Active clients, weekly session load, revenue, and upcoming renewals in one live view — so you run your coaching practice like a business instead of guessing how the month is going. Clone the Coaching Practice Dashboard from Taskade Genesis and see your whole practice at a glance starting today.
The live app above is the real dashboard. Click "Use this app" to own a running copy in minutes: a working business metrics view backed by a relational data table, with an AI agent that summarizes the week and flags clients you haven't seen lately, and automations that remind you of renewals and schedule gaps.
The metrics layer most coaches never build
Most coaches track their clients in one place and their money in another — or nowhere. This dashboard unifies the operational picture: how many clients are active, how many sessions ran this week, how much revenue came in, how much is forecast from renewals, and who's gone quiet. All of it in one view, updated automatically.
Workspace DNA builds the practice OS:
- Memory — every client's session history, package details, payment record, and renewal date lives in a relational database. The Relationship field links the revenue and session records together — so when you log a session, it updates the capacity view and the revenue tracker simultaneously.
- Intelligence — an embedded AI agent with 34 built-in tools reads the week's session data, flags clients who haven't had a session in their expected cadence, calculates the monthly and annual revenue run rate, and drafts a weekly practice summary you can use for reflection or share with a business partner.
- Execution — built-in reliable automations remind you of upcoming renewals (configurable: 30 days out, 14 days out), flag schedule gaps before they become cash flow gaps, and prompt outreach to dormant clients before they quietly drift away.
The views that run a coaching business
- Table view — the client and revenue view: client name, package, sessions used/remaining, next session, payment status, renewal date
- Board view — capacity by week: sessions scheduled across the calendar with capacity limits visible
- Calendar view — all sessions, renewals, and follow-ups on one calendar
- List view — the weekly summary: what ran, what's scheduled, what needs attention
Keep financial details private with the 7-tier roles — share only what you need to share if you work with an operations partner.
Built for coaches, consultants, therapists, and solo practitioners
- 100+ bidirectional integrations: sync sessions from your scheduling tool, pull payments from Stripe, push revenue summaries to your accounting app — triggers pull events in from Calendly and payment processors, actions push data out to QuickBooks and Slack
- The Relationship field links clients to sessions, payments, and renewal records — so the dashboard reflects reality without manual data entry across multiple apps
- Clone-and-own: the dashboard and its agents belong to you — no per-client or per-session SaaS billing
- Community Gallery: browse 150,000+ cloneable apps including practice management systems you can adapt to your model
Common questions
How does the dashboard know which clients are "going quiet"?
You configure the agent's attention threshold — for example, "flag any active client who has had no session logged in the past 14 days." The agent scans the session table daily and surfaces the names. You can also flag expected session cadences per client and the agent checks against those.
Can I track group programs and 1:1 clients in the same dashboard?
Yes. Add a "Program Type" field to the Table and the dashboard shows both. Group programs show their enrollment count; 1:1 clients show their individual package status. The Relationship field keeps them linked to their respective session records.
How does this connect to my client CRM?
Pair with the Coaching Client CRM for the full client relationship view, the client portal for the client-facing experience, and the invoice tracker for payment management. Generate a custom coaching business dashboard from a prompt or browse examples in the Community Gallery.