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PCP - Metrics

Once you have the Pro Coach Plugin enabled and setup for each coach. You can view the data it generates by going to People -> Staff Members then selecting 'View Coach Info / Metrics' from the context menu.

 

Clients Tab

This will show you the breakdown of all clients on the coach roster. 

 

Leads Tab

Use this tab to manage all Leads assigned to that coach. Get a quick snapshot of each Leads status, how they were referred and date acquired.

 

Appointments Tab

Keep track of your most recent appointments and see which clients on your roster have outstanding appointment credits to use. 

 

Referrals Tab

Use this to see which clients have active plans that are paying referral fees to a coach.

 

 

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