SMVue Documentation

Start your day knowing which reps need attention and what changed in your pipeline.

The SMVue Dashboard is where you start your day. It shows you which reps need coaching first, what's changed in your pipeline, and a short brief written from your own data to point your attention.

Dashboard Overview

The Dashboard is divided into several key sections, each designed to answer a specific question:

Daily Brief

Question: "What should I focus on today?"

The Daily Brief is a short, automatically written summary of where your team stands:

Which reps need attention
Key risks in your pipeline
Recent wins and losses to celebrate or learn from

How It Works:

Written from your team's recent data (deals, activity, stage movements)
Refreshes when significant changes occur in your pipeline
Prioritized so the most important items come first

What Makes a Good Brief:

Tells you what to do, not just what happened
Prioritized by urgency and impact
Written in plain language

Focus Queue

Question: "Which rep should I coach first?"

The Focus Queue ranks your team members by who needs attention most:

Attention Scoring: Each rep is scored across a few dimensions:

Performance — KPI actuals against targets
Coaching — 1:1 cadence and recency, action-item follow-through
Data Hygiene — how complete each rep keeps their deal records
Development — skill ratings and progress

How to Use It:

Review the top 3-5 reps in the queue
Click a rep to see their full profile
Review the recommended coaching focus
Schedule a 1:1 or create action items

Color Coding:

🔴 Red — Immediate attention needed (high risk)
🟡 Yellow — Watch closely (moderate concern)
🟢 Green — On track (standard cadence)

Up Next Meetings

Question: "What 1:1s do I have today?"

See your scheduled 1:1 meetings with quick prep links:

Meeting time and rep name
Meeting type (Weekly 1:1, Pipeline Review, etc.)
Prepare button to generate meeting prep
Join link (if calendar integration connected)

Best Practice:

Prepare at least 30 minutes before each 1:1
Review prep notes before the meeting starts
Update prep if major changes occur

Setup Progress

Question: "What do I still need to configure?"

Track your onboarding progress:

✅ CRM connected
✅ Calendar connected
✅ Organization configured
✅ Team members added
✅ Quotas set (optional)

Once all items are complete, this section disappears.

What Changed

Question: "What's new in my pipeline?"

Recent delta items showing changes in the last 24-48 hours:

New Deals — Deals created recently
Stage Changes — Deals that moved (forward or backward)
Won Deals — Closed-won opportunities to celebrate
Lost Deals — Closed-lost opportunities to learn from
Key Activities — Important meetings, emails, calls

Why It Matters:

Helps you spot trends before they become problems
Identifies coaching moments (why did that deal move backward?)
Keeps you informed without checking CRM constantly

Key Metrics Explained

Pipeline Health

Total Pipeline Value — Sum of all open deals
Number of Open Deals — Count of active opportunities
Stale Deals — Deals with no activity in 30+ days
At-Risk Deals — Deals flagged by a daily risk score built from conversation and activity signals

Quota Attainment

Target — Rep's quota for current period
Actual — Current closed-won revenue or deals
Forecast — Directional projection based on pipeline (a planning aid, not a board-grade number)
% to Goal — Progress toward quota

Win/Loss Tracking

Won Deals — Closed-won count and value
Lost Deals — Closed-lost count and value
Win Rate — Won / (Won + Lost) as percentage
Average Deal Size — Mean deal value

Activity Metrics

Meetings — Number of meetings logged
Calls — Number of calls logged
Emails — Number of emails logged
Activities per Deal — Average touches per opportunity

How the Daily Brief Works

The Daily Brief is written automatically from your team's data:

What It Considers:

Recent changes (deals, activities, stage movements)
Each rep's current state (pipeline, quota progress, win rate)
Your coaching history (what you've focused on before)

Staying Current:

The brief refreshes when significant changes occur in your pipeline
It reflects what's changed since the last time it was written

Best Practices

Start Your Day with the Dashboard

Read the Daily Brief first thing
Review the Focus Queue to prioritize
Check What Changed for recent activity
Prepare for today's 1:1s

Use the Dashboard to Drive Coaching

Schedule 1:1s with reps in the Focus Queue (red/yellow)
Ask Sales Coach for more detail on specific reps
Create action items to follow up on what you find
Celebrate wins in What Changed with the team

Don't Over-Optimize

Green reps still need coaching (just less frequently)
Not every change requires immediate action
Use Dashboard as a guide, not a script

Update Regularly

Dashboard refreshes automatically when you navigate
Manual refresh available if needed
CRM data syncs automatically via webhooks, plus scheduled and manual resync, so it's typically up to date within a few minutes