Just Released on Coachmetrix:
Here are two exciting new features we just released in Coachmetrix.
🧠A Smarter Start: Onboarding Guide Now Available
New to Coachmetrix? Or just need a quick refresher? We’ve added a smart little checklist right on your home page to help you get rolling fast. It walks you through setting up new projects and highlights key features—checking things off as you go. No guesswork. No overwhelm.
Already a seasoned pro? You can hide it anytime. Just head to the Support dropdown in the top right and uncheck Onboarding Guide. Simple.
đź“Š New Project Dashboard: A Clearer View of Your Coaching Impact
Now live: a sleek new dashboard that gives you a bird’s-eye view of all your Participants and their recent Events—status and all. It’s clean, clear, and yes, exportable. Great for staying on top of your coaching programs without diving into each individual project.
Bonus: this is just the beginning. In the coming months, we’re making the Programs/Events feature even easier to use, so you can track coaching sessions and project milestones with way less friction.
Other Recent Coachmetrix Changes You’ll Want to Know About:
Here’s a few other recent updates:
- Pulse Feedback “From” Date Flexibility: You can now set the “From” date for your first round of Pulse Feedback. Before, it defaulted to the date you sent it out—but now, you’re in control. For future rounds, the “From” date will automatically pick up where the last round left off, making it easier to track progress over time.
- Outlook & Google Calendar Integration: You can now sync your Coachmetrix Events with your Outlook or Google Calendar! Send meeting invites complete with Zoom, Teams, or other conference details—right from Coachmetrix. This is just the beginning—we’ve got more upgrades coming to the Programs/Events features to help you track and manage your engagements even more seamlessly.
- Simplified Habit Tracker Flow: Adding a new habit is now a one-step process—quick and easy. Just a reminder: Habit Tracking lets you or your Participants set up to three habits per goal, with automated reminder nudges sent daily, weekly, or monthly via text or email. This is just the start—more improvements are on the way to help Participants track progress and reflect on their performance with even more ease.
Want to See The Onboarding Guide & Project Dashboard in Action?
Curious how Coachmetrix can streamline your coaching engagements and create measurable impact?
👉 Watch a short demo and start your free trial to experience how simple, scalable, and powerful coaching can be.
No obligation. Just real tools, real results—starting today.
