Overview
The Coaching Roster (/coaching/users) is where you manage and monitor everyone in your coaching program. Toggle between team members and coaching clients, track progress metrics, and jump into any individual's dashboard.
- Switch between Team Members and Coaching Clients views
- Search and filter your roster
- Track units, volume, and GCI progress
- Navigate to individual client dashboards
Dual-Mode Toggle
At the top of the page, toggle between two views:
- Team Members - Shows members of your ClarityNOW team
- Coaching Clients - Shows external clients you coach
The count badge next to the search bar updates to reflect the total in the current mode.
Search
Use the search bar to filter the roster by name. The count badge shows how many results match.
Roster Table
The table displays the following columns:
| Column | Description |
|---|---|
| Action | View Dashboard button to open the client's Observatory dashboard |
| Name | Client or team member name |
| Units | Total transaction units |
| Units Progress % | Progress toward their units goal |
| Volume | Total sales volume |
| Volume Progress % | Progress toward their volume goal |
| GCI | Gross commission income |
| GCI Progress % | Progress toward their GCI goal |
Progress Bar Color Coding
Progress bars are color-coded so you can quickly spot performance:
- Green - 75% or more of goal achieved
- Yellow - 50% to 74% of goal achieved
- Red - Below 50% of goal achieved
Navigating to Client Dashboards
Click the View Dashboard button on any row to open that client's full Observatory-style dashboard, where you can review their business plan, daily tracking, pipeline, financials, and reports.
Empty State
If no clients or team members are found, the roster shows a message prompting you to add members or invite coaching clients.