Your coach dashboard gives you a portfolio-level view of all linked client organizations.
Portfolio Overview
- Total client companies
- Seats remaining vs. seats included in your subscription
Alerts
Unread alerts flag clients who need attention — missed meetings, overdue assignments, KPI declines, and similar signals.
- Click an alert to jump to the client
- Dismiss individual alerts or mark all as read
Ai Portfolio Summary
Generate a cross-client briefing that categorizes your portfolio:
- Needs attention — clients requiring immediate follow-up
- Thriving — clients on track or ahead
- Steady progress — clients moving forward normally
- Suggested conversations — talking points for upcoming coaching calls
Click "Generate summary" or "Refresh" to create or update the briefing. Use it to prepare for weekly portfolio reviews.
Client List
From Clients in the nav, see all linked organizations with health status, open actions, and last meeting date. Click any client for the full detail view.