Live Progress Summary
When a coaching conversation matters, recency alone is not enough.
Live Progress Summary gives you the development story over time for one person, so you can coach from trends and follow-through, not memory.
How to open it​
From Line Report Details, click View Progress Summary.
What this view is built for​
This page helps you answer questions like:
- Is this a temporary dip or a consistent pattern?
- Are growth areas turning into goal movement?
- Are meeting commitments being completed?
You can evaluate those answers across 6 months, 1 year, or 2 years.
How to interpret the page​
Start with the snapshot counters (feedback sent/received and sentiment change) to get a fast orientation. Then review progression context, goal movement, growth and values alignment, and finally 1-1/meeting follow-through.
Read together, these sections tell you whether coaching is producing visible behavior and outcome change.
What is included​
You can review:
- feedback and sentiment movement in the selected window
- level/progression history
- goal progress and status movement
- growth opportunities linked to goals
- values linked to goals
- meeting/1-1 action follow-through
When managers get the most value from this page​
Use it before:
- high-stakes 1-1s
- performance and promotion discussions
- recalibration conversations when someone seems "stuck"
Use it after:
- repeated feedback themes
- major role or scope changes
Practical coaching guidance​
- Compare two time windows before drawing conclusions.
- Translate trend findings into one or two specific next actions.
- Bring those actions back into Line Report Details for weekly execution.
FAQs​
Is this only for formal review cycles?
No. It is designed for continuous coaching and works equally well for formal review prep.
Why is it called Live Progress Summary?
Because it reflects current signals as feedback, goals, and follow-through evolve.
What is the common mistake here?
Treating the page as a scorecard. It is more useful as a coaching narrative with evidence.