Features

SMVue is the command center for sales managers. These features help you run your team day to day: prep your 1:1s, flag the deals that are slipping, and see which reps need attention before it shows up in the number.

Core Features

Dashboard

Start your day knowing where to point your attention. See which reps need coaching first, what changed in your pipeline overnight, and a short daily brief written from your own data. Read more →

Sales Coach

Ask questions about your team, your deals, and your pipeline, and get an answer drawn from your real data. Sales Coach helps you decide what to do next and prep for the conversation. Read more →

Meeting Prep

Walk into every 1:1 ready. Sales Coach builds a game plan, agenda, and talking points tailored to each rep so you spend the meeting coaching, not catching up. Read more →

Notebooks

Organize coaching notes, meeting summaries, and insights in structured notebooks with sections, tags, and search. Read more →

Action Items

Create, assign, and track follow-ups for your team members. Never let important tasks fall through the cracks. Read more →

Deals

Spot the deals that are slipping, see why, and get recommended next steps for moving them forward. Read more →

How Features Work Together

SMVue's features are designed to work together as a coaching system:

1. Dashboard shows you which reps need attention
2. Sales Coach helps you understand why and what to do
3. Meeting Prep generates a game plan for your 1:1
4. Notebooks store your coaching notes and insights
5. Action Items ensure follow-through on commitments

This integrated approach helps you coach more effectively without juggling multiple tools.

Getting Started

New to SMVue? Start with these features:

1. Dashboard — See where your team stands today
2. Meeting Prep — Prepare for your next 1:1
3. Sales Coach — Ask questions about your team

As you get comfortable, explore Notebooks and Action Items to deepen your coaching practice.