# Manage your coaching profile

URL: https://engiprose.com/help/scores-and-coaching/coaching-profile
Updated: 2026-09-26
Audience: admin

Review proposed coaching updates, tune your scoring rubric, understand score accuracy, and see what EngiProse has learned about your firm.

The **Coaching Profile** settings show how EngiProse is adapting scoring and
coaching to your firm. An Admin or Organization Admin can review proposed
updates, choose the language and weight of each scoring category, check how
scores compare with real decisions, and read the history of rubric changes.

Open **Settings** and select **Coaching Profile**.

:::figure src="/help-figures/scores-and-coaching/coaching-profile-1.png" srcDark="/help-figures/scores-and-coaching/coaching-profile-1-dark.png" alt="Acme Engineering's Coaching Profile with three pending updates, four equally weighted rubric categories, and an 8-of-10 score accuracy result" caption="Pending coaching updates, rubric settings, and score accuracy in one view" route="/admin/settings/coaching"
:::

:::checklist title="What you can manage"
- Review and apply pending coaching updates
- Rename scoring categories and edit their weights
- Check score accuracy and investigate misses
- See the firm context available to the coach
- Review the rubric changelog
:::

## Review pending coaching updates

**Pending coaching updates** appears when EngiProse has suggestions based on
your firm's approvals, returns, and recorded outcomes. Each suggestion explains
the proposed change and the evidence behind it.

Use the controls on each suggestion:

- **Confirm** stages the update for application.
- **Dismiss** stages a dismissal and lets you add an optional reason that can
  improve future suggestions.
- **Undo** or **Re-open** changes your staged decision before saving.

Nothing changes while you work through the list. Select **Save and apply** to
apply all staged decisions together. Confirmed changes become one new rubric
version, and open proposals re-score once. Select **Apply all** to confirm and
apply every remaining suggestion in one action.

:::warning
Apply all includes suggestions you have not reviewed individually. Read the
list first when a change could alter how sections are scored.
:::

## Rename scoring categories

**Your rubric** lists the four scoring categories, their descriptions, current
weights, and any coaching evidence already in use.

Select the edit action beside a category to change its **Category name** and
**One-line description**. You can choose a suggested name or type your own.
Each category needs a distinct name. Select **Reset to default** to refill the
default name and description, then select **Save** to apply them.

Renaming a category changes the words your team sees throughout scoring. It
does not change any score.

## Change how much each category counts

Select **Edit weights** to replace the displayed percentages with editable
fields. Enter whole-number weights that total 100%, then select **Save**.

Changing weights affects the score calculation, so existing proposal sections
re-score under the new balance. It does not rename the categories or discard
the evidence shown beneath them.

:::note
Only one rubric editor can be open at a time. Opening a category-name editor
closes the weight editor, and opening the weight editor closes any category
editor. Save before switching if you want to keep those changes.
:::

## Read score accuracy

**Score accuracy** compares the score available at the decision point with what
happened afterward. When in-system review is enabled, it reports agreement
with approver decisions. Otherwise, it uses proposals recorded as won or lost.
Score accuracy updates once a day, so a decision or outcome recorded today can
take up to a day to count.

The card starts with a "Still learning" state while evidence accumulates. As
more proposals reach a decision, it can show the number of agreements, a trend
against the previous quarter, and the decisions where the score did not align.
Expand the misses list to investigate those examples.

A decision made from an out-of-date score is left out of the accuracy result
and is identified as excluded. This keeps the comparison focused on the score
people actually had when deciding.

See [How scoring works](/help/scores-and-coaching/how-scoring-works) for the
section scores and coaching shown while writing a proposal.

## See what the coach knows

**What the coach knows** summarizes the firm context EngiProse can derive from
your customer records and imported RFPs, including the industries that appear
most often. The source counts appear with the summary when there is enough
context to make one.

There is nothing to fill in here. If it still says EngiProse is learning, keep
customer industries current and continue creating proposals from RFPs.

## Review rubric history

**Rubric changelog** lists every change to how your team is coached, newest
first. It records new rubric versions, weight changes, and category-language
changes. Language-only rows state that scores were not affected.

The five latest changes are shown first. Expand the list to see the complete
history, then collapse it when you are finished.

::::faq title="Common questions"
:::q question="Do confirmed suggestions take effect immediately?"
Not until you select Save and apply. Confirm, dismiss, undo, and re-open are
staged choices, so you can review the batch before anything changes.
:::
:::q question="Why can't I save new rubric weights?"
Use whole numbers and make sure all four weights add up to exactly 100%.
:::
:::q question="Why does Score accuracy still say Still learning?"
The organization does not yet have enough completed review cycles or decided
outcomes for a firm verdict. The card becomes more conclusive as evidence
accumulates.
:::
:::q question="Why didn't Score accuracy change after I recorded an outcome?"
It updates once a day. Check again tomorrow.
:::
::::
