Each linked client has a detail page with tabs for every aspect of their account.
Overview Tab
- AI client briefing — accountability prep from meetings, KPIs, assignments, and alerts
- Coach observations — active guidance embedded in the client's board meetings
- Accountability assignments — goals with target dates and status
- Recent meeting summaries
- Open action items
Kpis Tab
View the client's active KPIs with trend charts. Non-viewer coaches can edit KPI names, targets, baselines, and current values.
Profile Tab
View and edit the client's ideal customer profile, mission, vision, and company values. Useful for preparing clients before board meetings.
Notes Tab
Private coach notes — visible only to you. Not shared with the client or the AI board. Use for session prep, coaching strategy, and confidential observations.
Documents Tab
View documents the client has uploaded to their library. Read-only from the coach portal.
Health Status
Each client shows a health badge:
- On track — progressing normally
- Behind schedule — assignments or KPIs need attention
- Completed — all assignments fulfilled
Alerts
Client-specific alerts appear at the top of the detail page. Dismiss them once addressed.