The Tracking overview

Open a client, pick Tracking, and Overview is where you land. It is the headline picture of one person: their latest numbers, their photos, the measurements grid from first reading to latest, and what you or they last wrote.

Everything on this panel obeys one window, and everything on it is arranged by you. This page covers what each part shows. For the rail beside it and the other nine panels, see The Tracking tab.

The window

Four chips beside the title: 30 d, 90 d, 6 mo and All. It opens on 90 d.

Beside them sits a second chip with two dates in it, and that one is not a control. It is the window you actually got: the first and last entry inside the range you picked. On a client who stopped checking in during June, picking 90 days and reading 2 Jun → 14 Jun tells you more than the 90 does.

Every figure below reads that window. A tile’s change, the photos, the measurements grid, the notes and the source counts are all “in this window” and nothing else.

The tile strip

The strip carries the measurements you chose in Configure. Out of the box that is Weight, Body fat, Lean mass, Muscle mass and BMI, and you can swap any of them for anything a check-in can carry: every girth including waist at the navel and above the knee, height, fat, lean and muscle mass in kilos or percent, 1RM and 10RM lifts, max pull-ups, and the sleep, energy, mood and adherence scores. The same list feeds the measurements grid’s Show all and the record’s Snapshot card.

Each tile shows the latest reading inside the window, its unit in your own system, the change across the window, and a small line of the readings behind it. A tile with no readings for this client draws a dash rather than disappearing, so the strip stays the same width on every client you open.

The last tile is Entries, and it is not a measurement. It counts how many entries fall inside the window and, underneath, how many of them carried photos.

Click a tile to open that metric

A tile is a button. Clicking one opens that measurement on its own: the full chart of its history, the start value, the latest and the total change, the highest and lowest readings with their dates, and the biggest swing: the gap between that highest and lowest reading and the dates it ran between. The total change is first against last and can read small over a window that went a long way down and came back; the biggest swing is what shows that. There is also a way to add a reading at a date without going through the whole entry form. The cells in the measurements grid open the same thing.

What the change beside a number means

The figure in the corner of a tile is the latest reading minus the first one inside the window. It appears only when there are at least two readings to compare, because a single reading has nothing to be a change from.

The colour is direction, and nothing else. A rise is drawn one way and a fall the other, and it is the same two colours for every measurement on the screen, whichever direction happens to be the one you were hoping for on that particular number. Waist down six centimetres is not coloured “good”, and lean mass up is not coloured “better”. You know what you think of it; the screen does not.

The cards, and which column they sit in

Under the strip the panel is two columns: a wide working column and a narrow one on the right. What goes in each is your choice, from Configure. The default is:

The side column needs a genuinely wide browser window and is not drawn on a laptop screen. A column you empty is not drawn either: strip the side column and the photos get the full width instead of sitting beside a gap.

Progress photos

Every photo set in the window, oldest first, each with the date it was taken under it. Not a before and an after: a coach reads twelve weeks of photos as a sequence, and the wide column has room for the run.

Click any photo to open the viewer, then step through every photo in the window without closing it. Add on the card header opens the same New entry form, which is where photos are attached.

Measurements

The grid is fifteen cells: the five body-composition figures, then waist, chest, hips, both arms, both thighs, left calf, and bench and squat 1RM. Each cell shows the first reading in the window, then the latest, with the change beside the label. One reading shows the reading alone.

Two chips at the top of the card decide what the grid lists:

• Recorded, the default, draws only the measurements this client actually has readings for.
• Show all draws every measurement Protocol can track, including the ones this client has never recorded, dimmed and reading as a dash.

Show all is the one to use when setting somebody up, because it is a checklist of what is still missing. Left on for a client with four measurements it buries those four among eleven dashes, which is why Recorded is the default. Flipping the chip is a look at this client and is not remembered; the setting that is remembered lives in Configure.

Compare, on the card header, does not compare anything here. It takes you to the Check-ins panel, where you tick two entries and read every difference at once. There is one comparison screen in Protocol and this is a shortcut to it.

Latest notes, and adding a note without the entry form

The card lists the three most recent entries in the window that carry a note, yours or the client’s, with the date and the form the entry came from.

+ Note is the important button on it. It opens a small dialog with a date, Your note, and What the client said, and it exists because the full entry form is thirty fields of measurements, while “she said her knee was sore on Tuesday” is not thirty fields of anything.

Two rules are worth knowing:

• A note joins the day’s check-in if there is one. Pick a date the client already checked in on and the note goes onto that entry, rather than creating a second, almost empty one beside it that would show up as an extra row in the log and an extra point in every count. The dialog says so before you save.
• An empty box changes nothing. Leaving Your note blank on a day that already has a coach note means “I did not write one”, never “delete what was there”.

What the client said is a separate box on purpose. It is their words on their entry, which is what you want after a phone call or a voice note, and keeping it apart from your own note keeps the record honest about who said what.

Data sources

The card counts the entries in the window by where they came from:

• Coach entry, the ones you logged.
• Scheduled check-in, answered against a check-in reminder.
• Client logged, sent from the app outside any schedule.
• Before source tracking, older entries recorded before Protocol stored a source.

A source with nothing in the window is not listed. There is nothing to configure here and no device in the list: watches, scales and phone apps are a different stream and live on Biometrics.

New entry

New entry, top right, opens the full progress-entry form: measurements by group, notes, and photos by pose, all against a date. It is the same form Check-ins and progress tracking describes, and it is how you record a measurement you took yourself rather than waiting for the client.

Beside it sit Configure and Tracking settings, which sound alike and are not. The Tracking tab keeps them apart in one sentence: Configure changes what you see, on every client; Tracking settings changes what this client is asked, and only them.

Your arrangement lives in this browser. Configure is remembered per browser rather than against your account, so a layout you set on your laptop is not the one you get on your phone. Arranging it again takes a moment, and nothing about the client’s data changes either way.

The units on this screen

Every measurement is stored in metric and shown in your unit system, never the client’s. If a client tells you 84.5 and the tile says 186.3, the tile is not wrong, you are reading pounds. See The Tracking tab for where to set it.