Real ranking, not vanity metrics
Per-agent: deals progressed, GP1 contributed, sequences completed, response times.
For Sales Managers
Finger on the pulse — without micromanaging.
Per-agent leaderboards, activity feeds, sequence performance, capacity vs deal volume, 1:1 coaching notes attached to records — see every gap before it costs you a renewal.
| # | Agent | GP1 | Deals | Sequences | |
|---|---|---|---|---|---|
| 1 | Sarah Chen | £24,820 | 14 | 8 active | +18% |
| 2 | James Patel | £21,140 | 11 | 6 active | +9% |
| 3 | Emma Reid | £19,650 | 13 | 9 active | flat |
| 4 | Tom Brooks | £15,820 | 9 | 4 active | −4% |
| 5 | Aisha Khan | £14,210 | 8 | 5 active | +22% |
Coaching note
Tom — sequence "Q4 nudge" reply rate 4% (vs 11% team avg). 1:1 next Thu.
1:1 notes attached to deals
Drop a note on a deal record visible to the agent + their manager. Tied to outcomes.
See what's working, kill what isn't
Per-sequence open / reply / unsubscribe. Cohort analysis by industry or deal size.
Manager toolset
The bits the agent never sees.
Manager-only views layered on top of the same database. No separate tool, no second login.
Agent leaderboard
Sortable by GP1, deals won, sequences completed, response time. Cohort by territory, industry, or vintage.
Activity feed
Every action across the team, in one stream. Filter by agent, deal, or activity type.
Coaching notes
@-mention an agent on a deal. Notes thread on the record. Drives the next 1:1.
Sequence performance
Per-template metrics. A/B test variants. Auto-pause underperformers.
Capacity vs deal volume
Are agents getting enough? Too much? Workload visualised against historic close-rate.
Stage automation rules
Configure rules per pipeline. Watch what fires, when, and why. Adjust without engineering help.
See the manager view in your trial.
Set up your team during the 30 days. Pre-loaded sample agents demo the leaderboard immediately.