The Command Center for Sales Management.
SMVue turns fragmented revenue data into Sales Management Intelligence. It brings CRM, pipeline, meeting, performance, activity, and coaching signals into one command center, then shows sales managers what needs attention before it slips: which deals are at risk, which reps need coaching, and where the forecast is moving.
The Command Center
Open SMVue and see what needs you today: your numbers, the deals at risk, the reps who need coaching, and the meetings that need prep. One screen, built from your live data, so you start with what matters instead of building a dashboard.
Vital Signs
Sales versus quota, forecast, and pipeline coverage at the top of every day, with a toggle between your CRM number and the risk-adjusted one.
What needs you first
Your most critical deal and the full list of deals at risk today, each with the specific reasons it's slipping, so you know exactly where to step in.
What changed, what's next
The deal movement since you last looked, plus your upcoming meetings and whether each prep brief is ready, so nothing surprises you and nothing goes in cold.
Sales Coach
A coach that knows your team's data, remembers past conversations, and gives you specific, actionable advice instead of generic tips. Ask it about any rep, any deal, or any call you're about to walk into, and it answers grounded in your numbers.
Trained for What Matters
Built to coach on the things that move the needle: deal velocity, data hygiene, and rep retention. Real coaching on real problems, not generic advice.
Full Data Access
The coach reads the pipeline, rep profiles, meeting history, and coaching notes. Ask “How's Sarah doing?” and get a real answer with real numbers.
Persistent Memory
The coach remembers what was discussed last week, last month, and last quarter. It builds context over time, just like a real coaching relationship.
Draft Actions
Ask the coach to create action items, write coaching notes, or schedule meetings. It drafts, you review and confirm. Nothing happens without your approval.
Pipeline & Deal Triage
SMVue scores every deal in your pipeline, every day, on what actually happened, not what the rep hopes. Stalled stages, slipped close dates, a buyer gone quiet: each deal gets a health score and the specific reasons behind it, so risks are flagged before they become losses and you walk into pipeline reviews with a point of view.
Pipeline KPIs
Open pipeline, at-risk value, win rate, and closed revenue, all kept current from your CRM.
Sales Velocity
Track how fast deals move through the funnel. Spot slowdowns before they impact the quarter.
Deal Health Scoring
Every deal gets a health score. At-risk and watch deals are flagged automatically so nothing slips.
Forecast
Reps forecast on hope. SMVue weights every deal by its real odds, drawn from the same risk signals it scores every day, so you get a number grounded in what is actually happening. See quota pacing, win rate, and where the forecast is drifting before the VP asks.
Risk-adjusted pipeline
Your CRM total next to the risk-adjusted one, so you see how much of the pipeline is real and how much is hope.
Quota pacing
Where the team stands against quota with days left, so you know early whether you are on track or need to make something happen.
Drift, caught early
When the forecast starts moving, SMVue flags which deals moved it and why, so you are never surprised on the last day of the month.
Rep Focus
Every rep gets an attention score built from four signals: performance, CRM hygiene, coaching, and development. You always know who is thriving, who needs you, and where to spend your time next.
Attention Score
A single score per rep combining performance, CRM hygiene, coaching, and development. Green, yellow, or red, so you know at a glance.
Dimension Breakdown
Each score breaks down into its four components, so you know exactly what is driving it: not just that a rep needs attention, but why.
Priority Sorting
Reps who need the most attention surface first. No guessing, no spreadsheets.
Rep Profiles
Everything you need to know about each rep in one place, with no more scattered notes or forgotten context.
Performance Snapshot
Current quota attainment, pipeline health, and key metrics at a glance for every rep on the team.
Coaching Recommendations
Personalized development plans generated from each rep's skill ratings and deal patterns. Specific exercises, not generic advice.
Skill Ratings & Development Areas
Rate reps across core selling skills like discovery, objection handling, and territory management. Track progress over time and focus coaching where it counts.
Career Goals
Document each rep's aspirations and track progress toward promotion readiness.
Meetings & Prep
Every meeting on your calendar, with a prep brief ready before you join and a summary waiting after. SMVue can record and transcribe the call itself through its notetaker, then tie it back to the deal and the rep.
Prep queue
The meetings that still need prep, surfaced in one place, so nothing important goes in unprepared.
Briefs and summaries
A pre-call brief tied to the deal and attendees, and an AI-drafted wrap-up you review after, so the context never lives only in someone's head.
Notetaker transcripts
Let SMVue's notetaker capture the call, and the coaching analysis runs right away.
1:1 Meeting Prep
Walk into every 1:1 already prepared. SMVue generates a meeting agenda with coaching insights for each conversation, so you lead with a point of view and follow through on what you committed to.
1:1 Scheduling
Schedule and manage 1:1s directly in SMVue.
One-Click Agendas
One-click agenda generation with coaching insights tailored to each kind of 1:1: weekly check-ins, performance reviews, and career conversations.
Conversation History
Full history of every 1:1 with a rep, searchable and organized by topic.
Notes & Coaching Log
You never forget a coaching conversation or lose the context you need, right when you need it.
Searchable History
Find any conversation, commitment, or topic across all your reps instantly.
Action Items
Track commitments from both sides: what you promised and what they committed to.
Private by Default
Coaching notes are private by default. You share only what you choose, when you choose.
Your Sales Playbook, Built In
Teach SMVue how your team sells once: your methodology, what makes a deal qualified, what each stage requires, your ICP, your competitors, your cadences. Upload a playbook you already have and SMVue drafts the fields for you. Everything the coach tells you is grounded in your playbook, so the advice fits how your team actually sells, not generic best practice.
Your methodology
Your qualification criteria and stage-advance rules, so the coach holds deals to the bar you actually set.
Upload and extract
Drop in a playbook you already have as a PDF or doc, and SMVue extracts it into editable fields for you to review.
Your priorities
Tell SMVue what to watch, like new-logo pipeline or at-risk renewals, and it weights what it surfaces accordingly.
See your team the way SMVue does.
Connect your CRM and know exactly where to step in first.