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Welcome to our Support Center

My Organization

To access advanced tracking tools, click My Organization in the left-hand menu. This menu is only visible to Managers and Administrators and provides full visibility into:

This section explains each area in detail, with examples and feature tips.

Objectives Tracker

When you click on Objectives, you will be taken to a searchable tracker view.

This page allows you to quickly see where all users are against their assigned objectives.

From here, you can:

  • Use the search bar to quickly find objectives or assigned user details
  • Use the Filter option for more advanced filtering across users, dates, and statuses

In the main table, you will see:

  • Objective name
  • Owner
  • Date assigned
  • Due date
  • Status matrix showing number of users in each status:
    • Overdue
    • Outstanding
    • Awaiting Approval
    • Complete

You can click any status number to open a detailed view. This view includes:

  • Assigned users and their current status
  • Submitted feedback or comments
  • Direct link to the individual objective for review or action

From this detail view, you can also:

  • Nudge a user to complete overdue objectives
  • Edit an objective (if not completed) to update instructions or due date
  • Unassign users who have not completed the objective
  • Delete the objective (only available when all users have completed it)

Add New Objective

To add a new objective, click the + Add New Objective button.

Creating objectives from the tracker follows two steps.

Step 1: Select Users

Select the users you want to assign the objective to using filters such as:

  • Manager
  • Location
  • Job role or title
  • Performance or behavior rating thresholds

Step 2: Define Objective Details

Next, define the objective type. Each type is designed for a different development need:

  • Standard
    A free-text objective used to communicate tasks, expectations, or prompts.
    Example: “Meet with your manager to review the Q2 territory plan.”
  • Video Practice
    Users record or upload a video demonstrating a skill.
    Often used for coaching scenarios like objection handling or pitch practice.
  • Metric-Based
    A numeric goal tied to performance data.
    Example: “Book 10 meetings this month.”
    Requires metric type, target value, and timeframe.
  • Learning-Based
    Assigns courses or modules. Completion is automatically tracked when learning is finished.

Each objective type includes configurable options:

  • Link to a specific behavior for reporting
  • Set a due date
  • Add instructions or supporting resources
  • Require manager approval
  • Assign an owner (Admins only)

Example: Assign “Handle Objection Practice” to all AEs, include a template, attach a sample video, set a due date, and require manager approval.

Pathway Tracker

The Pathway Tracker allows Managers and Administrators to monitor structured learning journeys. These pathways often include sequenced modules, objectives, and practice activities.

They are commonly used for onboarding, certification, or structured skill development programs.

Summary Tab

The Summary tab provides a high-level overview of all active pathways, including:

  • First enrollment date
  • Most recent enrollment date
  • Number of users enrolled
  • Number of users who have started
  • Number of users who have completed

Enrollments Tab

The Enrollments tab provides user-level detail.

Here you can:

  • View each enrolled user
  • Track progress through a visual progress bar
  • View completion status for each activity:
    • Green: Complete
    • Red: Incomplete

Hovering over any activity icon shows:

  • Activity name (course or objective title)
  • Completion date or due date

Clicking a user opens their full pathway journey.

Additional Actions

From this screen, you can:

  • Filter results using the Filter menu
  • Export data to CSV
  • Unenroll users from a pathway
  • Edit pathway settings (limited to due date adjustments)
  • Schedule future enrollments

When scheduling enrollments, you can:

  • Filter users by name, role, department, manager, or location
  • Set a launch date
  • Set a due date aligned to program timelines

Review Tracker

Clicking Reviews opens the review management tool used to track capability reviews across the organization.

Summary View

This view provides a snapshot of review activity:

  • Reviews scheduled
  • Reviews completed
  • Reviews waiting on user or reviewer
  • Reviews overdue

Example: Use this view to quickly confirm whether a training cohort has completed required post-training reviews.

You can click any status to filter results or use the search and filter tools for more detail.

Each row in the table represents an individual review and includes:

  • Review Type
    • Full star indicates a full capability review
    • Half star indicates a partial review (only selected behaviors assessed) 
      • Hovering shows included behaviors
  • Team Member
    • Click to open the user’s review details
  • Status Columns
    • Created date
    • Launched date
    • Due date
    • Completion date
    • User completion status
    • Reviewer completion status

Review Scenarios

  • User Only: User completes self-assessment only
  • Manager Only: Reviewer completes assessment only
  • Both: User and manager inputs are combined into a final score

Available Actions

From the Review Tracker, you can:

  • Unassign a review
  • Nudge users or reviewers
  • Edit due date OR reviewer
  • Export data to CSV or Excel
  • Schedule Reviews

Scheduling Reviews

Scheduling is a two-step process:

Step 1: Select Users

Use filters to choose the appropriate users for the review.

Step 2: Define Review Parameters

  • Set launch date (when the review becomes visible)
  • Set due date (completion deadline)
  • Choose review type:
    • Full Capability Review
    • Partial Review (specific behaviors only)
  • Select assessment method:
    • User Only: The user completes a self-assessment.
    • Manager Only: A reviewer provides feedback without input from the user.
    • User/Manager: The system captures both perspectives and calculates a combined view.
  • Add custom instructions to the invitation
  • Enable or disable automated reminders
  • Choose whether to include reviewer in final summary

Example: Filter 35 sellers under one sales director, create a partial review focused on discovery behaviors, set a two-week deadline, and add context for a post-coaching check-in.

Editing an Individual Review

If a review has not started or is in progress, it can be edited at the individual level.

Click the user’s name to open their review.

From here you can:

  • Change the due date
  • Delete the review
  • Reset completion status for user or manager

Resetting status does not delete scoring data. Scores are retained and can be updated when the review is resubmitted.

 

 

 

Bulk Edit of Incomplete Reviews

You can perform bulk actions on multiple incomplete reviews:

  • Reassign reviews to a different manager
  • Change due dates
  • Apply both changes at once

Reassigning Reviews by Manager Downline

Use the Filter on whose downline? option to view users reporting to a specific manager.

Important: This filter shows users currently reporting to the selected manager, typically the new manager after reassignment.

Steps to Reassign Reviews:

  1. Select the new manager using the downline filter
  2. Review the returned user list
  3. Manually select only users whose reviews need reassignment
  4. Click Edit and update reviewer and due date fields

Note: Some reviews may already be correctly assigned and should not be changed.

Learning Tracker

The Learning Tracker gives you visibility into learner engagement and progress, helping you monitor participation, identify coaching opportunities, and support accountability.

You can:

  • Search for learners using structured criteria

  • Apply filters to focus on specific teams, roles, or behaviors

  • Export data—filtered or full—into a structured spreadsheet for further review or reporting

Available Search and Filter Options:

  • Smart Search: Look up users by name, email address, or job title

  • Advanced Filters:

    • Role, Department, Business Unit, Location

    • Manager

    • Language

    • Capability and Behavior (tied to assigned learning modules)

    • Progress Status: In Progress or Completed

    • Start Date and Completed Date (with date range support)

Questions? Reach out to Support and we’ll be happy to help.