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How to use Metrics in CoachNexa

Track any measurable client data — weight, steps, sleep, mood, revenue — with charts that update as clients log readings.

⏱ About 5 min · Updated 25 Sep 2026

Here is how Metrics works in CoachNexa, step by step.

  1. Open Metrics

    Click Metrics in the sidebar. Use the "Search clients by name…" box to pick the client whose metrics you want to manage.

  2. Add a metric

    Click + Add Metric. Enter a name (e.g. "Body weight", "Steps", "Sleep hours"), a unit (kg, steps, hrs) and an optional target value, then save.

  3. Log an entry yourself

    Click + Entry on any metric to record a reading (e.g. 72). Each entry is timestamped and plotted on the metric's chart automatically.

  4. Let clients log their own readings

    Metrics appear in the client's portal so they can log readings between sessions. Their entries flow straight into your charts — no manual data entry for you.

  5. Read the trend chart

    Each metric shows a line chart over time with the target line overlaid. Use it in sessions to celebrate progress or spot plateaus at a glance.

  6. Attach a report to a reading

    Clients can attach a file (lab report, photo) to a reading. You'll see a notification and can open the attachment from the entry.

  7. Review across the roster

    New client-logged readings raise a badge on the Metrics sidebar item, so you always know when someone has updated their numbers.

  8. What your client sees — Client sees their metrics in the portal

    Assigned metrics appear on the client's Metrics page with their current value, target and trend chart.

  9. What your client sees — Client logs readings between sessions

    The client taps + Log to record a new reading (and optionally attach a report). Their chart and your dashboard update in real time.

  10. What your client sees — Coach is notified of new readings

    Each client-logged reading raises a badge on your Metrics nav item, so you can review their numbers before the next session.

Tip: Set a target on every metric — the chart draws a goal line so progress is instantly readable. Tip: Pick metrics that matter to the client's goal: weight for fat-loss, mood score for wellbeing, MRR for business clients. Heads-up: Deleting a metric removes all its logged history. Keep it (even if unused) if you may want the data later.

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