Manager Tools
Manager Tools
SE Managers have access to additional views that give visibility across the full team — without asking individual SEs for status updates.
Team Pipeline
Go to Team Pipeline in the sidebar. This shows every SFDC opportunity across your team, with columns for account, opportunity, stage, ARR, close date, lead SE, forecast category, and days until renewal. All columns are sortable. Filter by "Has SE" to focus on technically-engaged deals.
The Forecasted Technical Win Date field shows when the SE expects to reach Technical Win — useful for pipeline reviews and forecast calls.
Team Gong
Go to Team Gong in the sidebar. This shows Gong call summaries across all SEs on your team. Each call shows the account, opportunity, lead SE, call date, and a link to the Gong call. You can relink calls to different opportunities if the auto-match is wrong.
Onsites
Go to Onsites in the sidebar. senSEi classifies Gong calls into: Confirmed Onsites (on-site meeting keywords + past-tense signals), Planned / Proposed (future-tense language), and Other. Run Classify All to run LLM classification across all calls. You can also add manual onsite entries for meetings that weren't recorded in Gong.
Exec Brief
Go to /exec-brief (linked from the sidebar). Upload a Salesforce pipeline CSV to generate a VP-level pipeline intelligence brief. The brief includes: a 3–4 line executive summary, a Sales perspective (revenue risk, stage distribution, forecast accuracy), a Technical perspective (SE coverage, onsite activity, POC health), and a Customer perspective (top accounts by ARR, renewal risk). Each section is generated by AI from real deal data.
Click Bulk Analyze to regenerate the brief for all deals in the CSV. The brief is designed to be copy-pasted directly into a QBR or leadership update.
Who sees manager views?
Manager views are visible to users with the SE Manager, Area Sales Director, Director, Presales, or AVP, Sales role. Roles are auto-populated from your Okta profile title on first sign-in. An admin can also update roles manually in Settings → Team Members.