Enterprise Analytics

Enterprise Analytics

Written by DelentaLast update

There are numerous reports in the Enterprise portal that allow you to track and analyse how your coaches and business is performing.

My finances give an overview of the packages sold, by which coach, the number of sessions in that package and the amount sold

My engagements show the coaching engagements for each coach and the information such as the remaining sessions, payment and the account or customer name

CRM show all of the contacts for the company and include information such as the contact type i.e. client, group or account as well as the assigned coach, email and date created

My Reports includes coaching activities, sales and contacts for the company.

Coaching activities shows the sub-coaches coaching log and information on the coaching sessions including time, duration, session type and whether it was a paid or free session.

Sales include the sold coaching packages information for the coaches and Contacts shows the information for the contacts including the coach, the contacts name, email and their status which includes their contact type such as group, client, client contact etc.

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