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Advanced Coaching Reports Feature Request

It would be highly advantageous for Managers to be able to have some guidance on the advanced coaching reports for employees. 

 

1) # of days since last coaching report, this way a manager can see which employees they manage needs a coaching report, if the agreement is that they need to have a coaching every 60 days, then have a report or have some notification of which employees need one created 

 

2) Have a way of pulling in previous coaching reports comments to be able to monitor growth or improvement 

5 comments

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    Sasha Grosman Official comment

    Hi Sam,

    I really appreciate all this feedback. This helps as we work to refine our Advanced Coaching Report road map.

    To that point, we are currently working on defining an Advanced Coaching Reports roadmap around the theme of significantly improving support for the first line managers. I believe each of the requests you have outlined is inline with that theme and therefore under consideration for the 12-18month roadmap.

    Please let me know if you have any other insights related to these request, or can answer some of the questions related to the #2 request.

    Thanks,
    Sasha

  • Avatar
    Sasha Grosman

    Hi Sam,

    Thank you for submitting these enhancement requests.

    I read #1 as two different enhancements:

    RE 1a) have a report to help the Manager see the # of days since they last filled out a coaching report for each of their Reps.

    Are manager users using Veeva CRM on a mobile device or on SFDC? Have you considered attempting to solve this with SFDC reporting? If that does not satisfy the requirement, can you please explain why?


    RE 1b) proactively informing managers they need to act on a CR for a Rep

    I've heard variations of this request. Are managers required to fill out x number of coaching reports per rep per a defined cycle, or are they (like your example) required to fill out a coaching report every x number of days per rep? Who is creating these requirements for the managers? Who is monitoring that managers are hitting their requirements? Are these requirements tracked in any other system at the moment? If yes, what system(s)?


    RE 2) This is on the roadmap, and we are actively working on this enhancement. That said, I do have some questions about it:

    • Does the manager only want to see the previous coaching report comments, or do they want to be able to pull forward any coaching report (e.g. "the one I filled in two rep rides ago, or from a year ago, etc.)?
    • When you say "Coaching reports comments" are you referring to the question responses or the Rep Comment?
    • When you say 'pulling in' do you mean such that the Manager can see them while filling out the current Coaching Report, or actually stamping them on the currnet coaching report for future reference?
    • Should this view be limited to the manager, or can the Rep also see the previous comments?
  • Avatar
    Sam Lee

    Hi Sasha, 

     

    Answers are below.. 

     

    RE 1a) have a report to help the Manager see the # of days since they last filled out a coaching report for each of their Reps.

    Managers are not currently using iRep, 90% of the manager user base is online only. We were hoping to try and have this accomplished through alerts and in order to make this happen through reporting, would we have to deploy formula fields? Instead of looking at a flat report of just the last field ride date, it would be nice to see something where it would be more actionable. 


    RE 1b) proactively informing managers they need to act on a CR for a Rep

    Yes, managers are required to fill out a fixed number of FCR's per quarter per employee. Sales leadership is creating the requirements, but this number count change as well. We have a group who are called AD's who would then monitor each of the RBM's in each of their areas. These systems are not currently tracked in any other system at the moment as FCR's currently live in Veeva only but this could change as we have a sales force effectiveness initiative project under way and could be requested to be sent to QlikView or Tableau. 

    Overall, what we're trying to do is help the managers have a good way of tracking this, instead of just seeing the number of FCR's they completed, also be armed with the data of how long it has been, and if possible have a way of queuing up a list of users they need to create an FCR for. 

     

     

  • Avatar
    Sasha Grosman

    Sam - thank you for your quick response.

    1a) This makes sense. This is under consideration for the roadmap in line with our vision to continue to provide more support for Managers (coaching being a core manager use case).

    #1b) quick follow ups: what is the trigger to have the target number change during a cycle? Who can make the changes and for what reasons?

     

  • Avatar
    Sam Lee

    Hi Sasha, 

     

    #1b) quick follow ups: what is the trigger to have the target number change during a cycle? Who can make the changes and for what reasons?

    This would be something that would be based on sales leadership, business intelligence or training. 

    The reason for this would be 

    1) Changes to size of sales team vs size of management team 

    2) Initiatives where leadership would like managers to push on sales team to discuss or deliver a specific message 

    3) Compliance tightening up what happens on calls

    4) Changes to guidance from BAI on what good needs to look like 

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