For sales managers
Walk into every 1:1 knowing the trend.
Attach a KPI chart to each rep's recurring 1:1 and watch quota, pipeline and activity move across the quarter. Coaching commitments carry into the next one until they're done.
Free 14-day trial · no credit card · works with Microsoft 365 & Google Workspace
You can't coach a rep on one week's number.
Coaching needs direction over time, which is hard to see when each 1:1 starts from a blank page. Four ways a 1:1 turns into a status call:
kpi tracking
Each rep's numbers, trended across every 1:1
The KPI charts live on the recurring 1:1 itself, so the history is already there when you sit down.
- D. Whitfield 112% 112% of quota
- P. Raman 98% 98% of quota
- M. Bell 71% 71% of quota, below pace
- A. Okafor 104% 104% of quota
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A KPI chart per rep, on their 1:1
Attach quota attainment, pipeline coverage, activity, or whatever you hold the team to. The chart belongs to that rep's recurring 1:1.
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Trends across every occurrence
Each number charts across all past 1:1s with that rep, so you walk in knowing whether the trend is up or down over the quarter.
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Spot a slipping number weeks early
Set the target on any KPI and an off-pace number is obvious at a glance, weeks before it becomes a missed quarter.
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One agenda template, every rep
Build the 1:1 structure once and apply it across the whole team, so you're comparing like with like and no rep gets a worse meeting than the others.
pipeline reviews & coaching
Run the pipeline review on the same rails
A weekly pipeline review is a recurring meeting like any other. Put it on a timed agenda with the pipeline numbers attached, and give whatever comes out of it an owner before everyone leaves.
Anything you and a rep agree to work on stays open into the next 1:1 until it's done, so coaching builds from one week to the next.
- Per-topic time limits, so one deal can't consume the whole review
- Pipeline KPIs charted across every occurrence, with thresholds
- Open items from last week's review surface in today's view
- Two-way sync with Microsoft 365 and Google Tasks
- Automated reminders chase the owner. How action tracking works
by the numbers
What the 1:1s add up to
recurring meetings & 1:1s given a structure
of timed meetings finish on time or early
of the commitments made in them get closed
Sales Manager FAQ
How It Works
Does this replace my CRM?
Which KPIs can I track on a 1:1?
Can I use the same 1:1 structure for the whole team?
Is This the Right Fit?
Does a bot join the 1:1 to record it?
What does it cost for a sales team?
Put every rep's number on their 1:1
Free for 14 days, no credit card, and you can bring the whole sales team into the trial.