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What Is the Client Compliance Tracker?

Track client progress across key metrics with a traffic light system using weekly, daily, or advanced data views.

Xenios Charalambous avatar
Written by Xenios Charalambous
Updated over 2 months ago

The Client Compliance Tracker is your command center for instantly spotting which clients are doing wellโ€ฆ and which ones need help.

It visually tracks progress using a traffic light system:

  • ๐ŸŸข Green = On Track

  • ๐ŸŸก Yellow = Needs Attention

  • ๐Ÿ”ด Red = Off Track

  • โšช Grey = No Data


โœ… Metrics We Track:

Each week (or day), we automatically assess your clients' data from Trainerize across the following key areas:

  • Weight

  • Nutrition

  • Workouts

  • Steps

  • Habits


๐Ÿ” Weekly vs. Daily View:

You can switch between:

  • Weekly view: For big-picture progress and weekly check-ins.

  • Daily view: For more detailed, day-by-day tracking.

This allows you to tailor your coaching style to how closely you want to monitor client activity.


๐Ÿ“Š Advanced Metrics (Optional):

If you want more detailed data at scale, you can enable Advanced Metrics, which shows:

  • Actual weight

  • Calories eaten vs. goal

  • Protein / Carbs / Fat eaten vs. goal

  • Steps

  • Calories burned

Perfect for nutrition-focused programs or detailed compliance analysis.


๐Ÿ“ Built-In Forms:

Want to track things like mood, energy, or sleep quality?
Our Forms feature lets you view answers directly within the tracker โ€” no more chasing spreadsheets or third-party tools.


๐Ÿ” Powerful Filtering:

You can slice the data however you want:

  • Filter by Trainer

  • Filter by Smart Views

  • Filter by Status (Active, Inactive, etc.)

  • Filter by Check-in Status


With just one glance, the Compliance Tracker shows you who needs help, whoโ€™s crushing it, and how to take action โ€” fast.

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