How do I track improvements for multiple role-plays at the same time?

You can track improvement across multiple roleplays simultaneously by using the Filters feature on the Coaching Dashboard. This allows you to view combined performance data for any selection of coachings you choose.

How to select multiple roleplays

Step 1: Open the Filters panel

1. Look in the top-right corner of the Coaching Dashboard
2. Click the Filters button
3. A filter dialog box will open

Step 2: Select your coachings

1. In the filter dialog, find the Coaching dropdown under "Coaching Filters"
2. Click the dropdown to expand the list of available coachings
3. You'll see checkboxes next to each coaching name (e.g., "Price Objection Handling," "Objection Handling Coaching," "Sample sales pitch coaching")
4. Check the boxes next to all the coachings you want to track
5. You can select as many coachings as you need—there's no limit
6. The dropdown will show how many coachings you've selected (e.g., "2 selected")

Step 3: Apply the filters

1. Click the Apply Filters button at the bottom of the dialog
2. The dashboard will refresh to show combined data across all selected coachings

What happens next:

• All three dashboard tabs (Overview Analysis, Competency & Skills Insights, and Participation Insights) will update to show aggregated data from your selected coachings
• The "Applied Filters" section at the top of the dashboard will display your active selections
• All metrics, charts, and insights will now reflect the combined performance across all selected roleplays

Example use case:

If you select "Price Objection Handling" and "Objection Handling Coaching," the dashboard will show:

• Combined Active Learners from both coachings
• Average scores across both roleplays
• Skill improvement percentages combining data from both scenarios
• Total training hours saved from both coachings combined

Coaching Type Filter

What it does: Filters the dashboard to show only specific types of coaching activities.

Available options:

• Self Practice
• Presentation
• Live Coaching
• Conversational
• (Note: The options you see depend on what coaching types are available to learners under your account. For example, if no certifications are set up, Certification Mode won't appear)

When to use it: Use this filter when you want to compare performance across different coaching formats or focus on one specific type of practice.

Business Unit & Country Filters

What they do: These standard organizational filters let you view data for specific parts of your organization.

Business Unit:

• Select one or more business units
• The dashboard will show only learners and data from the selected business unit(s)

Country:

• Select one or more countries
• The dashboard will show only learners and data from the selected country/countries

When to use them: Use these filters to:

• Compare performance across different business units or regions
• Focus on a specific geographic market
• Prepare reports for regional leadership
• Identify regional training needs

Metatag Filters

Metatag filters are customizable organizational tags that let you segment your data in ways that match your company's structure. The specific metatag options available depend on your organization's setup.

Common metatag filters include:

Zone

• Filter by geographic zones or territories
• View performance for specific sales regions

Designation

• Filter by job role or level (e.g., Sales Rep, Senior Rep, Manager)
• Compare performance across different roles

Product Line

• Filter by product category or brand
• Track coaching effectiveness for specific products

Territory

• Filter by sales territory assignments
• Analyze performance at a granular geographic level

Therapeutic Area

• Filter by medical specialty or therapeutic focus (common in pharmaceutical sales)
• Track skill development within specific clinical areas

How metatags work:

• Some metatag categories are predefined, but the specific values are always customizable to match your organization
• Different organizations may see different metatag options based on their setup
• You can combine multiple metatag filters for very specific views

Combining filters for powerful insights

One of the most useful features is the ability to combine multiple filters to get highly specific views of your data.

Examples of combined filtering:

Example 1: Multiple coachings + specific region

• Select 3 objection handling coachings
• Select "North" zone
• Result: View how North learners are performing across all three objection handling scenarios

Example 2: Coaching type + business unit + country

• Select "Self Practice" coaching type
• Select "Commercial Sales" business unit
• Select "United States" country
• Result: Track self-directed practice effectiveness for US commercial sales teams

Example 3: Multiple coachings + therapeutic area + designation

• Select all product detailing coachings
• Select "Cardiovascular" therapeutic area
• Select "Manager" designation
• Result: Analyze how senior reps are mastering cardiovascular product presentations

How combined filters appear: When you apply multiple filters, the "Applied Filters" section at the top of the dashboard will display all active selections, making it easy to see exactly what data you're viewing.

Managing your filters

To modify existing filters:

1. Click the Filters button again
2. The dialog will open showing your current selections
3. Make any changes you want
4. Click Apply Filters to update the dashboard

To remove all filters:

1. Open the Filters dialog
2. Click the Clear All button at the bottom left
3. Click Apply Filters to return to the unfiltered view

To cancel without applying changes:

1. If you've made selections but decide not to apply them
2. Click the Cancel button
3. The dialog will close and your previous filters will remain active

To remove the filter dialog without changes:

• Click the X in the top-right corner of the dialog
• This works the same as clicking Cancel

Best practices for using filters

Start broad, then narrow:

• Begin with all your coachings selected to see the big picture
• Then apply specific filters to drill into problem areas or success stories

Use filters for comparisons:

• Apply one set of filters, note the metrics
• Clear and apply different filters
• Compare the results to identify disparities or opportunities

Save time with strategic filtering:

• If you regularly review the same segments (e.g., specific regions or product lines), you can quickly reapply those filter combinations

Share filtered views:

• When discussing specific segments with leadership, use filters to show relevant data
• The "Applied Filters" tag makes it clear what data is being displayed

Combine metatags for precision:

• Use multiple metatag filters together to analyze very specific populations
• Example: Zone + Therapeutic Area + Designation gives you highly targeted insights

What changes when filters are applied

When you apply filters, the entire dashboard updates across all three tabs.