Goal Tracking
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      View and Access Coachee Goal Tracking Data

      View and access your active coachee's progress towards their goals from your coach dashboard should they share with you.

      Coachees Have To Share Goal Tracking with You First

      In order for you to view and access your coachee's Goal Tracking data, your coachee must share their Goal Tracking with you first.

      • Coachees have full control over whether and how much they would like to share Goal Tracking data with their coaches.

      • Depending on your coachee's choice, you might have access to this coachee’s goal tracking data from when they first use the tool or from the first coaching session.

      • The Goal Tracking data shared with you include:

        • Goal: What your coachee wants to achieve ultimately for this coaching engagement

        • Action Item: Actions your coachee wants to take in order to reach their goal

        • Insight: Ah-ha moments, self-reflection, new discovery … 

        • Public Notes: Any notes your coachee explicitly decides to make visible to you regarding their goal tracking progress

        • Activity History: All the steps your coachee has taken in their goal tracking journey

      • You will be able to view goal tracking data only from your active coachees should they decide to share with you. If a coachee has ended their coaching engagement with you, their goal tracking data will not be accessible to you.
      • It is also possible that your coachee starts using the goal tracking tool before their coaching engagement with you.
      • Whenever your coachee has updated their sharing permission settings, both you and your coachee will be notified via email.

      Steps to View and Access Coachee Goal Tracking Data

      • Go to the CRM section on your Coach Dashboard. You can either directly navigate there after logging in or click on the link on the email you will receive once your coachee has shared their Goal Tracking with you.
      • Once you are there, click on Review next to the respective coachee name

      • You will then be brought to that coachee's Goal Tracking tool. For example, here is a snapshot of a coachee's Goal Tracking tool. Click on the back arrow will bring you back to the CRM section.

      • Please note, you can only view but not edit your coachee's Goal Tracking data. 

      To learn more about how AceUp collects, uses, and safeguards the information you provide to us, please refer to our Privacy Policy.

      Still Need Help?

      Submit a support ticket using this form and a member of the AceUp Support Team will get back to you in 1-2 business days.