When you have a lot of clients, it is important to be able to quickly see how each client is progressing through the program! Optify offers an easy way to see the progress of multiple clients at the same time. This article reviews how to read a client’s Bubble Tracker. An example of the Bubble Tracker can be seen below and will be used throughout.
Additionally, the end of this article discusses different views you can group bubble trackers (ex: by program, by clients)
In this Article:
How to Read the Bubble Tracker
Quickly Viewing Event Information
At any time, you can quickly see the information from an event by hovering over the bubble. You will be able to see the type of event, if it is scheduled, and whether or not it was completed.
Closed Vs. Open Bubbles
If a circle is closed, that means the event was completed (the survey was taken or the meeting was marked as complete/no-show/cancellation). If the bubble is not filled in, the event is still pending.
Dark vs. Light Bubbles
For Open Bubbles:
Dark open bubbles mean that the meeting has been scheduled. Light open bubbles are events that still need to be scheduled.
For Closed Bubbles:
Closed light bubbles that indicate a cancellation or no show. Closed dark bubbles are events that were completed as scheduled.
The Different Colored Bubbles
Each event type will be a different color.
Note: Colors will vary based on the branding of your specific account. You can always hover over the bubble if you need a reminder of which color represents which event.
In this example:
Gray = survey or survey debrief
Pink = group meeting
Blue = One-on-one meeting
Congrats! That is all you need to know to read the Bubble Tracker!
Where to View the Bubble Tracker
There are multiple views that will group bubble trackers in different ways depending on what you are trying to see. You can view the clients’ bubble trackers:
By a program (View 1)
By all clients (View 2)
By a sponsor (View 2)
By a coach (View 2)
View 1: Specific Program
To view client progress in a specific program, click on Programs (1) and select the program you want to see. Make sure Clients (2) is selected to view the bubble trackers for all clients in the program.
View 2: All Clients, By Sponsor Company or By Coach
Start by selecting Dashboard (1). You will automatically see the bubble tracker for all clients. You also have the option to sort by sponsor (2) or coach (3).
Need Further Assistance?
If you need any further assistance, please feel free to reach out using the chat feature of the Optify Platform!