Optify Dashboards are bringing a powerful new way to understand, manage, and elevate your coaching programs.
This is more than a reporting update.
It’s a shift toward clear, actionable visibility across every level of your programs.
Why this matters
Coaching programs are a meaningful investment, but proving their impact hasn’t always been easy.
With Optify Dashboards, you will be able to:
Clearly see how your programs are performing
Understand participant engagement at every stage
Identify gaps before they become risks
Track progress across coaches, cohorts, and individuals
The result: better decisions, stronger outcomes, and measurable impact.
A complete view of your programs
Optify Dashboards will bring together three powerful perspectives:
Engagement Summary
A high-level view of program health and participant progression
Engagement Reports
Detailed insights into session usage, activity, and engagement
Engagement Scheduling
Visibility into pacing, cadence, and scheduling behavior
Together, these will give you end-to-end visibility — from big-picture trends to individual progress.
Turn insight into action
With dashboards, you’ll be able to:
Quickly identify participants who need support
Ensure sessions are being scheduled and completed on time
Spot trends across programs and cohorts
Drive more consistent engagement across your organization
No more guesswork.
Just clear insight into what’s happening — and what to do next.
A major step forward: visibility for sponsors
This is a big one.
Optify Dashboards will enable you to provide visibility directly to sponsors — giving them a clear view into how programs are performing and the impact they’re driving.
That means:
Greater transparency across stakeholders
Stronger alignment on program goals
Increased confidence in your coaching investment
A more data-driven way to demonstrate impact
This changes the conversation — from activity to outcomes.
Built for clarity, designed for impact
Dashboards are being designed to be intuitive, flexible, and actionable:
Filter by program, coach, participant, or custom fields
Track engagement across key milestones
Export data when needed
Move from high-level insights to detailed views in seconds
What this means for you
You’ll spend less time pulling data
And more time driving results
You’ll know where to focus
And when to act
And most importantly —
You’ll have a clear, confident view of your programs’ performance and impact
Survey Dashboards
Turn feedback into clear, actionable insight
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
Sponsor Visibility
You can grant sponsors access to the Survey Dashboard, allowing them to view real-time insights into how programs are performing.
This is especially valuable for:
Sharing progress without manual reporting
Building transparency and trust
Demonstrating measurable impact directly within the platform
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.
Launching soon
New dashboards are launching soon.
Stay tuned for updates and early access opportunities.