Dashboard Overview

Welcome back, Coach! Here's your practice summary.

12%
47
Active Clients
24%
$18,450
Monthly Revenue
8%
124
Sessions This Month
5%
4.9
Avg. Client Rating

Revenue Trend

Jan Feb Mar Apr May Jun

Recent Activity

New client onboarded
Sarah Johnson - 2 hours ago
Session completed
Mike Chen - 4 hours ago
Payment received
$500 - 5 hours ago
Program milestone reached
Emma Davis - Yesterday

Upcoming Sessions

View All
Sarah Johnson
Career Coaching
Today, 2:00 PM
Mike Chen
Life Coaching
Today, 4:30 PM
Emma Davis
Business Coaching
Tomorrow, 10:00 AM

Client Management

Manage and track all your coaching clients

Sarah Johnson
Career Coaching
Active
Progress 75%
12 sessions
3 months
Mike Chen
Life Coaching
Active
Progress 45%
8 sessions
2 months
Emma Davis
Business Coaching
Active
Progress 90%
18 sessions
6 months
James Wilson
Executive Coaching
Pending
Progress 15%
2 sessions
1 month
Lisa Martinez
Health Coaching
Active
Progress 60%
10 sessions
4 months
Robert Taylor
Career Coaching
New
Progress 5%
1 session
1 week

Session Calendar

Schedule and manage coaching sessions

Sun
Mon
Tue
Wed
Thu
Fri
Sat
28
29
30
1
2
2 PM
3
4
10 AM
5
6
Today
7
3 PM
8
9
11 AM
10
11

Today's Schedule

2:00
PM
Sarah Johnson - Career Strategy Session
Duration: 60 minutes
4:30
PM
Mike Chen - Life Balance Coaching
Duration: 45 minutes

Coaching Programs

Manage your coaching packages and programs

💼
12 Clients

Career Coaching

12-week intensive program for career transformation

$2,500
🧘
8 Clients

Life Coaching

8-week program for personal growth and balance

$1,800
🚀
15 Clients

Business Coaching

16-week program for entrepreneurs and leaders

$3,500
👔
6 Clients

Executive Coaching

24-week premium program for C-level executives

$8,000
💪
10 Clients

Health Coaching

10-week wellness and fitness transformation

$1,500
💑
4 Clients

Relationship Coaching

8-week program for couples and individuals

$2,200

Analytics & Insights

Track your coaching practice performance

Total Revenue (YTD)
$124,580
32% vs last year
Client Retention
94%
8% improvement
Avg Session Rating
4.9/5.0
+0.3 points
Completion Rate
87%
12% increase

Revenue by Program

Business Coaching $52,500
Executive Coaching $48,000
Career Coaching $30,000
Life Coaching $14,400

Client Acquisition

Jan Feb Mar Apr May Jun

Automation Hub

Automate your coaching workflows and communications

Active

Welcome Email Sequence

Automatically send onboarding emails to new clients

Triggered 47 times this month
Active

Session Reminders

Send reminders 24h and 1h before sessions

Triggered 124 times this month
Active

Follow-up Automation

Send follow-up emails after each session

Triggered 98 times this month
Paused

Payment Reminders

Remind clients about upcoming payments

Last triggered 2 weeks ago
Active

Milestone Celebrations

Celebrate client achievements automatically

Triggered 23 times this month
Active

Feedback Requests

Request feedback after program completion

Triggered 12 times this month

Billing & Payments

Manage invoices and track payments

Total Revenue (This Month)
$18,450
Pending Payments
$3,200
Overdue Invoices
$850
Invoice # Client Program Amount Status Date Actions
#INV-1247 Sarah Johnson Career Coaching $2,500 Paid Jun 1, 2026
#INV-1246 Mike Chen Life Coaching $1,800 Pending Jun 3, 2026
#INV-1245 Emma Davis Business Coaching $3,500 Paid May 28, 2026
#INV-1244 James Wilson Executive Coaching $8,000 Overdue May 15, 2026

Messages

Communicate with your clients

Sarah Johnson
2 min ago
Thanks for the session today!
Mike Chen
1 hour ago
Can we reschedule tomorrow?
Emma Davis
3 hours ago
I completed the worksheet!
Sarah Johnson
● Online

Hi! I wanted to thank you for today's session. The career mapping exercise was really helpful!

2:45 PM

I'm so glad to hear that! You're making great progress. Keep working on those action items we discussed.

2:47 PM

Will do! See you next week 😊

2:48 PM