Welcome back, Sarah

Here's an overview of your coaching practice

Out of Office

Pause new assignments and hide from matching pool

Active Engagements

Satisfaction Score

4.8/5

↑ 0.2 from last quarter

Chemistry Win Rate

78%

Avg Engagement

7.2 mo

Aggregated Results10 surveys

Avg Feedback

4.3/5

Avg Program Eval

4.2/5

Avg NPS

8.3

Promoters

Detractors

Sessions Delivered

148

+12 this month

Completion Rate

94%

+2% vs last quarter

Utilization Rate

87%

−3% vs last quarter

At-Risk Engagements

1 new this week

Time Tracking Overview35.7 hrs total

Session Time

◇ Planned

24.5 hrs this month

Automatically captured from calendar/video platform integration

Messaging Time

◇ Planned

3.2 hrs this month

Activity-based tracking of time spent in messaging interface

Manual Time

Live

8.0 hrs this month

Coach-logged prep work, research, report writing, and admin tasks

Auto-tracked channels will connect to calendar and video platform integrations. Manual entry is available now via the Billable Log.

Profile Completeness100%

Your profile is complete and ready for matching.

Intake Capacity

New participants you can accept

B2B Capacity

Corporate clients

B2C Capacity

Individual clients

Total active engagements12

Recent Records

LD Coach Jared
CL-014736
◇Richardson Inc – LD – Prod Test Sys A…

Notifications & To-Do

New coaching match
You've been matched with David Kim at Amazon for Executive Coaching.
2 hours ago
Session reminder
Coaching session with Maria Chen tomorrow at 10:00 AM.
4 hours ago
Milestone approaching
Mid-Point Review for James Wright is due in 3 days.
1 day ago
Profile update needed
Your quarterly profile review is due. Please verify your information.
2 days ago
New survey results
Participant feedback survey completed by Anika Patel.
3 days ago

Upcoming Schedule

SessionsMilestones

Tomorrow
8:22 AM
Maria GonzalezCoaching
Deloitte60mZoom
Sat, May 30
8:22 AM
Daniel CaesarChemistry Call
Tycho Manufacturing45mGoogle Meet
Sun, May 31
8:22 AM
Aisha RahmanCoaching
McKinsey60mMS Teams
Tue, Jun 2
8:22 AM
David ParkCheck-in
Amazon30mZoom
Thu, Jun 4
8:22 AM
Janelle MonaeCoaching
TechCorp60mGoogle Meet

Recent Activity

New participant matched - Deloitte
Mar 7, 2026
Updated availability schedule
Mar 4, 2026
Chemistry meeting completed - LinkedIn
Feb 28, 2026
Mid-point review submitted
Feb 24, 2026
Added new certification: EQ-i 2.0
Feb 14, 2026

Upcoming Blackout Dates

Family vacation
Jul 13 – Jul 27, 2026
Blocked
Conference - ICF Converge 2026
Aug 31 – Sep 4, 2026
Blocked

Current Referral Partners

8 of 8 items

Label	NetSuite Type	ID
Advantage Consultants	Referral Service Vendor	12
Allen M.F. Chung	Referral Service Vendor	31
Altos Executives S.A.S	Referral Service Vendor	15
Back To Business S.A. De C.V.	Referral Service Vendor	22
Best Placement	Referral Service Vendor	3245
Care 4 Careers	Referral Service Vendor	34
Career Compass Canada Inc.	Referral Service Vendor	35
Catalyst Coaching Group	Referral Service Vendor	47

Key Deals

To see your opportunity-related data, contact your Salesforce admin.