SMVue Documentation

The Executive profile is designed for VPs of Sales, CROs, and other sales leaders who need workspace-wide visibility without day-to-day coaching or administration. The Executive profile is free, read-only, and unlimited — it is a permission profile, not a purchased seat. The Leader seat is the only paid seat.

There is no separate organization-level Executive workspace or "Sales Executive" signup path — an executive is a free, read-all member of the company workspace, using the same shared surfaces as everyone else.

What an Executive Sees

An Executive profile has read-only access to:

Command Center (/dashboard) — the same manager-focused home surface, scoped read-only across the workspace.
Team (/team) — every manager and their team.
Analytics → Rep Benchmarking (/analytics) — rep comparison across the whole workspace.
Coaching (/coaching) — coaching cadence, action completion, distribution, and manager-level coaching status.
Pipeline and Performance — workspace-wide, with the same seat-scoped detail rules as other members.

The Executive profile reads the workspace's existing synced CRM, calendar, team, attention, and coaching data — it does not connect its own CRM or calendar.

Getting an Executive Profile

There is no separate executive signup path. An Owner or Admin assigns the Executive profile to any existing or invited member from Settings → Team (or the invite dialog for a new member), independently of the Leader seat. Assigning the profile takes effect immediately; it does not create a new workspace, and the member keeps their existing login.

Read-Only Boundaries

An Executive profile can:

View the workspace Command Center.
Review every manager and their teams in Team.
Compare reps in Rep Benchmarking.
Review workspace-wide coaching status.

An Executive profile cannot:

Create or edit deals, notes, meetings, action items, team members, pipelines, or integrations.
Manage workspace settings or billing.
Use Sales Coach as part of the free Executive profile (a separately purchased and assigned Sales Coach for Execs add-on adds it).

When attention or coaching data cannot be loaded, SMVue labels it unavailable and offers a retry. It does not turn a failed request into a zero score or healthy state.

The Executive profile's navigation uses these shared app paths:

Today — /dashboard
Team — /team
Analytics → Rep Benchmarking — /analytics
Coaching — /coaching

Forecast and coaching scores are directional operating signals. Do not treat them as board-grade forecasts or HR ratings of record.

Pricing

The Executive profile is free, read-only, and unlimited on every plan — it never appears as a line item on an invoice. Multi-Leader companies add a Leader seat per team lead ($100/month, self-serve); there is no custom "Team plan" required.

Partner Access Is Different

Partner access is not an Executive profile. It is a separate, revocable relationship for an external advisor or consultant, managed through the partner-access controls. A client can keep that access read-only, narrow it, revoke it, or separately assign an available Leader seat for hands-on work.

Manager (Leader Seat) — Set up the paid, write-capable seat
Rep Profile — For sales reps being coached
Billing — Plans, seats, and add-ons

Need Help?

Questions about the Executive profile? Contact support@smvue.com.

Executive Profile