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The Sales Human Workbench is the primary surface where AEs, SDRs, and managers spend their day. It is organized into tabs and panels that keep context surfaced and actions within reach. You never need to leave the workbench to get the full picture of a lead, deal, or forecast.

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Primary Surfaces

  • My Pipeline Tab: Your open opportunities sorted by stage, close date, and deal size. Each row shows last activity, next step, and AI-suggested actions.
  • Deal Review Panel: A side panel with account context, stakeholder map, conversation summary from Gong, and historical engagement.
  • Activity Feed: Chronological stream of calls, emails, meetings, and notes across all your deals and leads.
  • Action Bar: Quick actions for logging calls, updating stages, sending proposals, and requesting approvals.
  • Forecast View: Period rollup for managers with commit, best case, and pipeline categories.

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Daily Loop

1

Review My Pipeline

Check the AI-prioritized list of deals needing attention today.
2

Deep-dive Deal Reviews

Open deals with upcoming close dates. Review stakeholder context and conversation highlights.
3

Update Activities

Log calls, emails, or meetings. Spine syncs to Salesforce and HubSpot automatically.
4

Advance Opportunities

Move stages, send quotes, or request discount approvals using governed capabilities.
5

Forecast Check

Update commit calls and provide manager notes before forecast deadline.