Coaching: Quarterly Development
Review the quarter: goal health KPIs, per-rep cards, development goals, focus-metric progression, and diagnostic layer migration.
Overview
The Quarterly development view (/coaching/development/:repId) is where you step back from weekly triage and review the quarter as a whole. Its purpose is to check the quarter’s development goals against actual focus-metric movement — the longer arc that the weekly dashboard and 1:1s feed into. The header reads “Quarterly development” with the current quarter (for example, Q2 progress), and a Dashboard action returns to the team view.
KPI strip
Four tiles summarise goal progress across the team:
- Goals achieved — goals that have reached 100% of target.
- On track — goals at 70% of target or above but not yet achieved.
- Behind — goals below the 70% on-track threshold.
- Team reps — the number of reps in the quarterly review.
Per-rep quarterly review
The main section is a grid of cards, one per rep. Each card shows the rep’s name, diagnosed layer, and quota attainment, then two readouts: the Focus metric (current value vs benchmark) and the Gap to benchmark. Click a card to open that rep’s deep-dive. This is the quarter-level read on who has closed their gap and who is still adrift.
Development goals and focus-metric progression
When you are viewing a specific rep, two further sections appear. Development Goals lists each goal with its target metric, a progress bar, and a status of Achieved, On track, Progressing, or Behind. Focus Metric Progression plots the rep’s focus metric over the quarter as a sparkline, so you can see whether the coaching actually moved the number rather than just whether goals were set.
Diagnostic layer migration
A Diagnostic layer migration view — showing how reps moved between diagnosed layers from one quarter to the next, and therefore where coaching shifted the needle — appears once the historical snapshots that drive it are available. Until then this section is not shown.
Using the quarterly review
- Open the view from a rep’s deep-dive or by navigating to a rep’s development page.
- Read the KPI strip for the team’s overall goal health.
- Scan the per-rep cards for reps whose gap has not closed this quarter.
- Open a rep to review their individual goals and focus-metric progression before setting next quarter’s plan.