Coach Leaderboard

Click any coach row to open their month card — the records behind every number.

Expected hours

(shown in each coach’s card) = the 1:1 PT + group class + nutrition-coaching hours expected for the full month = weekly target × weeks in the month. The full-time and part-time weekly targets — and the coaching minutes counted per active nutrition client — are set by admins on the Commission Rates page; whether a coach is full- or part-time is set by an admin from the FT/PT badge on this board, and applies for everyone.

Util % (mo)

= committed hours ÷ expected hours, for the whole month. Committed counts 1:1 PT + group classes already delivered, plus sessions already booked into the remaining days, plus nutrition coaching. Fitness assessments, InBody scans and programming (macro/workout plans) don’t count toward the target hours. Booked-ahead sessions come from GymMaster’s All Bookings report, imported hourly — so a coach whose remaining calendar is full reads as busy, not idle. This is the month-graded number, so it lines up with the monthly comp framing.

Open (14d)

= bookable sessions left in the next 14 days, shown as open of target — “56 of 60” means only 4 of that coach’s 60 bookable sessions are spoken for, so the colour is readable straight off the cell without knowing the target from memory. The figure is the 14-day target − sessions already booked into it − coaching. It is a rolling window, not the rest of the calendar month: “open for the rest of the month” is 31 days on the 1st and 2 days on the 30th, so it fell silent in the last week of every month — exactly when it should be pushing bookings. 14 days rather than 30 because members book one to two weeks out, so a 30-day window would show every coach permanently half-empty. The colour is the share of that 14-day target already booked, on the same 70/45 bands as Util %: green ≥70% booked, amber 45–69%, red under 45%. So a big Open number is the flag, not the good news. Grey = already over target. A completed month has no forward window and shows “—”. Note the two windows differ on purpose: late in a month Util %’s booked-ahead part is nearly empty while Open’s is full, and one session counts as a standard 60 minutes. Nutrition coaching counts against this target too, so a coaching-heavy coach reads partly booked even with nothing else on the calendar.

Trend

= change in delivered session-hours vs the prior month, compared over the same day-of-month window (so a partial current month isn’t judged against a full one) (▼ = trending down — the early-warning flag). Together, Open and Trend answer “who has room, and who is slipping.”

Delivered $

= value of services delivered this month (accrual): GymMaster session revenue + nutrition earned. Nutrition earned is the recognized monthly portion of each active contract, so a 6-month PIF contributes 1/6 every month it's coached, regardless of when the cash was billed.

Billed $

= cash brought in this month: PT + nutrition package payments + membership/supplement sales — so a PIF lands in full when sold. For the current (partial) month it also includes recurring PT and nutrition-coaching plans scheduled to bill in the remaining days (from GymMaster's future-billing report), so a coach whose clients bill late in the month isn't undercounted — the row detail splits settled vs scheduled. PT — settled and scheduled — is credited to the coach who delivered this month's sessions against that specific membership, so a member training with two coaches on two packages credits both (~7% of PT clients see 2+ coaches); when nobody delivered against a membership it falls back to the coach they train with most. The two halves differ in one case: for a member with no sessions at all this month, a settled payment falls back to their GymMaster Personal Trainer, while a scheduled charge has no such fallback and is listed as unattributed instead. Nutrition is attributed by coach list, falling back to the coach the member sees most.

New $

= the slice of Billed $ from brand-new PT and coaching clients — someone who wasn't already that kind of client last month. A PIF client starting a fresh PIF, or an M2M client switching plans, is not new (they were already training/coaching last month), so they're excluded; only first-time PT/coaching clients count. (Approximation from prior-month activity — the authoritative version reads Report 32 membership start dates + prior memberships.)

PT50 $

= the average sale price members pay for a PT50 session (ex-tax) — derived from the coach's PT50 payout ÷ the coach's tier rate (set on the Commission Rates admin page), so it's the sale side, not the coach's cut. A dash means we could not derive it: either no BambooHR employee record matches that coach's name, or their record has no commission tier — hover the flag on the coach's row for which. We never substitute an assumed rate.

Sess/Client

Training sessions per distinct PT client this month — higher = clients using their time.

Close %

PT packages sold / FA shows this month (needs 3+ shows; can top 100% when packages outsell shows). The follow-through metric: assessments turned into training clients.

Retention

= of a coach's prior PT/stretch book (Platinum drop-ins excluded — not a recurring/pack relationship we lose; stretch packs included), the share still active this month. It reads live membership & pack balances from GymMaster's Member Benefits Remaining report: a client is retained if they hold an active recurring PT plan, or a pack (PT or stretch) with sessions still remaining, or they trained again / are still billing (settled or scheduled charge). A client is churned the two real ways — a recurring membership that expired, or a session pack that ran out with no new pack. Needs ≥3 clients. The balance report is a current snapshot, so this is the current month's standing; past months fall back to the session/payment proxy.

The roster underneath the percentage is deliberately wider than the score. It also lists clients who trained in the last 90 days but not last month, and clients who hold a benefit but have never trained at all — the ones a weekly 1:1 most needs to talk about, and the ones that used to be invisible here. Those extra clients are marked not in retention %: the balance report only lists members who already tripped a flag, so counting them would push every coach's percentage down for a data-collection reason rather than a coaching one.

Risk flags on each client come from the same Member Benefits Remaining report as the Unused Benefits dashboard and are stamped with that report's snapshot date. Underutilized is the one to act on: it compares PT sessions attended in the last 30 days against the cadence the membership pays for (shown as, e.g., "Underutilized 3/8 · 2x wk"). Stretch, mobility and session-pack memberships book their sessions under a different service, so cadence cannot be measured for them and the client says so rather than implying they're fine; brand-new members are given 30 days before cadence is judged at all. Nothing booked in the next 14 days is the forward-looking companion to Stale (no session in the last 14 days): the same fourteen days and the same PT and stretch sessions, read in the other direction — so a tanning appointment, a group class or a body scan does not count as being back on the books. It comes from GymMaster's All Bookings report. The fourteen days are fixed deliberately, because the booking data itself reaches further ahead at some points in the month than others: a client whose next session is three weeks out would otherwise read as "scheduled" early in the month and "nothing booked" late in it, with nothing about that client having changed. If the bookings feed is incomplete for any reason, nobody is flagged and a note appears at the top of this page — rather than the list quietly filling up with clients who are in fact booked. Owes money and Unsigned agreement are billing and paperwork — informational only, and they feed no score, ranking or coach comparison anywhere on this page. Clients whose assigned trainer has left the company are not shown on any coach's card; they're a manager reassignment queue.

FAs

= completed assessments this month (already happened, resolved as shown or no-show), with shown in parens; upcoming ones (booked ahead, not yet done) are shown separately and never counted as no-shows. This matters because an unresolved booking would otherwise read as a no-show and understate coaches with a full upcoming book.

Sold

PT / nutrition / membership units sold.

Unattributed

Notes

A note is stored on the member, not on this card, so it outlives the month and is visible wherever that member comes up (front desk, a cover session, a save call). Managers can note anyone; coaches can note their own clients. A manager's note is visible to the coach unless it is marked manager only. Notes are append-only — you can remove your own within 15 minutes to fix a typo, nothing after that. Keep them to operational facts (“wants to switch to 2x/week”, “budget concern”); medical, injury and complaint detail belongs in an incident report, not here.

Sources

GymMaster Report 345 (sessions & assessments), Report 9 (All Bookings — the booked-ahead hours behind Util % and Open), settled payments (Report 103), nutrition & sales commission blocks.