Once assessments are out the door, the platform keeps you posted in three places: the Dashboard, each client's profile, and the Assessments section.
Assessment statuses
Every assignment moves through three statuses:
Status | Meaning |
Assigned | The invitation email went out, but your client hasn't started yet. |
In progress | Your client has started the assessment. |
Completed | Your client finished — completion date is recorded. |
Heads up: progress updates depend on your client using the same email address you added them with when they create their Becoming You account. See What your client receives.
The Dashboard
Your home page rolls everything up:
Active clients — how many clients you're currently working with.
Assessments assigned — total assignments to date.
Avg completion rate — the share of assigned assessments your clients have completed.
Latest activities — a feed of client milestones ("Jordan started assessment — Values Bridge"), most recent first.
The Assessments section
Assessments in the sidebar shows the full assessment library. The card for each live assessment shows how many clients have been assigned it and how many have completed:
Click an assessment to drill into its detail page — per-assessment stats (completed count, average completion rate, average time to complete) and a Client assignments table listing every active client with that assessment and their assigned/completed dates. Click any row to jump to that client. (Archived clients don't appear here or in the stats — restore them to bring their numbers back.)
The client profile
For a single client, the Assessments tab on their profile lists everything they've been assigned with statuses and dates — see The client profile.
Downloading your client's results
When a client completes the Values Bridge, you get direct access to their results: open their profile, go to the Assessments tab, and click View in the Results column. This downloads their full results as a PDF report — their 16-value ranking, Authentic Life Score, tensions, and harmonies — ready to reference in your sessions together.
A couple of details:
Right after completion, the report may still be generating. If View is grayed out, hover it and you'll see "Results PDF is still being prepared. Check back shortly." — give it a moment and refresh.
Values Bridge only for now. Other assessments show "---" in the Results column; results download will come to more assessments as they launch on the platform.
Their results stay saved to their own Becoming You account too, so clients can also share their screen and walk through results live in session.