Hey Everyone!

We are excited to share some big updates to the Coach section of Change Machine. There are updates to some areas you are familiar with and brand new interactive worksheets to use with your customers.  For those of you with Coach access, please watch the training videos to familiarize yourself with the updates.

General Release Update

  • Active Meeting: All worksheets are tied to a specific meeting. You can now select which meeting you would like to activate and work on even in between meetings or if you have multiple meetings with a customer to catch up on.
  • Auto-saving: When you input new data in the worksheets, the amounts are automatically saved.  No worries about losing work.
  • New Coach Design: You'll notice that the design of Coach has been opened up with much more whitespace and a cleaner feel.
  • You'll benefit from general performance enhancements throughout the site as CM responds faster.

General Release Update

Activate a Meeting example.

New Baseline Zero Button

  • The new baseline button, which can be found in the Assets and Banking worksheets, allows you to zero out all of the fields at once.
  • It will also allow coaches and managers, to distinguish between someone who has, for example, no banking fees (zeroes in all of the fields) vs. someone who just has not been asked about banking fees. 

Baseline Zero Button

Goals Worksheet

  • You can now keep track of goal progress by meeting.
  • Goal Outcomes are achieved when the amount saved meets or exceeds the amount required for the goal.
  • Savings goal amounts are automatically linked to the Expenses worksheet for inclusion in spending planning.

Goals Worksheet

New Assets Balances Worksheet

  • Tracking asset balances is no longer on the meetings tab. There is now a dedicated Assets tab in Coach to keep track of individual balances types and track progress over time.
  • You can monitor the amount of savings your customers have in different accounts over time. Asset balances will be automatically carried over from the previous meeting so that you only need to update what has changed.
  • You can also show if your customer is saving consistently by showing how many deposits he/she has made.  The Assets outcome is achieved when more than 2 deposits are made in between meetings.

Assets Balances Worksheet

Assets Income Worksheet

  • New to this release is an interactive Income Worksheet. It is located in the Assets tab of Coach.
  • Keep track of different income types or benefits and multiply the amount using the period field (weekly/monthly/annually) to calculate the annual total.
  • A history of each field from previous meetings displayed in the detail view. Income data will be automatically carried over from the previous meeting so that you only need to update what has changed. 

Assets Income Worksheet

New Assets Expenses Worksheet

  • New to this release is an interactive Expenses Worksheet. It is located in the Assets tab of Coach.
  • The dynamic worksheet lets you expand different categories of expenses to a get a complete picture of monthly spending.
  • Any savings needed from a goal are automatically carried over from the goal tab.
  • Expenses are easily tracked over time since a history of each field from previous meetings displayed in the detail view.
  • Entered amounts are automatically summed by expense category and also displayed alongside the Monthly and Annual income at the bottom of the screen dynamically showing a monthly surplus or deficits as income or expense amounts change.

Assets Expenses Worksheet

Thanks!

Thanks to everyone for all of your feedback so far. Let us know how you like the new release in the Change Machine Community group or if you run into any issues in the Change Machine Tech Support group.

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