Optify’s dashboards provide key insights into your coaching programs—from engagement tracking to effectiveness, outcomes, and coach performance. They’re designed to help you make data-driven decisions and communicate program value clearly and efficiently.
Access the reports by visiting your Dashboard (1) and clicking on the Reports (2) tab.
The Program Effectiveness, Impact, Growth, and Coach Feedback dashboards rely on data collected through Optify’s integrated Reflecting on Your Coaching Experience survey. If this survey is not in use, these dashboards may display limited or no data.
1. Engagement Overview
This dashboard is available to all partners and offers a real-time view of all coaching engagement activity across your organization.
What You’ll See:
✅ Completed and 🔄 In Progress engagements
📅 Sessions Remaining, Unscheduled, and Completed
🟠 Status breakdown (e.g., Completed, In Progress, Matching, Not Started)
📊 Completion percentage bars
📈 Historical data for Active and Completed Engagements over time
How to Use It:
Track engagement volume across time
Spot scheduling delays or trends
Understand where clients are in the engagement journey
Filtering & Organization:
Filter by: Sponsor Organization, Program Name, Coach Name, Client Name, Custom Field, and Custom Field Value
Use filters to narrow in on specific teams, cohorts, or custom groups
2. Program Effectiveness
Requires the Reflecting on Your Coaching Experience survey
This dashboard helps you assess how participants experienced key aspects of the program.
What You’ll See:
Effectiveness scores across:
Communication about the program
Coach selection
Scheduling
Goal setting
Learning assignments
Technology platform
✅ % of participants who said the program was “Worth My Time”
⭐ Program Net Promoter Score (NPS)
🟨🟩 Bar breakdown of how effective each area was rated
How to Use It:
Identify strong and weak points in your program design
Guide improvements for future cohorts
Communicate participant satisfaction with leadership
Filtering & Organization:
Filter by: Sponsor Organization, Program Name, Coach Name, Client Name, Custom Field, and Custom Field Value
Helpful for analyzing survey results by program type or sponsor group
3. Impact
Requires the Reflecting on Your Coaching Experience survey
This dashboard focuses on the positive outcomes participants associate with their development experience.
What You’ll See:
% of participants reporting positive impact in:
Personal productivity
Team productivity
Retention
Internal and external relationships
Engagement
Increase in positive outcomes
Impact breakdown from “Not Impactful” to “Extremely Impactful”
How to Use It:
Demonstrate ROI of coaching efforts
Show how coaching supports organizational priorities
Use data to support ongoing investment in leadership development
Filtering & Organization:
Filter by: Sponsor Organization, Program Name, Coach Name, Client Name, Custom Field, and Custom Field Value
Drill down by specific teams or role types to view different outcome trends
4. Growth
Requires the Reflecting on Your Coaching Experience survey
This dashboard illustrates how participants feel they’ve grown in their roles as a result of the program.
What You’ll See:
% of participants who increased their value as:
Leaders/Managers
Contributors
Teammates
Common coaching goal categories (e.g., Self-Management, People Leadership)
Goal completion progress (e.g., “Almost there” or “Completely” met)
How to Use It:
Showcase how your program supports role development
Understand the types of goals participants are working toward
Track completion progress across leadership competencies
Filtering & Organization:
Filter by: Sponsor Organization, Program Name, Coach Name, Client Name, Custom Field, and Custom Field Value
Use filters to analyze goal achievement trends across different segments
5. Coach Feedback
Requires the Reflecting on Your Coaching Experience survey
This dashboard gives you access to participant feedback about individual coaches and coaching overall.
What You’ll See:
📊 Coach Net Promoter Score (NPS)
Feedback by question (e.g., “Held me accountable,” “Understood what it takes to be a good leader”)
Coach-by-coach summary views and comparisons
How to Use It:
Identify which coaches are having the most impact
Pinpoint strengths and areas for development across your coaching team
Inform future coaching assignments or recognition programs
Filtering & Organization:
Filter by: Sponsor Organization, Program Name, Coach Name, Client Name, Custom Field, and Custom Field Value
Filtered views can help compare feedback across programs or cohorts
🔍 Filtering Across Dashboards
All dashboards support filtering by:
Sponsor Organization
Program Name
Coach Name
Client Name
Custom Field & Value
This allows you to tailor your view to the audiences or data points you care most about.
Frequently Asked Questions (FAQ)
Q: Who can see these reports?
Only Program Managers and Coaching Provider Admins can see these. Coaches and Sponsors do not have access.
Q: I don’t see any data in some dashboards. What’s going on?
Some dashboards—Program Effectiveness, Impact, Growth, and Coach Feedback—rely on data collected through Optify’s integrated Reflecting on Your Coaching Experience survey. The dashboards will not display results if this survey hasn’t been sent or completed.
Q: How can I start using Optify’s surveys?
Optify provides three types of surveys at no additional cost:
Pulse (early impressions)
Midpoint (progress check-in)
Reflecting on Your Coaching Experience (post-program reflection)
The Reflecting on Your Coaching Experience survey is designed to align with the dashboards and give you meaningful data.
To activate surveys for your programs, reach out to us via chat—we’ll get you set up quickly, at no additional cost.
Q: Can I use my own surveys and still view the results in the dashboards?
Optify’s dashboards are powered by data from our built-in surveys. While you're welcome to use your own custom surveys, the dashboard results will only populate when using Optify’s standard surveys.
If you'd like to explore integrating your custom surveys with dashboard reporting, contact us via chat and we'll guide you through next steps.
Q: Can I export the dashboard data?
Yes! You can download most dashboard views directly. Just click the menu icon (typically in the top-right corner of the dashboard) and choose to export a table, chart, or full page.
Q: How often is the dashboard data updated?
Dashboard data refreshes automatically, usually within 24 hours of new survey responses or coaching activity being logged in the system.
Q: Can I share a dashboard with someone who doesn’t use Optify?
At this time, dashboards are only viewable by users with access to the Optify platform. However, you can export data to PDF or Excel and share it externally as needed.