Rep Seat
Personal dashboard and performance view for sales reps.
The Rep Seat gives sales reps visibility into their own performance, action items, and meetings — completely free and unlimited.
What You Get
Personal Dashboard
- Your open action items
- Upcoming 1:1 meetings with your manager
- Personal quota and pipeline summary
- Personal performance metrics (win rate, quota attainment)
Your Data Only
- Your deals and pipeline
- Your meetings with manager
- Your action items
- Your skills assessments
Meeting History
- Past 1:1 notes (read-only)
- Meeting summaries
- Action items from meetings
- Skill development discussions
What You Don't Get
Rep Seats are read-only for your own data:
❌ No Sales Coach ❌ No Meeting Prep ❌ Cannot create action items or meetings ❌ Cannot see other reps' data ❌ Cannot access team analytics ❌ Cannot manage integrations or settings
Why: Rep Seats are for visibility and accountability, not coaching.
Who Should Have Rep Seats
Rep Seats are for:
- Sales reps (AEs, SDRs, CSMs)
- Anyone being coached by a manager with SMVue
- Team members who need to see their own performance
Rep Seat Capabilities
Can Do
✅ View your own deals and pipeline ✅ See your action items and mark them complete ✅ View your meeting history and notes ✅ See your quota progress and performance metrics ✅ Respond to deal update requests from manager ✅ View skills assessments assigned to you
Cannot Do
❌ View other reps' data ❌ Create action items or meetings ❌ Access Sales Coach or Meeting Prep ❌ Edit notes or notebooks ❌ Manage team or organization settings ❌ Access any manager or executive features
Rep Dashboard Features
Action Items
What you see:
- Open action items assigned to you
- Overdue items (highlighted)
- Recently completed items
What you can do:
- Mark items complete
- View item details
- See linked deals or meetings
Upcoming Meetings
What you see:
- Scheduled 1:1s with your manager
- Meeting type and date/time
- Join link (if calendar connected)
What you can do:
- View meeting details
- Join meeting from calendar link
- See past meeting notes (read-only)
Performance Summary
What you see:
- Personal quota and progress
- Open pipeline value and deal count
- Win rate and average deal size
- Activity levels (meetings, calls, emails)
What you can do:
- Track your own performance
- See how you're trending
- Identify areas to improve
Skills Development
What you see:
- Skills assessments assigned to you
- Skill ratings from manager
- Coaching focus areas
- Progress over time
What you can do:
- View skills ratings
- See manager's coaching recommendations
- Track improvement over time
Deal Update Requests
When your manager requests a deal update:
- Notification — You receive email and in-app notification
- Open Request — Click notification to see request
- Provide Update — Fill in structured form:
- Current stage and close date
- Next steps and timeline
- Any concerns or blockers
- Submit — Manager receives your update
Why This Matters:
- Keeps manager informed without constant check-ins
- Shows you own your pipeline
- Demonstrates proactive communication
Rep Seat Limitations
Cannot Access:
- Team-wide data or analytics
- Other reps' pipelines or performance
- Manager coaching tools (Sales Coach, Meeting Prep)
- Notebooks (except read-only view of your own)
- Organization or team settings
Cannot Create:
- Action items
- Meetings
- Notes or pages
- Skill assessments
Read-Only Access:
- Meeting notes from 1:1s
- Notebooks (your team member notebook only)
- Skill assessments
Inviting Reps
Managers or Owners can invite reps:
- Go to Settings > Team
- Click Invite Member
- Enter rep's email
- Select Rep Seat
- Choose which manager they report to
- Send invitation
Rep receives:
- Email invitation
- Link to create account
- Access to their personal dashboard
Rep Seat Pricing
Always Free:
- No limit on number of Rep seats
- Included with all SMVue plans (Solo and Team)
- No additional cost
Why Free:
- Encourages adoption across entire team
- Reps benefit from visibility into their own data
- Accountability drives better performance
Privacy & Transparency
What Reps Can See
Reps see their own data only:
- Their deals and pipeline
- Their meetings and action items
- Their performance metrics
- Their skills assessments
What Reps Cannot See
Reps cannot see:
- Other reps' data
- Manager coaching notes (unless shared)
- Team-wide analytics
- Confidential manager insights
Philosophy: Transparency builds trust. Reps should see how they're evaluated.
Best Practices for Reps
Check Dashboard Daily
- Review open action items
- Mark completed items
- Prepare for upcoming 1:1s
Respond to Update Requests Promptly
- Manager needs your input to coach effectively
- Shows ownership of your pipeline
- Prevents surprises in 1:1s
Review Meeting Notes
- See what was discussed last time
- Track your own progress
- Hold yourself accountable to commitments
Track Your Skills Development
- See which skills manager wants you to focus on
- Review coaching recommendations
- Take ownership of your growth
Upgrading from Rep to Manager Seat
If a rep becomes a manager:
- Owner changes their seat type to Manager
- They gain full coaching access
- Can now coach other reps
- Requires available Manager seat (may need to purchase)
Data Preserved:
- All historical data retained
- Meeting notes and action items remain
- Now can see team they manage
Related Documentation
- Manager Seat — For managers who coach reps
- Executive Seat — For executives
- Team Management — Managing team members
Need Help?
Questions about Rep seats? Contact support@smvue.com