What should I check on the dashboard each day?
Start with work that needs a decision: submitted answers, upcoming sessions, and clients waiting for follow-up.
Open in CoachSheetsBefore you start
Sign in to the correct coaching workspace. You need permission to manage this area.
Step by step
Open the Dashboard and review newly submitted worksheets.
Open each response, read it, and mark it reviewed when you are done.
Check upcoming sessions and open the client timeline for recent context.
Check pending or overdue work before deciding whether to nudge or discuss it in the next session.
How you know it worked
You leave with responses reviewed and a clear next action for each client who needs attention.
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.