Optify’s dashboards give you real-time visibility into your coaching programs, helping you track engagement health, monitor scheduling, and analyze progress across participants, coaches, and cohorts.
Together, these tools allow you to move from high-level insights to detailed reporting, so you can quickly identify trends and take action where needed.
Available Dashboards
Optify provides three core dashboards, each designed to give you a different perspective on your programs.
Program Center - Engagement Summary
This dashboard provides a high-level view of all engagements across your organization.
Use this dashboard to:
Understand overall program health
Track where participants are in their journey
Identify bottlenecks or drop-off points
Monitor trends over time
Engagement Reports
A detailed, report-style view of engagement activity.
Use this dashboard to:
Analyze session usage and progress
Track completed, scheduled, and unscheduled sessions
Review coach and participant activity
Support reporting and business reviews
Engagement Scheduling
A focused view on session timing and pacing.
Use this dashboard to:
Monitor how sessions are being scheduled
Identify gaps or delays in scheduling
Track whether participants are staying on cadence
Flag participants who may need follow-up
Bringing It All Together
Each dashboard serves a different purpose:
Engagement Summary → High-level health and trends
Engagement Reports → Detailed session and utilization data
Engagement Scheduling → Timing, pacing, and scheduling behavior
Used together, they give you a complete view of your programs, from overall performance to individual participant activity.
Using Filters Across Dashboards
All dashboards include filters at the top of the page, allowing you to customize your view and focus on the data that matters most.
Available Filters
Sponsor
View data for a specific organization or client account.Program
Focus on a particular program or cohort.Coach (where available)
Filter by coach to understand workload and engagement distribution.Client
Drill down to an individual participant.Custom Field Title & Value
Segment data using custom fields such as department, region, or cohort type.Date Filters
Depending on the dashboard, you may filter by:Engagement Created
Engagement Began
Engagement Completed
Active / Ended Toggle (Scheduling dashboard)
Switch between active and completed engagements.
Best Practice
Start broad, then narrow down. Review all data first to understand overall trends, then apply filters to drill into specific programs or cohorts.
Engagement Summary Dashboard
The Engagement Summary dashboard provides a high-level view of all engagements across your organization.
Key Metrics
Active
Engagements currently in progressTotal
All engagements within your selected filters
Engagement Status Breakdown
This chart shows where participants are in their coaching journey:
Not Registered
In Coach Pairing
Coach Selection
Awaiting First Meeting
In Progress
Completed
Canceled
Each stage includes both count and percentage, helping you quickly understand distribution.
Additional Insights
Active Engagements by Date
Tracks how active participation changes over timeCompleted Engagements Over Time
Shows cumulative completions for reporting and trend analysis
Engagement Reports
The Engagement Reports dashboard provides a more detailed, report-style view of engagement activity.
View Options
Hours (default)
Tracks session allocation and progress
Meetings
Focuses on meeting-level data
Matrix View
Displays data in a pivot-style format for deeper analysis
Key Data Points
Total 1:1 sessions
Completed sessions
Scheduled sessions
Unscheduled sessions
No-show counts
Engagement Scheduling Dashboard
The Engagement Scheduling dashboard focuses on session timing and pacing.
Events by Client
Displays a session timeline for each participant:
Columns represent session numbers
Dates show when sessions occurred or are scheduled
Color indicators:
Green: completed or scheduled sessions
Red: no-show or cancelled sessions
Blank: not yet scheduled
Expected Cadence
Defines how often sessions should occur (for example, every 2 weeks), helping measure whether participants are on track.
Pacing Table
Provides a detailed view of participant progress:
No Coach – coach not yet assigned
No Meetings – no sessions scheduled
Behind – not following expected cadence
Exporting Data
You can export data from any dashboard or report.
To export:
Click the three dots in the top right corner of a visual
Select Export data
Export Options
Summarized data
Exports the aggregated data shown in the visualData with current layout
Exports data in the same format as displayed (tables only)Underlying data
Exports raw data (may be disabled depending on settings)
You can choose your file format (such as Excel). Row limits may apply.
Survey Dashboards
Please note: Midpoint Survey Results dashboards are only available for organizations using Optify’s built in survey workflows and are not supported for externally managed or third party survey tools.
Optify’s Survey Dashboard is launching soon, giving you a centralized, visual way to understand how your programs are performing based on participant feedback.
This dashboard will be available for customers using Optify’s standard surveys only, including:
Pulse Surveys
Midpoint Surveys
End of Engagement Surveys
Surveys created or distributed outside of Optify will not be reflected in this dashboard, and their results will not be displayed here.
Why this matters
Survey data is one of the most powerful indicators of program success, but it’s often underutilized.
The Survey Dashboard transforms your feedback into clear, actionable insight so you can:
Understand how participants are truly experiencing coaching
Identify trends across programs, coaches, and time periods
Surface risks early and take action before engagement drops
Provide sponsors with direct visibility into program performance and impact
What You’ll See
At-a-glance insights
Quickly assess overall sentiment across key areas:
Coach Satisfaction
Experience Satisfaction
Process Understanding
Each metric is displayed in a visual breakdown, making it easy to spot trends, strengths, and areas for improvement at a glance.
Survey Count
A running total of completed surveys gives you immediate visibility into participation levels and the strength of your dataset.
Filters for deeper analysis
Refine your view using:
Program – View across all programs or focus on a specific one
Start Date – Analyze by program start timeframe
Survey Date – Focus on when responses were submitted
This allows you to evaluate performance across cohorts, time periods, and initiatives.
Drill down with All Results
The All Results table provides a detailed, row-level view of responses, including:
Date
Client
Coach
Coach Satisfaction
Experience Satisfaction
Process Understanding
This enables you to:
Investigate individual responses
Identify patterns at the coach or client level
Take informed, targeted follow-up actions
Midpoint Survey Results Dashboard
Please note: Midpoint Survey Results dashboards are only available for organizations using Optify’s built in survey workflows and are not supported for externally managed or third party survey tools.
The Midpoint Survey Results Dashboard provides visibility into participant feedback collected during the middle of a coaching program. These surveys help organizations understand how engagements are progressing while the program is still active, allowing Program Managers and Sponsors to identify strengths, trends, and opportunities for improvement in real time.
Midpoint surveys are completed by coaching participants and are designed to measure engagement, coaching effectiveness, program impact, and overall participant experience.
Accessing the Dashboard
Navigate to the Midpoint Survey Results Dashboard from your reporting section within the platform.
The dashboard data reflects all submitted midpoint surveys based on the filters selected.
Available Filters
Use the filters at the top of the dashboard to narrow results and focus on specific populations or timeframes.
Filter Options
Sponsor
Filter results by sponsor or organization.Program
View results for a specific coaching program.Client
Narrow results to individual participants.Coach
Review feedback tied to a specific coach.Start Date / End Date
Filter engagements based on engagement dates.Survey Date
Filter by when the midpoint survey was submitted.Flags
Filter based on flagged responses or predefined categories.
Summary Metrics
The dashboard highlights key program metrics at the top for quick visibility into overall program health.
Total Surveys
Displays the total number of midpoint surveys submitted within the selected filters.
Average Engagement Rating
Represents the average participant engagement score across all survey responses.
Positive Program Impact
Shows the percentage of respondents who indicated the coaching program had a positive impact on their development.
Highly Effective Coach
Represents the percentage of participants who rated their coach as highly effective.
Coaching Effectiveness
Displays the overall average coaching effectiveness score across all survey questions.
Program Impact Chart
The Program Impact donut chart visualizes participant responses regarding the overall impact of the coaching program.
Responses are grouped into categories such as:
A Lot
Some
Minimal
Not at all
This helps identify how strongly participants feel the program is contributing to their growth and development.
Coaching Program Effectiveness
This section breaks down participant feedback across different aspects of the coaching experience, including:
Coach Scheduling
Learning Assignments
My Coach
Technology Platform
Each category displays the distribution of responses across satisfaction levels:
Extremely
Very
Average
Somewhat
Not
This allows admins to quickly identify areas performing well and areas that may need additional support or attention.
Average Scores
The Average column displays the overall average rating for each coaching category.
These scores provide a quick snapshot of participant sentiment across the program experience.
Best Practices for Reviewing Results
Review results regularly throughout the program lifecycle to identify trends early.
Use filters to compare feedback across coaches, programs, or sponsors.
Look for categories with lower average scores to uncover opportunities for improvement.
Combine midpoint survey insights with engagement and scheduling dashboards for a more complete view of participant experience.
Sponsor Visibility
Sponsors in Optify can be granted view-only access to specific program dashboards. This allows stakeholders to monitor program activity and engagement data without being able to make changes within the program.
What Sponsors Can Access
Sponsors can be assigned access to selected dashboards within a coaching program, including areas such as:
Engagements
Events
Goals
Coaching Topics
Program Center
Pulse Surveys
Midpoint Surveys
Sponsor-specific dashboards
Sponsors have view-only permissions and cannot edit program settings, participants, or engagement data.
Assigning Dashboard Access to Sponsors
Once a sponsor has been added, you can choose which dashboards they can view.
To see what Sponsors can see and may have access to, visit the Sponsor Start Guide here.
Each dashboard includes a checkbox under the sponsor’s name.
To grant access:
Within a Program, click the Sponsors Tab.
2. If you have not added a sponsor yet, follow the steps to do so.
3. Check the box for the sponsor who should have access.
Example dashboard permissions include:
Engagements
Events
Goals
Coaching Topics
Program Center
Pulse Surveys
Midpoint Surveys
Sponsor-specific dashboards
Only checked dashboards will be visible to the sponsor.
Important Notes
Sponsor access is view-only.
Sponsors cannot modify program settings or participant information.
Dashboard visibility can be updated at any time by program administrators.
Sponsors only see dashboards explicitly assigned to them.
How this drives value (ROI)
The Survey Dashboard helps you maximize the return on your coaching programs by turning feedback into action:
Protect engagement and retention
Identify dissatisfied participants early and intervene before disengagementImprove coaching quality
Spot trends in satisfaction and support coaches with targeted insightsDemonstrate impact to stakeholders
Give sponsors direct, data-backed visibility into outcomes without extra workSave time and reduce manual reporting
Eliminate the need to compile survey data across toolsMake faster, smarter decisions
Access insights instantly in one place
What to expect
Survey results are automatically captured when Optify’s standard surveys are completed, ensuring your dashboard stays up to date without any manual work.
If you’d like help preparing to use the Survey Dashboard or want to ensure your programs are set up to take full advantage of it, our team is here to help.