Resource

Spreadsheet

Data Driven
Coaching Template

Use this spreadsheet to compare a rep’s metrics against the team average and top performer so coaching priorities are based on evidence.

Part of Calculated Growth SystemStep 6, Lesson 1: Individual Goal Setting

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Data Driven Coaching Template

A coaching spreadsheet for benchmarking a rep against team average and top-performer performance across the full set of key metrics.

Three Benchmarks

Compare the rep being coached against both team average and the top performer in the same view.

Full-Picture Analysis

Look across the whole table of metrics instead of overreacting to a single number.

Coaching Focus

Spot where a rep is overperforming or underperforming so feedback is more targeted.

Repeatable Reviews

Give managers a consistent structure for coaching conversations and progress tracking.

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What This Helps You Do

Coach reps with better context and benchmarks

More Accurate Diagnosis

Use multiple comparisons to understand where the real performance gap exists.

Better Coaching Decisions

Focus on the areas that will actually move the rep forward instead of guessing.

Clearer Progress Tracking

Measure whether coaching is working by returning to the same benchmark structure over time.

FAQ

Before you open the resource

What is the Data Driven Coaching Template used for?

It is used to compare a rep’s performance against the team average and the top performer so managers can identify where the rep needs the most coaching support.

Why compare against both team average and top performer?

Because using only one benchmark can hide the real story. Comparing against both gives more context about what is normal and what excellent performance looks like.

Why not coach from a single metric alone?

Because a single number rarely explains the full performance picture. Looking across the full set of metrics helps managers diagnose the true problem more accurately.