Overview Dashboard

The Overview Dashboard is your daily home base in the Partner Dashboard. It brings together everything you need to manage your coaching workflow: scans waiting for your review, clients who need a follow-up, your team’s workload distribution, and overall client engagement.

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Dashboard Layout

The Overview page is organized into four main sections:

1. Header & View Filter: Switch between viewing your own clients or the whole team.
2. Key Metric Cards: At-a-glance numbers for active clients, pending reviews, codes, and engagement.
3. Review Queue (Left): Scans submitted by clients that are waiting for coach feedback.
4. Needs Attention & Team Workload (Right): Inactive clients and coach caseload distribution.

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1. Header & View Filter

At the top of the dashboard:

• Greeting & Review Counter: Shows your name and the number of client check-in scans currently waiting for review.
• View Filter (“My Clients” vs. “Entire Organization”):
  • My Clients: Filters the dashboard to show only the clients assigned directly to you. Perfect for everyday coaching.
  • Entire Organization: Shows aggregate data across all coaches and clients. Great for head coaches and gym owners managing the team.
• Invite Clients Button: Quickly open the invitation drawer to invite a new client without navigating away.

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2. Key Metric Cards

Four summary cards give you a quick pulse on your organization:

Active Clients

The total number of clients currently active and connected to your organization.

Awaiting Review

The number of check-in scans submitted by clients that haven’t been reviewed yet, plus how many days the oldest scan has been waiting.

Client Codes

A progress bar showing how many client slots you are using out of your total subscription capacity. Click here to add more codes whenever you need room for new clients.

14-Day Engagement Rate

The percentage of your active clients who have logged habits or uploaded a scan in the past two weeks.

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3. The Review Queue

The Review Queue is your daily to-do list. Whenever a client takes a scan in the mobile app, it appears here until a coach evaluates it:

• Client Photo & Name: See who submitted the scan and who their assigned coach is.
• Waiting Time: See how long the check-in has been waiting (e.g., Submitted 2 hours ago or Waiting 2 days).
• One-Click Review: Click any card in the queue to open the Snapshot Analysis page, where you can inspect the photo with the zoom lens, review AI ratings, leave comments, and mark it reviewed.

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4. Needs Attention & Coach Workload

The right column helps you stay proactive:

Needs Attention Card

Helps you catch clients before they drop off:

• 14-Day Inactive: Clients who haven’t logged any habits or scans in the last 2 weeks.
• 30-Day Inactive: Clients who haven’t checked in for a full month.
• Unassigned Clients: New clients who joined your organization but haven’t been assigned a coach yet.
• Pending Invites: Clients you invited who haven’t finished downloading the app and creating their account.
• Send Nudge: Click the nudge button to send a friendly push notification straight to a client’s phone reminding them to check in.

Coach Workload Card

Shows how many active clients each coach on your team is currently handling. Click on any coach’s name to view their full roster on their Team Member Profile.

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Recommended Daily Routine

1. Choose Your View
   If you’re a coach, keep the view set to My Clients. If you run the gym or team, switch to Entire Organization to check overall operations.

2. Clear Your Review Queue
   Click the top scan in your review queue. Review the photos and metrics, type your coaching feedback, and mark the scan as reviewed.

3. Follow Up With Inactive Clients
   Check the Needs Attention section. Send a quick nudge to anyone who hasn’t checked in recently.

4. Monitor Code Capacity
   Keep an eye on the Client Codes gauge. If you’re close to 100% capacity, add more codes before onboarding your next batch of clients.