Overview
The CEO Report tab within Coaching Groups gives you a full financial picture of your coaching clients' businesses. Use this data to drive coaching conversations around revenue, profitability, and goal attainment.
Accessing the CEO Report
- Go to CoachingNOW > Groups
- Open a group
- Click the CEO Report tab
Period and Year Selectors
At the top of the report, two controls let you adjust the view:
- Period - Toggle between Monthly and Quarterly breakdowns
- Year - Select the year to review
Reading the Financial Table
The CEO Report displays a 15-column financial metrics table with one row per group member. Columns cover key financial indicators like:
- Revenue and GCI metrics
- Expense categories
- Net income and profitability
- Goal progress and variance
- Per-transaction averages
The current month column is highlighted so you can quickly see where things stand right now.
Loading Time
The CEO Report pulls data across multiple members and time periods, so it can take a moment. You may see a loading indicator with the message "Loading up to 60 seconds" while the report compiles. This is normal for larger groups.
Using the CEO Report in Coaching Sessions
This report is built to support data-driven coaching conversations:
- Spot trends - Compare monthly or quarterly performance to catch upward or downward trends early
- Benchmark members - See who's outperforming or underperforming relative to the group
- Goal accountability - Review the gap between actual and planned numbers
- Profitability coaching - Dig into expense ratios and net income to guide business health discussions
- Seasonality - Use the quarterly view to smooth out monthly swings and focus on bigger patterns