In some conversations the coaching analysis doesn't apply: internal meetings, administrative calls, team planning sessions or any conversation that can't be evaluated under the playbook metrics. You can clear the content of the Learning tab so that conversation doesn't skew performance metrics.
Important: only the Leader can delete a Learning evaluation, and it's deleted per executive.
How to clear
Open the conversation detail view.
Click the Learning tab.
On the executive's performance card, open the ⋮ menu and choose "Delete".
Confirm the action in the modal.
That executive's overall score and coaching metrics for that conversation are left empty. If more than one executive was evaluated, repeat the process on each one's card. The action doesn't affect the rest of the analysis: playbook fields, commitments, transcript and video are preserved intact.
When it makes sense to clear
Internal team meetings where the executive wasn't in an evaluable role (planning, retrospective, all hands).
Short administrative calls that don't represent a real sales, support or recruiting conversation.
Conversations where the assigned playbook was wrong and the coaching analysis makes no sense with the metrics shown.
Internal training demos or role-plays that aren't real interactions with counterparts.
When NOT to clear
Clearing the Learning tab of a conversation that was actually evaluable skews the executive's performance metrics upward, because it removes negative or mixed observations. Use it only when the conversation genuinely wasn't evaluable, not to "clean up" a low score.