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Coaching goal tracking software

By Martijn Mauritz · Last updated 2026-07-15

What is coaching goal tracking software?

Coaching goal tracking software records the goals of an engagement against the client and the program they belong to, with a coach-assessed rating and the coachee’s own self-rating, and keeps every dated update, so progress shows as a trend over months rather than a note you have to hunt for.

Goals give a coaching engagement its direction, but goals scribbled in notes are impossible to follow across months. Exantur tracks goals against the client and the program they belong to, with both a coach-assessed rating and the coachee’s own experience of progress.

It is part of Exantur, coaching practice management software built for the practice of professional coaching, not adapted from a generic project management tool.

The problem with goals in most coaching setups is not that they are set badly; it is that they are set once and then lost. They live in the intake document, or in the notes from session two, and by session eight nobody can say cleanly whether the needle has actually moved. Exantur is built so a goal is a living record with a rating and a dated history, which turns the mid-engagement review from a memory exercise into reading a chart.

What is coaching goal tracking software?

Coaching goal tracking software records the goals of an engagement against the client and the program they belong to, with a coach-assessed rating and the coachee’s own self-rating, and keeps every dated update, so progress shows as a trend over months rather than a note you have to hunt for.

Goals tied to the relationship

Each goal has a description, an optional target date, a coach-assessed progress rating, and optionally a coachee self-rating, capturing both the professional assessment and the client’s own sense of progress.

Keeping the two ratings separate is deliberate. A coach may see steady progress on a goal the client still feels stuck on, or the reverse, and that gap is often the most useful thing in the room. When both numbers sit side by side on the same goal, the difference becomes a conversation rather than an assumption, and the coachee sees that their own read of the work is taken seriously.

A history, not a snapshot

Goals are updated as the work develops. How a goal was first stated, how the coachee’s relationship with it changed, and the eventual outcome all form part of the coaching history and a source of insight.

That trail is also what makes the end of an engagement meaningful. Instead of a vague sense that things improved, you can show a client exactly how a goal read at the start, how it was reframed halfway through, and where it landed. For coaches who report to a sponsor, the same history is evidence the work was directional rather than a series of pleasant conversations.

Progress you can see over time

Because every rating is dated, progress is not just a current number, it is a trend. Time-series charts show how a goal has moved across the weeks and months of an engagement, and a repeated Wheel of Life can be compared side by side against an earlier one, so a client sees exactly which areas have shifted. Momentum becomes something you can point to, not a feeling you try to recall.

Goals connected to the rest of the work

A goal is only as good as the action behind it. Because goals sit in the same record as accountability items and check-ins, the commitment a client makes between sessions and the reflection they submit both attach to the goal they serve. You can see not just that a goal moved, but why, which habit stuck, which obstacle appeared, so a review conversation is grounded in evidence rather than impressions.

Goals that fit different coaching styles

Not every coach works to rigid targets, and the goal record does not force one style. A target date is optional, a goal can be a directional theme rather than a fixed outcome, and the rating scale can carry whatever meaning you and the client agree on. The structure gives you a place to record and revisit intent without dictating how prescriptive that intent has to be.

The same goals also underpin the DISC-style profile and Wheel of Life assessments: a goal can grow directly out of a low Wheel of Life area, and a repeat assessment later shows movement against it, so the assessment and the goal reinforce each other instead of sitting in separate corners of the client record.

Frequently asked questions

What is coaching goal tracking software?
Coaching goal tracking software records the goals of a coaching engagement against the client and the program they belong to, tracks progress with coach and coachee ratings over time, and keeps the full history so you can see momentum rather than a single snapshot.
Can clients rate their own progress?
Yes. Goals support both a coach-assessed rating and an optional coachee self-rating, so you see both perspectives.
Can I see progress over time?
Yes. Ratings are dated, so progress appears as a time-series chart across the engagement, and a repeated Wheel of Life can be compared against an earlier one to show which areas have shifted.
Do goals connect to accountability and check-ins?
Yes. Goals sit in the same record as accountability items and check-ins, so the commitment a client makes and the reflection they submit attach to the goal they serve. You can see not just that a goal moved but which habit or obstacle moved it.
Do I have to set a target date for every goal?
No. A target date is optional. A goal can be a directional theme rather than a fixed outcome, so the record fits coaches who work to firm targets and those who do not.

Track coaching goals that actually move

See goal tracking in a live demo of Exantur.