# graph8 for VP Sales / Head of Sales > graph8 field guide for VP Sales / Head of Sales. Live URLs, real surfaces, screenshots from a public-data showcase tenant. Source: https://docs.graph8.com/roles/vp-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* ![Pipeline kanban with 6 stages showing $4K New Meeting / $9K Discovery / $400 Solution Fit / $25K Closed Won with $total and $weighted per column](../../../../assets/roles/vp-sales/1-pipeline-all-teams.webp) ***Fig 1.1** — `/deals/pipeline` kanban. Per-stage *$total / $weighted*. Sum the $weighted column across stages = your weighted pipeline. Compare against quota — gap = what your team needs to source/close this period.* > **Tip: 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 ![Meeting Pipeline report showing 73 booked, 3 cancelled, 70 net, 2 channels, 8 active workspaces, booked-vs-cancelled chart over 7d](../../../../assets/roles/vp-sales/3-customers-mrr-leaderboard.webp) ***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.)* ![Account Health Comparison showing 25 workspaces, 0.6% avg reply rate, top accounts graph8 9939, a paying customer 7412, a paying customer 3653, a paying customer, your account](../../../../assets/roles/vp-sales/4-trial-pipeline.webp) ***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.* > **Tip: 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) ![Performance Reports Activity Trend with 40,423 emails, 9,185 dials, 235 replies, 0.6% reply rate, 72 meetings (7d), activity-over-time chart, sidebar of 12 sub-reports](../../../../assets/roles/vp-sales/5-reports-landing-kpis.webp) ***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.* > **Tip: 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 ![Customers list with MRR column showing a paying customer $2.5K, a paying customer $2.5K, a paying customer $8.8K, your account $4.0K, a paying customer $2.5K with plans, status, owner](../../../../assets/roles/vp-sales/6-reports-sdr-leaderboard.webp) ***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.* ![Trial accounts with your data and 67d/63d countdown timers](../../../../assets/roles/vp-sales/7-reports-meeting-pipeline.webp) ***Fig 4.2** — `/deals/l/trials`. Countdowns visible. Anyone < 14 days = your highest-leverage conversion call.* > **Tip: 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`) ![Copilot expanded view with chat history sidebar showing past VP-style queries: Show me my expansion, Show me my customer, Which contacts visited, How many deals are in, Build a contact list, plus main panel with How can I help you today + Create campaign/Create contact list chips](../../../../assets/roles/vp-sales/9-analytics-acquisition.webp) ***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.* > **Tip: 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. --- Generated 2026-05-20 against `app.graph8.com` (org `your org`). Surface state verified live before publication