How do I record a metric and set a target?
Choose a measure that means something to the client and record it consistently.
Open in CoachSheetsBefore you start
Sign in to the correct coaching workspace. You need permission to manage this area.
Step by step
Open the client profile and its progress or metrics area.
Add a metric with a clear name and unit.
Record a value and set the available goal or target details.
Return over time to add observations and review the trend with the client.
How you know it worked
The client’s progress view provides a record you can discuss in sessions.
If something looks different
A higher value is not always better. Interpret the measure in the context of the goal.
How do I prepare for a session using recent work?
Start with the client timeline, then turn recent responses into a small set of questions for the session.