graph8 for VP Sales / Head of Sales

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

The five things to use today

01. Total pipeline + weighted forecast — the exec kanban

Six-stage kanban with $total and $weighted per column. That’s your weighted commit number today. Drag-and-drop advances. Owner column on the list view shows which rep owns each deal.

Open it at

• app.graph8.com/deals/pipeline — defaults to kanban view
• 6 stages: New Meeting · Discovery Held · Solution Fit · Proposal Sent · Verbal Commit · Closed Won

Fig 1.1 — /deals/pipeline kanban. Per-stage $total / $weighted. Sum the $weighted column across stages = your weighted pipeline. Compare against quota — gap = what your team needs to source/close this period.

Try this now

VP move. Take a screenshot of this view every Friday. Diff week-over-week: which stages grew, which shrank? If Proposal Sent didn’t grow, no closes are landing next week. If New Meeting didn’t grow, SDR pipeline is leaking — drill into use case 2.

02. The reports center — 13 sub-reports at ?report=aN

graph8’s /reports surface ships with 13 strategic dashboards. SDR Leaderboard, Meeting Pipeline, Account Health Comparison, Talk Time Quality, Connect Rate. Bookmark the report-ID URLs — deep-linkable.

Open these

• /reports — Activity Trend (default landing)
• /reports?report=a8 — SDR Leaderboard
• /reports?report=a5 — Meeting Pipeline
• /reports?report=a14 — Account Health Comparison
• /reports?report=a4 — Connect Rate
• /reports?report=a9 — SDR Grade Trends
• /reports?report=a10 — SDR Daily Heatmap
• /reports?report=a12 — Sequence Performance

Fig 2.2 — ?report=a5 Meeting Pipeline. 73 booked · 3 cancelled · 70 net · 8 active workspaces. Tracks the leading indicator of AE pipeline conversion. (Heads-up: Held rate not tracked yet per backend note.)

Fig 2.3 — ?report=a14 Account Health Comparison. 25 workspaces · 0.6% avg reply rate. Top by outbound volume: graph8 9,939 · a paying customer 7,412 · a paying customer 3,653 · a paying customer · your account. Use for cross-customer health audits.

Try this now

VP move. Build a Notion / Slack canvas with all 13 report URLs as named links. Now every Monday’s exec meeting starts with “here are the 13 dashboards — anything red?” instead of “let me pull up the data.”

03. Daily activity pulse — Performance Reports landing

The 7-day trend chart that tells you if the team is working. 40K emails · 9.2K dials · 235 replies · 0.6% reply rate · 72 meetings. If those tank for 3 days, something broke.

Open it at

• app.graph8.com/reports — Activity Trend (default)

Fig 3.1 — /reports Activity Trend. Hero KPIs (7d) + activity-over-time chart (Emails / Dials / Replies / Meetings). Watch the trend line, not the absolute number.

Try this now

VP move. Pin /reports as your homepage. Every morning’s first action: glance at the trend chart. Anomalies = real signal worth investigating before they snowball into a missed quarter.

04. Book of business + acquisition source — where the revenue comes from

your paying customers ranked by MRR (revenue concentration risk view). Trials in flight (conversion pipeline). Acquisition channels (where the next batch sources).

Open these

• /deals/l/customers — paying book + MRR
• /deals/l/trials — trials with countdown timers
• /analytics/acquisition — channel mix

Fig 4.1 — /deals/l/customers. Top of book: a paying customer $8.8K · your account $4.0K · a paying customer $2.5K · a paying customer $2.5K · a paying customer $2.5K. Read this monthly for concentration risk: if your top 5 customers are 50%+ of MRR, that’s a board-level conversation.

Fig 4.2 — /deals/l/trials. Countdowns visible. Anyone < 14 days = your highest-leverage conversion call.

Try this now

VP move. Cross-reference top-5 MRR customers (Fig 4.1) against the Activity feed on each one. Anyone in the top 5 hasn’t been touched in 30+ days = renewal risk. Assign yourself + the rep + CSM to a 45-min QBR within the week.

05. Copilot — your strategic Q&A engine

Natural-language exec queries: weighted pipeline, sequence comparison, deals at risk, rep performance vs peers. Opens via Cmd+Shift+K from any page.

Open it at

• Cmd+Shift+K — global keyboard shortcut
• OR sparkle icon · top-right
• OR via Bridge — WhatsApp / Slack / iMessage / Roam (set up at /profile?tab=apps)

Fig 5.1 — Copilot opened via Cmd+Shift+K. Sidebar shows past query history (real exec patterns): “Show me my expansion candidates” · “Which contacts visited pricing” · “How many deals are in my pipeline” · “Build a contact list”. The chat history doubles as a query-template library.

Try this now

VP move. Try these strategic copilot queries: “Compare reply rates across all sequences this month” · “Which deals are stuck more than 14 days in Proposal Sent?” · “What’s our weighted pipeline this quarter vs last?” · “Show me my top 5 reps by closed-won this month.”

The 13 report URLs (deep-linkable)

Report	Direct URL
Activity Trend (landing)	/reports
Connect Rate	/reports?report=a4
Meeting Pipeline	/reports?report=a5
SDR Leaderboard	/reports?report=a8
SDR Grade Trends	/reports?report=a9
SDR Daily Heatmap	/reports?report=a10
Sequence Performance	/reports?report=a12
Account Health Comparison	/reports?report=a14
Idle / Stalled accounts	/reports?report=a15

Full URL cheat-sheet

To do this	Go here
Total pipeline + weighted kanban	/deals/pipeline
Customers + MRR ranking	/deals/l/customers
Trials in flight	/deals/l/trials
Churned (lost revenue)	/deals/l/churned
Daily activity pulse	/reports
Acquisition channels	/analytics/acquisition
Marketing Bridge Funnel	/analytics/marketing
Conversions (forms + meetings)	/analytics/conversions
Open Copilot anywhere	Cmd+Shift+K · or sparkle top-right

Heads-up — known VP gaps + workarounds

Caution

1. No commit / best-case / most-likely categorization. The kanban’s $weighted is the only forecast surrogate. Workaround: use the per-stage probabilities (configurable in /studio/settings → Revenue → Pipelines) as your weighting truth.

2. The 13 reports are state-routed but URL-deep-linkable. Use the ?report=aN URLs above to jump directly. The sidebar click works too.

3. Meeting Pipeline doesn’t track Held rate yet. Booked / Cancelled / Net only. Add manual “held” logging if it matters.

4. Copilot routes via Cmd+Shift+K, not /copilot. /copilot is 404. The global shortcut works on any page.

5. Customer Owner column is empty for graph8 today. Customer Owner assignments would make /deals/l/customers a per-AE renewal book by default. Right now you pivot in your head.

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