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Pipeline & Actions
Manager Action Hub
The Manager Action Hub provides coaching-focused action cards grouped by team member, including Deal at Risk alerts and Objection Handling coaching recommendations, plus an end-of-day summary.
The Manager Action Hub extends the standard Action Hub with coaching-specific actions designed for Selling Managers. Toggle to Manager View to see coaching actions grouped by team member, giving you a clear picture of where your coaching attention is needed most.
Coaching Card Types
Managers receive two types of coaching cards:
Deal at Risk
When a deal goes Red or drops from Green to Amber, a Deal at Risk coaching card is generated. Each card includes:
Deal Name — The specific opportunity that needs attention.
Rep Name — Which team member owns the deal.
Health Score — The current deal health score and band.
AI-Generated Coaching Question — A suggested question or talking point to guide your coaching conversation with the rep.
You can take action directly from the card:
Copy to Clipboard — Copy the coaching question for use in a message or document.
Open in Teams — Send the coaching prompt directly to the rep via Microsoft Teams.
Dismiss — Remove the card if you've already addressed the situation.
Objection Handling Score Dropped
When a rep's objection handling score drops below expectations, Coach Pilot generates a coaching card with:
Rep Name — The team member who needs coaching.
Objection Category — The specific type of objection where performance declined.
Suggested Training Plan — An AI-generated coaching plan tailored to the rep's specific weakness.
Action options include:
Send via Email — Email the training plan directly to the rep.
Copy — Copy the plan for use in a coaching session.
Dismiss — Remove the card.
When Coaching Cards Are Generated
Coaching cards are automatically created when any of the following conditions occur:
A deal goes Red (health score drops below 60).
A deal drops from Green to Amber.
A rep's objection handling score drops.
A Seller flags an action for manager review.
End-of-Day Summary
Every evening, managers receive an End-of-Day Summary email covering:
Outstanding Actions — Actions that remain unaddressed across the team.
Deals That Need Attention — Deals that were flagged during the day and still require action.
Tomorrow's Priorities — A forward-looking view of what needs focus the next day.
Like the Morning Briefing, the End-of-Day Summary is suppressed on quiet days when there's nothing to report — respecting your time and inbox.
