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Welcome back, Sarah

Here's an overview of your coaching practice

Out of Office
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Active Engagements
12
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
5
Detractors
1
Sessions Delivered
148
+12 this month
Completion Rate
94%
+2% vs last quarter
Utilization Rate
87%
−3% vs last quarter
At-Risk Engagements
2
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
3
B2C Capacity
Individual clients
1
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
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
LabelNetSuite TypeID
Advantage ConsultantsReferral Service Vendor12
Allen M.F. ChungReferral Service Vendor31
Altos Executives S.A.SReferral Service Vendor15
Back To Business S.A. De C.V.Referral Service Vendor22
Best PlacementReferral Service Vendor3245
Care 4 CareersReferral Service Vendor34
Career Compass Canada Inc.Referral Service Vendor35
Catalyst Coaching GroupReferral Service Vendor47
Key Deals

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