Manager Dashboard
Team progress, coaching session volume, and location performance metrics across all clinics.
18
Active Learners
50%
Avg Consult-to-Close
64%
Avg Trial Conversion
86%
Avg Retention
Location KPIs
Performance metrics by clinic location
Austin Riverside
6 learners
58%
Close %
72%
Trial %
91%
Retention
34
Referrals
4.8★
CSAT
Denver Central
5 learners
52%
Close %
68%
Trial %
88%
Retention
28
Referrals
4.7★
CSAT
Phoenix North
4 learners
47%
Close %
61%
Trial %
84%
Retention
22
Referrals
4.5★
CSAT
Seattle West
3 learners
43%
Close %
55%
Trial %
79%
Retention
18
Referrals
4.3★
CSAT
Team Member Progress
Certification status and practice activity
J
Jennifer Martinez
Austin Riverside
7/7
modules
48
sessions
42
streak
Master
D
David Chen
Austin Riverside
7/7
modules
42
sessions
28
streak
Master
S
Sarah Williams
Denver Central
5/7
modules
35
sessions
19
streak
Specialist
M
Marcus Johnson
Phoenix North
5/7
modules
31
sessions
14
streak
Specialist
Y
You
Austin Riverside
1/7
modules
12
sessions
7
streak
Associate
E
Emily Rodriguez
Denver Central
3/7
modules
14
sessions
5
streak
Associate
Module Completion Overview
How many team members have completed each trainer module
1
Team Member Onboarding100%
18 of 18
completed
2
DISC Trainer67%
12 of 18
completed
3
Front Desk Intake44%
8 of 18
completed
4
Testing & Specialist Skills22%
4 of 18
completed
5
Step Selling11%
2 of 18
completed
6
Objections6%
1 of 18
completed
7
Sales Performance0%
0 of 18
completed
Coaching Session Activity
Voice coach practice volume over the last 8 weeks
12
W1
18
W2
15
W3
22
W4
28
W5
25
W6
35
W7
42
W8
Active Practice Streaks
Who has the longest active daily practice streaks across all locations
1
Jennifer Martinez
Austin Riverside
42 days
2
David Chen
Austin Riverside
28 days
3
Sarah Williams
Denver Central
19 days
4
Marcus Johnson
Phoenix North
14 days
5
You
Austin Riverside
7 days
