# graph8 for Sales Manager

> graph8 field guide for Sales Manager. Live URLs, real surfaces, screenshots from a public-data showcase tenant.

Source: https://docs.graph8.com/roles/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*

![Pipeline kanban with 6 stage columns each showing $total and $weighted, deal cards with owner avatars](../../../../assets/roles/sales-manager/1-pipeline-team.webp)

***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).*

> **Tip: 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

![a sample deal deal with DEAL INTELLIGENCE sidebar showing Strategy and Analysis stacks all generated 5/5](../../../../assets/roles/sales-manager/3-deal-intelligence.webp)

***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?"*

> **Tip: 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

![Reports center showing Account Health Comparison with sidebar categories and per-workspace outbound volume chart](../../../../assets/roles/sales-manager/5-stage-history.webp)

***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.*

> **Tip: 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

> **Note: 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?*"
>

![Copilot side panel answering 'stalled deals more than 14 days' with structured table and pipeline hygiene analysis](../../../../assets/roles/sales-manager/6-forecast.webp)

***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.*

> **Tip: 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)

![Customers list with MRR, plan, subscription, Owner column visible](../../../../assets/roles/sales-manager/7-leaderboard.webp)

***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.*

> **Tip: 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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<small>Generated 2026-05-20 against `app.graph8.com` (org `your org`). Surface state verified live before publication</small>