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Overview

Coaching Trends aggregates the reviews submitted through Coaching Scorecards into a workspace-level view of performance over time. It answers “how are we scoring on conversations lately?” with a headline average, a breakdown per scorecard, and a feed of the most recent reviews.
Coaching Trends follows the reviewer. To see how each rep is scoring, credited to the teammates on each call, add a Coaching column to a team performance table, or the Call Score Trend and Weakest Criteria blocks to a dashboard.

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How it works

The screen reads every submitted review in your workspace within a trailing time window and summarises it. You choose the window from a dropdown in the header: Last 7 / 30 / 60 / 90 days (30 is the default). All figures recompute when you change the window. The page has three tabs:
  • Your reviews: the calls a coaching goal has assigned you this period, with an “AI draft ready” marker where the call was scored automatically. Review opens the call; Swap trades it for another eligible call. Listening the Call Library has assigned you shows above.
  • Goal progress: one row per rep, one column per goal, with reviews done against the target. Workspace admins see everyone, team admins see their teams, and everyone else sees their own row.
  • Trends: the rollup below.
The Trends tab has three sections:
  • Summary cards: total Reviews in the window, and the overall Avg. Score as a percentage with a progress bar. Scores are colour-coded: green at 80%+, yellow at 50–79%, red below 50%.
  • Scorecard Breakdown: one row per scorecard, showing its average score and how many reviews fed into it.
  • Recent Reviews: a feed of individual reviews, each showing the conversation title, the scorecard used, the reviewer, the submission date, and the review’s score.
Trends only count submitted reviews. Draft or in-progress scoring on a conversation’s Coaching tab doesn’t appear here until you submit it.
A trend percentage is a rollup across many reviews and can differ slightly from the badge on an individual review. For the exact score behind one conversation, open that review and read its per-criterion breakdown.

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Using it

1

Open Coaching Trends

Go to Settings → Coaching → Coaching Trends.
2

Pick a time window

On the Trends tab, use the dropdown in the header to choose Last 7, 30, 60, or 90 days. The summary, breakdown, and feed all recompute.
3

Read the rollups

Check the Avg. Score card for the headline, scan Scorecard Breakdown to compare scorecards, and use Recent Reviews to jump into specifics.

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Troubleshooting

When reporting an issue, include the request id shown in the error toast. It links the in-app error to the server logs.