Performance
Read quota pace, forecast, pipeline movement, and KPI progress from the Performance page.
The Performance page shows how the team is tracking against the period you run on. Managers use it to review quota pace, forecast risk, pipeline movement, and scorecards. Reps use it to see their own performance snapshot and assigned KPI targets.
Manager Performance View
Managers see two tabs: Dashboard and Scorecards.
Dashboard
The Dashboard tab opens on your workspace's default sales period:
- Monthly workspaces open on This Month
- Quarterly workspaces open on This Quarter
- Yearly workspaces open on This Year
Use the filter bar to narrow the page by period, team, team member, and pipeline. Active filters appear as chips above the controls, and Clear returns the page to the workspace default period with all data included.
If you filter by pipeline, quota comparisons are paused. Revenue is scoped to the selected pipelines, but quota stays team-level, so the page shows pipeline-filtered dollars without pretending the quota target changed.
Top Performance Cards
The top row gives three period reads:
- TruCast — SMVue's signal-calibrated forecast for where the period is expected to land.
- Weighted Forecast — closed-won revenue plus CRM forecast-category value, with Closed Won, Commit, and Best Case segments.
- Pacing-Based Forecast — closed-won revenue compared with quota and elapsed time, so you can see whether the team is pacing ahead or behind.
Use the details toggle on these cards to show or hide the supporting breakdown. When quota is missing, the cards show a setup prompt instead of turning missing targets into misleading percentages.
Drilling Into Deals
Click forecast segments or quota breakdowns to open the deal-level drilldown for that slice. From the drilldown, select a deal to open its deal workspace.
Available drilldowns include:
- Closed-won deals for the selected period
- Open pipeline needed to close the quota gap
- Forecast segments such as Commit and Best Case
Trends
The Trends section shows performance over time:
- Quota Runway — trailing closed-won value versus quota, unavailable in pipeline-filtered view
- Revenue Flow — created, won, and lost value across the selected period
- Conversion Pulse — created deal volume with closed-deal win rate layered on top
These charts use the same period and team-member filters as the top cards.
Scorecards
The Scorecards tab opens the team scorecard view. Use it when you want the detailed rep-by-rep performance table rather than the period analytics cards.
Executive Performance View
Executives use the same analytics surface, but the primary people filter is Managers instead of Teams. Selecting managers narrows the page to the reps who report to those managers. You can still filter further by team member and pipeline.
Rep Performance View
Reps see their own performance, not the manager analytics page.
The rep view includes:
- Quota Attainment — closed-won revenue as a percent of the active period quota
- Forecast — closed-won plus CRM forecast value for commit-category deals
- Pipeline Coverage — open pipeline compared with the remaining quota gap, with an optional risk-adjusted view
- Pipeline Created — value of deals created in the last 30 days compared with the recent baseline
- KPI Performance — the rep's assigned KPI targets and current actuals for the period
The KPI card is read-only for reps. If a rep account is not linked to a team member yet, the page asks the rep to contact their manager.
Common Empty States
- No quota set — quota-based cards explain that a target is missing and link managers toward KPI setup.
- No forecast categories — the forecast card explains that forecast dollars will appear once deals are categorized.
- Not enough trend data — trend panels show an empty state until there is enough data for the selected period.
Related Documentation
- Dashboard — daily focus and team attention
- Deals & Pipeline — deal workspace, deal signals, and pipeline analytics
- Team Management — team members and manager assignments