WHY Institute Dashboard Live Demo Video

Welcome to the Y Institute Dashboard that you get access to once that you are certified as a Y Institute coach. From this dashboard, you can see all of the data from all of your coaching clients in one central location. When you first log in, this is your home page. You can see the total number of everyone who has ever taken the Y with you right here and everyone for the last 30 days right here. If you scroll down, you can see the distribution of all of the nine Y's across everyone who has ever taken it with you. And if you want to drill in, you can actually click on any of these and it will automatically update up here. So you can see that 192 people total have that Y and in the last 30 days this person had that Y. You can do that from any of these. It will automatically update all of these charts. Now also on the homepage, if you scroll down, you can have all of these links that take you to the detailed homepage that tells you all about that why. So in some cases a client may email you and they'll say, okay, so I had this why? But I don't remember all of the details. So you can actually log into your dashboard and right from there on the homepage you can click on the link and you can send it to them. And from there all they have to do is go in and they can read all about their why. There's all the information right here, including a video and all of the characteristics, challenges, solutions and more.

Back to the dashboard. Let's go see all the other ways that you can drill down into your client's dashboard data. So if you have clients taking the Y app, go to the Y page and right from here at the top you have a pie chart showing you the distribution again of all of the people who have taken the Y app with you.

Now if you want, you can even update. This is, this is a table of all of your clients ever who have taken the Y app with you. And you can get really specific. You could drill down by searching for specific names, emails, companies, the position that the company is, their whys, and even run a report from a specific date range, like the last three months, the last month, whatever you want. So let's say that you only want to see people from akt. Go ahead and click that and you can see, okay, these are the three people from akt. From here you can go ahead and actually download a CSV as a report and you can do that whenever you run any kind of filters at all.

Also note that let's say you want to see everyone who is an owner or CEO. Okay, so everyone here, not only can you download the CSV, but if you scroll up, that distribution pie chart updates as well. So you're able to see this distribution and it's just a very nice graphic way to see exactly everything that's going on with all the owners or CEOs who have taken the YAPP with you.

Now, if you have more than one code, for example.

Once you come on board as a coach, you get added to our Give20 Get20 program. This is an affiliate program that lets you share the Y app or the YHOW course with anyone you want to. And when you give them that coupon code of your name that ends with VIP, they get 20% off. And as a special thank you, you also get 20% back.

So not only do they get something, you're also able to not just make money, but even see possible leads. Perhaps someone took the the affiliate link to the Y app and now you could follow up and say, hey, do you want additional coaching? Do you want to learn not just about your why, but your how and your what? Do you want to hop in a car or come to an event? So not only is it a great way to give and get back, you can also use it as a lead generation machine. And you could filter all of your reports by simply clicking only and everything on here. The pie chart and the table will update to just show those people.

And if you have clients who are taking the why, how, what if it's through the online course? Or maybe they're sitting next to you and you want to add it for them right there while they're sitting next to you. You can do that using this custom form. Just add their name, email, and go ahead and select their why, how and what as you coach them through the discovery process in person. Once you do that, they're added down to this table. All of your charts update. Everything here automatically updates once you do that. Now, the beautiful value of having people take the why, how and what is that you can drill down super specifically. Let's say that you're looking for all of the people who have this really specific mix of a certain why, how and what. And you only want to see people with clarify, trust and make sense. Scroll down and this will just show you those people. And as usual, you can download a report if you wish.

Simply click on any of the filters that you selected and it will reset all of the charts and graphs again. You can also filter by any codes that you have.

And from the why, how web page, you're able to super drill down into all of the data of anyone who has the why, how and what.

Lastly, from your dashboard we've included a page of links. These are all links so you have everything in one place. For example, when you're ready to log into your dashboard for the Give20 Get20 program, you'll be able to click here and it will take you to see all of the earnings that you've made through sharing your VIP code. You get 20% back. You can see the all time money that you've made. You have all of this information right here simply by clicking on the link here on your dashboard.

Down here, this is the same link you saw before where you can manually add somebody's why, how or what or update it in case it's changed. Because sometimes maybe their how has changed from the last six months. You can go ahead and change that in here and it will again automatically update their record inside of your dashboard. So we give you that link here as well.

Now sometimes you might be hosting a big event and you want your attendees to add their why, how and what's as you're coaching them through the process. And hey, maybe you even want to show on the screen your dashboard as it updates as they're bringing in their why, how and what and only show of course their responses, not all of your other clients responses, just theirs. So to do that, as long as you request this in two weeks in advance, all you have to do is go to your Quick Links page and click Request a custom Event code. From here you'll get a quick survey. It just gives us all the information that we need to set up everything so that your event can go smoothly. And you can have all of your attendees add their own why, how and what. And if you want, you can even show them live at the attend at the event what the results are. Last but not least, if you ever have any questions or need support, simply click here to email us and we will get back to you as soon as possible.

So again, welcome to your Y Institute dashboard. Let us know if you have any questions.