SMVueDocs
Features

Coaching Oversight

Executive view of coaching effectiveness across all managers.

Coaching Oversight lets executives see, at a glance, where coaching is keeping up and where it's falling behind across every manager and team — so you know which manager to check in with. Open it from Coaching in the sidebar (executive seat).

What You See

The top of the page shows org-wide KPI cards:

  • Org Coaching Score — a rolled-up read on coaching health across the org (a directional indicator, not a precise score)
  • Reps On Track — reps whose 1:1 cadence and follow-through are healthy
  • Reps Overdue (7d+) — reps who haven't had a 1:1 in 7+ days
  • Action Completion — how often coaching action items get completed

Below the KPIs:

  • Coaching Distribution Equity — whether coaching attention is spread fairly across the team, with a rating (Exceptional, Consistent, Developing, or Minimal)
  • Coaching Score Trend — a 6-month line chart showing how the org coaching score is moving
  • Overdue 1:1s — a flagged list of managers who have reps waiting 7+ days for a 1:1
  • Managers — a card per manager showing their coaching score, team size, meetings held in the last 30 days, on-track vs. behind split, and action-completion rate
  • Recent Coaching Activity — a timeline of the latest coaching actions (1:1s held, action items assigned)

Drilling Into a Manager

When a manager needs a closer look, click their card (or their name in the Overdue 1:1s list) to open their detail page (/coaching/[manager]) and see exactly where their reps stand:

  • That manager's coaching KPIs
  • Coaching Effectiveness — average outcome rating (1–5 stars), sessions per month, top focus areas, and a breakdown of coaching types
  • A per-rep table with each rep's last 1:1, days since, expected cadence, action completion, meetings held vs. expected, session count, outcome rating, and status

Who Can Access It

Coaching Oversight is part of the executive experience. Managers coach from their own Team and Meetings pages; executives use Coaching Oversight to monitor coaching across all managers.

On this page