graph8 for Sales Manager

A field guide for Sales Manager. Live URLs, real surfaces. Screenshots captured from a showcase tenant with public-company data only.

The five things to use today

01. Pipeline at a glance — Kanban + List with $weighted per stage

Two views of the same pipeline: kanban for the morning stand-up, list with Owner column for the 1:1. Each stage column on the kanban shows $total and $weighted — that’s your forecast surrogate today.

Open it at

• app.graph8.com/deals/pipeline — list view by default, kanban via the view toggle
• 6 stage columns on the kanban: New Meeting · Discovery Held · Solution Fit · Proposal Sent · Verbal Commit · Closed Won

Fig 1.1 — Kanban view. Each column header carries $total / $weighted. Drag-and-drop to advance a stage. Cards show owner avatars. $weighted per stage = the closest thing to a commit-forecast graph8 ships today (see caveats for what’s missing).

Try this now

Try this now. Open /deals/pipeline, toggle to kanban, read the $weighted totals across all 6 columns. That’s your weighted pipeline number for the period. Compare against last week’s screenshot to spot stage-stalls (e.g. Proposal Sent didn’t grow = no closes inbound).

02. Coach the deal, not the rep — Deal Intelligence + Stage Readiness

Every deal auto-generates Strategy (Deal Risks · Next Steps · Close Plan) and Analysis (ROI · Competitive). Read it before the 1:1, ask the rep about the risks the system flagged.

Open it at

• Click any deal from /deals/pipeline → lands at /deals/{deal-id}
• Left rail: DEAL INTELLIGENCE (Strategy + Analysis stacks, “5/5 generated” badge)
• Top: Deal Progress bar + Stage Readiness gauge + Suggest next step button

Fig 2.1 — DEAL INTELLIGENCE sidebar. Auto-generated: Deal Risks · Next Steps · Close Plan (Strategy) + ROI Analysis · Competitive Analysis (Analysis). Use these as your 1:1 talking points — don’t ask the rep “how’s the deal going,” ask “what’s your plan to mitigate the deal risk graph8 flagged?”

Try this now

Try this now. Before each 1:1, open every deal that rep owns. Skim the DEAL INTELLIGENCE sidebar — pick the deal with the highest unaddressed Deal Risk. That’s your 1:1 agenda item. Beats “walk me through your top 3.”

03. The /reports center — 15+ sub-reports for QBR prep

graph8 ships a rich reports surface most people miss. Account Health Comparison, Cross-Account Drift, SDR Leaderboard, Talk Time Quality, Meeting Pipeline. This is where you build the board deck.

Open it at

• app.graph8.com/reports — left sidebar with 7 report categories

Categories + sub-reports visible today:

• Activity & Top-line
• Reply & Engagement
• Deliverability & Health
• Calling & SDR Performance: SDR Leaderboard
• SDR Grade Trends
• SDR Daily Heatmap
• Disposition Mix
• Talk Time Quality
• Pipeline & Inbound
• Sequences & Lists
• Cross-Account Drift: Account Health Comparison
• Idle / Stalled
• Meeting Pipeline

Fig 3.1 — /reports Account Health Comparison. Header KPIs (your workspaces, your reply rate) + Outbound volume per workspace bar chart. Use this for the “are my customers actually using graph8?” QBR slide.

Try this now

Try this now. Open /reports, click Calling & SDR Performance → SDR Leaderboard. That’s your weekly SDR ranking. Then Talk Time Quality for call coaching. Then Cross-Account Drift → Idle / Stalled for renewal-risk + deal-rescue prep.

04. Copilot as your pipeline-hygiene buddy

Natural-language pipeline queries the copilot actually answers well. Stalled deals, missing close dates, pipeline by stage, deals without next steps — all one prompt away.

Open it at

• Sparkle icon · top-right · any page → Copilot side panel

Live copilot exchange

Live exchange · 2026-05-20

“Show me deals stalled more than 14 days in their current stage.”

Deal	Stage	Amount	Close Date
stuff	Discovery Held	$5K	(past)
a sample deal	New Meeting	$1K	May 31
a sample deal Deal	New Meeting	TBD	—
test	discovery	TBD	—

…“test and a sample deal have no close dates set — these are pipeline hygiene issues. Want me to open the Deals view so you can inspect stage history directly?”

Fig 4.1 — The copilot doesn’t just list deals — it flags hygiene issues (missing close dates, overdue stage moves) and offers to drill in.

Try this now

Try this now. Try these manager queries: “deals over 30 days in current stage”, “deals without a next-step task”, “my team’s pipeline grouped by stage”, “which reps haven’t logged a call this week?”. Treat the copilot as the SDR-ops-analyst you don’t have.

05. Don’t forget renewals — the customers list with Owner

If your AEs own renewals (most do), the customers list is your bird’s-eye on the post-sale book. your paying customers with your data status, Owner column.

Open it at

• app.graph8.com/deals/l/customers — your paying customers (MRR + Owner)
• /deals/l/trials — trial accounts (about to convert or churn)
• /deals/l/churned — ex-customers (rescue / win-back candidates)

Fig 5.1 — /deals/l/customers. your customers. Filter Owner = a specific rep for 1:1 prep on their book. Sort by MRR desc to find the highest-stakes renewals first.

Try this now

Try this now. Filter by Subscription = past_due. Anyone there with no Owner assigned is unowned at-risk revenue — assign immediately. Cross-reference against /reports → Idle / Stalled for accounts that need rescue calls this week.

URL cheat-sheet

To do this	Go here
Pipeline list with Owner column	/deals/pipeline
Pipeline kanban with $weighted per stage	/deals/pipeline · view toggle
Open a deal — read DEAL INTELLIGENCE	/deals/{deal-id}
Reports center (15+ sub-reports)	/reports
SDR Leaderboard	/reports → Calling & SDR Performance
Account Health Comparison	/reports → Cross-Account Drift
Idle / Stalled accounts	/reports → Cross-Account Drift
Meeting Pipeline	/reports → Pipeline & Inbound
Customers (renewal book)	/deals/l/customers
Trial accounts	/deals/l/trials
Churned accounts	/deals/l/churned
Open Copilot anywhere	Sparkle · top-right
Search the CRM	Cmd-K

Heads-up — known Sales Manager gaps + workarounds

Caution

1. No dedicated /deals/forecast view. All variants 404 or treat forecast as a deal slug. Workaround: the kanban’s per-stage $total / $weighted headers are your forecast surrogate today. Multi-category forecast (commit / best-case / most-likely) is not shipped.

2. No AE / deal-volume leaderboard. /leaderboard, /deals/leaderboard, /studio/leaderboard all 404. The leaderboard that does exist is SDR-focused (under /reports → Calling & SDR Performance). Workaround: pivot /deals/pipeline by Owner column manually for AE ranking.

3. No team-wide My Desk. /deals/my-desk is per-user only — you can’t see “all my reps’ decision cards” in one view. Workaround: have reps share screen during the 1:1.

4. No team activity feed. Activity logs are per-deal, not cross-team. Workaround: /reports Calling & SDR Performance for team-level activity rollups.

5. No stage transition history audit. When a deal regresses from Proposal back to Discovery, there’s no built-in “stage history” timeline in the UI. Workaround: ask the copilot — it can infer from close-date drift and the data backing the deal.

6. Customer Owner column is empty for graph8’s own org. The column exists, but no owner is currently assigned on the 41 customer accounts. Workaround: assign owners as part of your weekly hygiene pass.

7. No 1:1 / coaching docs surface. No dedicated place to store coaching notes per rep. Workaround: Notes tab on individual deals + DEAL INTELLIGENCE Strategy stack are your coaching memory.

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Generated 2026-05-20 against app.graph8.com (org your org). Surface state verified live before publication