Coaches will be able to see engagement/contract information that coachees' companies have with AceUp from the Coach Dashboard.
From the Coach Dashboard, coaches will be able to see engagement information that coachees' companies have with AceUp. For a specific company, coaches can see an overview of the services the company has purchased, the company's website, and the length of the engagement. There could be 3 main areas of information:- Company Information: Information about the company itself including industry, what they do, why they purchased coaching, stage of development, any internal HR tools they use.
- Competencies that the company has selected to focus on.
- Engagement: the length and size of the contract, any key events coming up, as well as coach supervision items.
Coaches can access that information from three places on the Coach Dashboard:
- The Your Coachees Section. Navigate to the Your Coachees tab, then click on the company name for any of your coachees under the "In Coach Selection" or "Active" tabs.
- Sessions section - session card. Click on the company name ("ACME Inc" in the screenshot).
- CRM section - Click on a company name under the column Company.
• CRM section - Individual Coachee Page (by clicking on the specific coachee's name) - Click on the company name (e.g. "ACME Profile).
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