Executive Seat

The Executive Seat is designed for VPs, CROs, and executives who need team-wide visibility and analytics without daily coaching responsibilities. Executive seats are free, read-only, and unlimited — only the Manager seat is paid.

What You Get

Executive Analytics

• Daily Executive Brief — Automatically written summary of team performance
• Team Attention Matrix — Reps with attention scores across managers
• Manager Performance — Average scores and metrics by manager
• Coaching Impact Report — Correlation between coaching frequency and rep performance
• Rep Benchmarking — Per-rep scorecards with team distribution analysis
• Pipeline Flow Analysis — Deal stage progression and conversion rates
• Forecast views — Historical forecast vs actual and pipeline weighted by stage probability (directional, not board-grade)

Team Oversight

• Read-only access to team and coaching data across managers
• Cross-team analytics and comparisons
• Manager performance comparison

Note: Executive cross-team rollup and hierarchy filtering are still maturing and have known gaps — treat the exec-wide view as not fully reliable yet.

Read-Only Access

• View notebooks (cannot create or edit)
• See meetings and action items (cannot create)
• Access deal data and pipeline

What You Don't Get

Executive Seats are read-only oversight, not coaching tools:

❌ No Sales Coach ❌ No Meeting Prep (1:1 game plans) ❌ Cannot create notes, action items, or meetings ❌ Cannot manage team members or integrations

Why: Executive Seats are for oversight and strategy, not day-to-day coaching.

Who Should Have Executive Seats

Executive Seats are for:

• VPs of Sales who oversee multiple managers
• CROs who need org-wide visibility
• Sales Ops leaders who track team performance
• Executives who need data but don't coach directly

Executive Seat Capabilities

Can Do

✅ View team members across managers (read-only) ✅ Access Executive Analytics (coaching impact, benchmarking, etc.) ✅ Read notebooks and meeting notes ✅ See action items and deal data ✅ Export reports and data ✅ View manager performance comparisons

Cannot Do

❌ Ask Sales Coach questions ❌ Generate Meeting Prep ❌ Create notes, action items, or meetings ❌ Manage team settings or integrations ❌ Assign or edit team members ❌ Access billing or organization settings

Executive Analytics Deep Dive

Coaching Impact Report

What it shows:

• Coaching frequency vs rep performance correlation
• Manager ROI analysis (which managers' coaching drives best results)
• Effectiveness by coaching dimension (pipeline, skills, relationships)

Use Cases:

• Understand if coaching is driving outcomes
• Identify which managers need coaching on coaching
• Justify coaching investment to board/CEO

Rep Benchmarking

What it shows:

• Per-rep scorecards (pipeline, quota, win rate)
• Team distribution analysis (who's top/middle/bottom)
• Manager comparison (how do teams compare)

Use Cases:

• Identify top performers for promotion/recognition
• Spot struggling reps for intervention
• Compare manager effectiveness

Pipeline Flow Analysis

What it shows:

• Deal stage progression over time
• Conversion rates between stages
• Time in each stage (velocity)

Use Cases:

• Identify bottlenecks in sales process
• Optimize stage definitions
• Coach managers on accelerating deals

Forecast Views

What it shows:

• Historical forecast vs actual (by period)
• Forecast trends over time
• Manager-level forecast comparisons

Use Cases:

• Improve forecast discipline
• Spot sandbaggers or over-optimists
• Inform forecast conversations

Note: Forecast figures are directional and still being hardened for correctness — treat them as a read on the trend, not board-grade numbers.

Executive Seat Pricing

Executive seats are free, read-only, and unlimited on every plan (Solo and Team). The Manager seat is the only paid seat — there's nothing to purchase to add executives.

Assigning Executive Seats

Only Owners can assign Executive seats:

1. Go to Settings > Team
2. Find the user
3. Click Change Seat Type → Executive Seat
4. Confirm

There's no billing impact — Executive seats are free.

Partner Access (Special Case)

Partner access is not an Executive seat. It's a separate, revocable grant that lets an external partner (such as a sales advisor or consultant) see a client's organization. It is managed from Settings > Partners.

• By default, a partner gets a read-only view of the whole client org — without holding a paid manager seat.
• An org owner can narrow the partner's access to specific team members.
• If you want a partner to do hands-on work, an owner can optionally assign an available paid manager seat to the linked partner; that seat can also be removed later while keeping the default read-only partner view.
• Partner access is revocable at any time, and client-org reads by a partner are logged.

Partner access is granted during client onboarding or from Settings > Partners by an org owner.

Related Documentation

• Manager Seat — For managers who coach reps
• Rep Seat — For sales reps being coached
• Billing — Plans, seats, and add-ons

Need Help?

Questions about Executive seats? Contact support@smvue.com