Coaching Onboarding Insights

Navigate to <https://coaching.soundingboardinc.com> and log in as an Admin or Sponsor. The Onboarding Insights tab provides a comprehensive overview of user progress through the platform onboarding journey, tracking both account creation milestones and coaching initiation steps. This tab is visible only to Admin and Sponsor role users. Stakeholders will not see this tab as some information shown is not relevant to their role. Additionally, much of the data displayed is platform-wide rather than engagement-specific. Since Stakeholder access is limited to their associated engagements, while Admin and Sponsor users have broader visibility across the platform, this tab remains exclusive to roles with system-wide access. For further details on coaching insights in general, see [Coaching Insights Overview](https://soundingboardinc.zendesk.com/hc/en-us/articles/28411563580571-Coaching-Insights-Overview).

Navigate to Onboarding Insights - - Click "**Onboarding**"

**Coaching Insights Dashboard Filtering** The coaching insights dashboard can be filtered by Module and Program - Click "**Filters**" - Select the **Modules(s**) and/or **Program(s)** - Close the side-panel

**Coaching Insights Dashboard Filtering** Filter selections appear as chips above the dashboard for easy reference. To remove any filters - - Click the ✖️ (remove x) button on the chip OR - Click "**Filters**" and "**Reset Filters**" - Close the side-panel

**Active Users By Role** This card shows the distribution of all users involved in active coaching engagements. It includes both direct participants (coaches, coachees) and supporting roles (managers, moderators, stakeholders, sponsors) connected to active programs. The count reflects all participants actively engaged with the Sounding Board platform, providing visibility into overall program participation across all role types.

**Calendar Status** This card tracks calendar integration status for all coaches and coachees, regardless of their engagement status. It provides a quick overview of how many users have successfully connected their calendars to the platform.

**Coachee Onboarding Status** 🗃️ This card shows the progression of coachees through each stage of the onboarding journey, up until their second coaching session. It provides a percentage breakdown of users at each milestone, helping track onboarding completion rates across the organization. The visualization displays: - Percentage of total coachees at each stage - Actual number of coachees in each stage - Additional details available via tooltip hover - Drilldown notes - Coachees will display for all of the programs they are in, so there might be duplicate coachees showing across different programs.

**Drill-Down Option** Certain cards have the ability to drill down to see further details; moving forward, any card with drill-down abilities will show 🗃️ to note the ability. To drill down, on the upper right of the card - - Click the **table icon**

**Drill-Down Option, cont.** Filters can be set at the drill-down level to narrow down the data being displayed. On the column header - - Click the 🔽 **down carrot** - Click "**Clear**" to deselect all OR - **Select/deselect** options manually - Click "**OK**" to set the filter(s)

**Drill-Down Option, cont.** Drill-down data can be exported to a CSV for further manipulation if desired. - Click "**Export CSV**" When you are complete with the drill-down data - - Click "**Close**"

**Manager Onboarding Status** 🗃️ This card shows the progression of managers through each stage of the onboarding journey. It provides a percentage breakdown of managers at each milestone, helping track onboarding completion rates across the organization. The visualization displays: - Percentage of total managers at each stage - Actual number of managers in each stage - Additional details available via tooltip hover