sent after meetings. Only responses from clients are included in the calculation.
Key Rules for Calculation
Included Events:
Only events where the coach sent a feedback survey to clients using the "Manage Participants" modal are counted.
Client-Only Responses:
Scores submitted by coaches are excluded.
If a survey was sent but no clients responded, that event is excluded from the calculation.
No Penalty for Non-Responses:
If a client receives a survey but does not respond, it does not impact the score.
Formula
The formula for calculating the average feedback score is:
Example
In the last 14 days:
A coach conducted 10 meetings but sent feedback surveys for 6 of them.
Across these 6 meetings:
100 clients received a survey.
50 clients responded.
The total sum of scores from the 50 responses is 450.
The Average Feedback Score is:
Data Points Summary:
"50 client responses across 3 different events."
Discover why this metric matters and how to use it effectively. Explore sample use cases here.