Explore how to maximize productivity and organize client priorities with our dashboard walkthrough. Learn to efficiently manage tasks, monitor compliance, and streamline client engagement all in one place. Enhance your workflow and never miss a beat with automated alerts and detailed insights.

🕒 Timestamps:

0:00 Intro

0:06 Dashboard overview

0:29 Key dashboard sections

0:48 My Stats breakdown

1:24 Managing tasks

2:48 Automated task features

3:03 Needs Attention section

4:03 Touch Points explained

5:00 Activity Feed overview

The dashboard brings together everything you need to manage your coaching business effectively. We've focused on making it easier to identify priorities, manage tasks, and maintain meaningful client relationships—all from one central location.

In short, there are six major sections in the dashboard designed to make communication more efficient: 

• Needs Attention

• My Tasks

• My Stats

• Touchpoints

• Activity Feed

Learn more about the dashboard here.