Coaching Reports Overview

Coaching Reports are a type of survey that allow customers to create targeted forms for coaching and mentoring between managers and sales representatives. These reports are completed after a ride along so the manager can offer an evaluation and constructive feedback to the sales representative.

There are two types of Coaching reports:

  • Coaching Reports (Classic) - Users can create a targeted form for coaching and mentoring between managers and sales representatives
  • Advanced Coaching Reports - Designers create coaching reports that are data driven and behave like an internal survey. Can be shared with a team, not just an individual.