For sales managers

Lead the pipeline and the people.

Sales managers receive Management Bearings by default. It gives you the team’s weekly pipeline read before the forecast meeting, whether you are new to sales management, leading a team of newer sellers or strengthening the people side of the job.

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The manager problem

See the team before you rebuild every story.

You need to understand coverage, movement, aging and where people need support without spending the week clicking through Dynamics. Management Bearings makes the team pattern visible so you can manage the pipeline, coach the right behavior and make time for the work that needs you.

  • Team progress and credible coverage against the company target
  • Pipeline movement, aging, concentration and risk to inspect
  • Sales managers receive the team pipeline report as a standard recipient
  • Leadership questions that prepare the forecast and team discussion
Explore Management Bearings →
For new managers and growing teams

New manager: build confidence while you learn the team.

When you are new to sales management—or your sellers are new to the role, market or company—you need a shared fact base before you need perfect answers. Geographer shows what is moving, what is stale and what the team can credibly count on.

1

Learn the book

See each seller’s progress, open opportunities and activity patterns.

2

Find the constraint

Prioritize the bottleneck instead of chasing every deal.

3

Support the people

Recognize progress, discuss the evidence and agree on a next move.

4

Build trust

Make the management standard consistent across the team.

A practical differentiator

When the 1:1 is minutes away, know what to ask.

1:1 Waypoints brings progress, blockers, key deals and evidence-backed questions into one private preparation report. Use proven coaching practices: inspect the evidence, ask a focused question and agree on the next move. You can prepare without clicking through Dynamics record by record.

See 1:1 WaypointsView setup questions