> ## Documentation Index
> Fetch the complete documentation index at: https://docs.salesfinity.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Follow your daily plan in AI Coaching

> Your plan for today, your week next to your team, and where you stand on each skill on real calls, in a few minutes a day.

**My coaching** is your home in AI Coaching. It picks one thing to work on today, says why, and
gives you three short steps to get better at it. It also shows how your week compares with your
team's, and where you stand on each skill next to the team average and your team's top rep.

Open **Coaching** in your sidebar. Reps land on **My coaching**.

## Your plan for today

The dark card at the top reads **Your plan for today**, with about how many minutes it takes and
how many steps are done. Coaching builds it the first time you open Coaching each day, and it
stays the same for the rest of that day.

**1. Hear it**

Click **Play the clip** to hear a teammate do it on a real call. The clip comes from your
team's **Best calls** when your coach picked one for this skill. Otherwise it comes from the
top rep's best-scoring real call on the skill in the last 30 days, or another teammate's. The
step is done once you've heard most of the clip.

**2. Practice it**

Click **Start the practice call** for a short AI practice call picked for today's focus. Any
scored attempt finishes the step. You don't have to pass. See
[Practice calls and feedback](https://docs.salesfinity.ai/coaching/practice-calls.md).

**3. Use it**

Nothing to click. Ari listens for it on the real calls you make after you practiced, and the
card shows how it went, such as "You got past it on 2 of 3 calls today."

Steps tick themselves off while the page is open. When every step is done, the card shows
**Done for today** and **Practice again**.

A few plans look different:

* When no clip can be found, the plan has two steps, without **Hear it**.
* When a training plan due in the next 3 days has a playlist as its next step, a **Listen** step
  takes the place of **Hear it**.
* When your coach assigned **Warm up before you dial**, that day's warm-up becomes the
  **Practice it** step.

### How today's focus is picked

| Your situation | Today's focus |
| - | - |
| Most days | The skill with the biggest gap between you and the top rep on your team, on real calls over the last 30 days. |
| That skill is **Handling objections** | The objection that ended most of your calls this week, such as "Get past “Just send me an email”". |
| You have fewer than 10 scored calls | The objection that ended most of your team's calls. The card tells you it's picked from your team's calls. |
| You're already at the top of your team | The skill where you can still grow. |
| A training plan is due in the next 3 days | That plan's next practice call. |

## Your week, next to your team

Four tiles cover **Mon to today**:

| Tile | What it counts |
| - | - |
| **Conversations** | Calls a person answered that lasted 60 seconds or more, plus calls that set a meeting. |
| **Meetings booked** | Meetings you set this week. |
| **Conversations that became meetings** | The share of your conversations that set a meeting. |
| **Days you practiced** | Working days with at least one scored practice call, such as "3 of 5". |

Under each tile, **Team** is the average of teammates who dialed this week, and **Top** is the
highest teammate. Before your first call of the week, the tiles show last week.

## Where you stand on real calls

Each skill gets one row, biggest gap first. A row shows three marks: **You**, the **Team
average** and the **Top rep on your team**, with how far you are from the top, such as
"12 to top". The gap turns orange at 20 points or more. When you're the best on the team, the row
says "top".

Click a skill to see what the top rep does that you don't. The card shows two or three plain
numbers, such as "Asks a question right after hearing it: You 3 of 10, Maya 9 of 10", and
**Practice this**. When there's a clip of the top rep doing it, a button plays it.

> [!NOTE]
>
> Your own numbers need 10 scored real calls in the last 30 days, and 5 of them that show the
> skill. Until then you see "Not enough scored calls yet", with how many you have. A skill your
> team added as its own check shows a line from the top rep's best call instead of numbers.

## Try a lost call again

Up to three of your own calls from the last 7 days that went wrong, each with a **Practice**
button. Ari plays the same prospect, with what they actually said. Calls you saved from the Dialer
come first, marked **Saved**. Calls that set a meeting, and calls under 30 seconds, aren't listed.

## Streaks

A flame chip in the header, such as **4-day streak**, shows from 2 days. A streak counts working
days, Monday to Friday, with at least one scored practice call. Any score counts. Weekends don't
count and don't break it, and not having practiced yet today doesn't break it either.

## Other cards you may see

| Card | When it shows |
| - | - |
| Training plan chip in the header | You have an open training plan. It shows the one due soonest, such as "2 of 5 passed · due Fri", and **+2 more** when you have others. |
| Certificate | Your coach added a certificate to one of your training plans. It shows your progress, such as "6 of 10 real calls · average 72". See [Certificates](https://docs.salesfinity.ai/coaching/training-plans.md#certificates). |
| Team challenge | Your coach runs a weekly team challenge. **Start** shows on the challenge day. |
| **Your last focus worked** | After 10 or more days of plans on one skill with at least 3 practice calls, when your real-call score on that skill rose by 3 points or more. |

## Good to know

> **When does my plan change?**
>
> Once a day. Coaching builds it the first time you open Coaching that day, so nothing is
> waiting for you overnight. "Today" follows your computer's time zone.

> **What is the number next to Coaching in my sidebar?**
>
> For reps, it's how many steps of your training plans are still open. For owners and admins,
> it's how many of Ari's suggestions are waiting on the **Team** tab.

> **The clip says “a teammate” instead of a name. Why?**
>
> Your coach turned on **Hide names** for the Best calls playlist the clip comes from.

> **I'm the only rep on my team. What do I see?**
>
> Your own numbers and practice calls. There is no teammate clip and no top rep to compare
> with.

> **Can my manager see this page?**
>
> Yes. Owners and admins can open any rep's **My coaching** from the **Team** tab. It opens read
> only, with a line that says whose coaching they're viewing. Your practice attempts stay private
> unless you submit one.

> **What is the warm-up in the Dialer?**
>
> A practice call of up to 3 minutes that the Dialer offers before you start a session, at most
> once a day. See [Warm up before you dial](https://docs.salesfinity.ai/coaching/practice-calls.md#warm-up-before-you-dial).

## Next steps

> **[Practice calls and feedback](https://docs.salesfinity.ai/coaching/practice-calls.md)**
>
> What happens on a practice call, and how to read the feedback.

> **[Learn from your best reps](https://docs.salesfinity.ai/coaching/leaderboard.md)**
>
> See who does each skill best on real calls, and hear how they do it.


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