Management overview
Client delivery & coaching health
Where attention is needed today: clients at risk, coaching signals for trainers, and sessions missing evidence. Scores describe execution against ICA standards, not a ranking of trainers.
Demo dataSeeded for prototype review — no live client records.
Active clients
12
across Day Train, Hybrid, Private Lesson
Sessions scheduled this week
19
from Google Calendar
Sessions recorded & matched
16
84% of scheduled
Unmatched or missing recordings
3
includes 1 orphan recording
Clients needing attention
8
Monitor, plan review, or management review
Serious management reviews
3
require approval before coaching history
Client confidence trend
3.6 / 5
org average, closing question
Trainer coaching alerts
7
open coaching signals across 4 trainers
What needs attention now
Prioritized by severity, then age. Every item carries its rule and its evidence.
Critical flag: e-collar level raised from 12 to 30 without announcing or explaining it to the owner.
Rule: SOP v1.2 §5a Critical flag (E-collar safety) → Keith review. Method Accuracy capped at 2.
Cancellation and refund intent detected in a client call.
Rule: Cancellation or refund language present → immediate Management Review.
Guarding behavior with bite risk reported near the food bowl. Program paused.
Rule: Safety language present in transcript → immediate Safety Review, no auto-publish.
Leash reactivity unresolved for three consecutive lessons with homework repeated verbatim.
Rule: Same unresolved concern in 3 consecutive lessons → Management Review (red) and plan revision required.
Recording match confidence 61% and the opening standard is absent. Findings held from coaching history.
Rule: Match confidence below 75% → hold all findings for management approval.
Review flag: trainer swore first and repeatedly with a reserved client. Profanity is not scored.
Rule: SOP v1.2 §5 Review flag (profanity rule 3.7) → Keith/Adrianah to clear. Score unchanged.
Door jumping unresolved in two consecutive lessons.
Rule: Same unresolved concern in 2 consecutive lessons → Monitor (yellow).
Client confidence reported 2/5 at the close of the first lesson.
Rule: Client confidence 1–2/5 → Monitor (yellow).
Scheduled drop-off session has no matching Plaud recording.
Rule: Calendar event with no recording within ±90 minutes → Unmatched.
- MonitorUnmatched RecordingsUnassigned recording2026-08-02 13:55
Orphan recording PLAUD-4599 (38 min, 2026-08-02 13:12) has no calendar event. Opening statement names no client.
Rule: Recording with no calendar event within ±90 minutes → Unmatched.
Teach-back absence detected at 78% confidence; audio cut during the closing block.
Rule: Judgement confidence below 80% → management review before coaching history.
Client confidence trend
Average answer to the closing confidence question.
Delivery status mix
Client statuses in the current view.
Recent client progress
Clients needing attention appear first. Status describes the case, not the trainer.
| Client & dog | Program | Trainer | Week / lesson | Confidence | Status | Why |
|---|---|---|---|---|---|---|
OwnerHarper NguyenTrainerAdrianah | Hybrid | Adrianah | W5 / L5 | Management Review | Leash reactivity unresolved across three consecutive lessons and closing confidence at 2/5. | |
OwnerMarcus HaleTrainerAdrianah | Day Train | Adrianah | W3 / L3 | Monitor | Drop-off notes submitted late twice; concern log thin for weeks 2 and 3. | |
OwnerJonah FeldmanTrainerJannik | Private Lesson | Jannik | W3 / L3 | Monitor | Door-jumping concern unresolved across two consecutive lessons. | |
OwnerTrent DoyleTrainerVasili | Day Train | Vasili | W2 / L2 | Safety Review | Trainer documented stiffening and a growl near the food bowl. Program paused pending management plan. | |
OwnerKim AlvarezTrainerVasili | Hybrid | Vasili | W3 / L3 | Monitor | Closing questions missing in one session, so confidence signal is incomplete. | |
OwnerDana WhitfieldTrainerAdrianah | Private Lesson | Adrianah | W6 / L6 | Management Review | Client raised cancellation and refund intent in the most recent session transcript. | |
OwnerBeatrice OkaforTrainerKeith | Hybrid | Keith | W1 / L1 | Monitor | Client confidence 2/5 at the first close; crate vocalizing still active. | |
OwnerSamuel OrtizTrainerJannik | Day Train | Jannik | W7 / L7 | Training Plan Review | Progress plateaued against the week-7 lesson plan; plan revision requested by the trainer. |
Trainer trends
Coaching signals per trainer. Displayed for coaching decisions — not a leaderboard and not shared between trainers.
| Trainer | Setup & Check-in | Method Accuracy & Safety | Explaining the Why | Demo → Rehearse → Owner Reps | Live Coaching of the Owner | Close & Homework | Professionalism & Client Experience | Evidence gaps |
|---|---|---|---|---|---|---|---|---|
| KeithOwner | 4/5 | 4/5 | 4/5 | 4/5 | 4/5 | 4/5 | 5/5 | 1 to resolve |
| AdrianahHead Trainer | 2/5 | 3/5 | 3/5 | 3/5 | 2/5 | 2/5 | 4/5 | 1 to resolve |
| JannikTrainer II | 4/5 | 4/5 | 4/5 | 5/5 | 4/5 | 4/5 | 3/5 | None |
| VasiliTrainer I | 3/5 | 3/5 | 3/5 | 3/5 | 3/5 | Not enough evidence | 4/5 | 2 to resolve |
| RachelTrainer I | Not enough evidence | Not enough evidence | Not enough evidence | Not enough evidence | Not enough evidence | Not enough evidence | Not enough evidence | None |
Coaching context, not performance ranking. A difficult case never lowers a trainer's execution rating — client progress lives on the client record.