VP of Sales

VP of Sales

As VP of Sales you see the whole team: every account, every rep’s pipeline, the forecast for every territory, and the requests reps raise for your approval. You are also the person who decides who owns what, from territory and channel ownership to the salesperson on a lead.

Your dashboard is the first screen after signing in.

Your week in the Hub

VP of Sales workflow

1. 1

   Read the team's position Every morning
   1. Open your dashboard Revenue against last year, open pipeline, active accounts and team follow-ups due today.
   2. Check timing and accountability Turnaround in business hours and follow-up compliance, for the team or one rep.
   3. Is a territory off pace? Filter the dashboard by territory and read the Under Pace list. Yes Open the accounts behind it No Move on to approvals
2. 2

   Clear approvals Daily
   1. Forecast change requests Reps propose new monthly figures; you approve or reject each one.
   2. Price change requests Customer prices changed by reps wait for you before they reach NetSuite.
   3. Relationship change requests Moves of an account under a different parent account.
3. 3

   Steer the pipeline Weekly
   1. Review the pipeline Every stage from Apollo leads to post sales, across all reps.
   2. Assign leads Set the salesperson on a lead to hand it to a rep.
   3. Check ownership Territory x Channel shows who owns each territory and channel.
4. 4

   Protect revenue Weekly
   1. Watch accounts going quiet Order cadence shows how often each account orders and which have lapsed.
   2. Make sure reps follow up Activities, client follow-ups and reply escalation.
   3. Check orders and stock Open orders from NetSuite and stock by warehouse.
5. 5

   Set and review the forecast Monthly and at year start
   1. Compare forecast with actuals Variance per account and month, filtered by territory, rep or channel.
   2. Decide who may edit directly Unlock the year or allow trusted users to edit without a request.
   3. Export for the leadership pack Export the forecast, comparison or budget to Excel.
   Repeat every month

What only the VP can do

• See All Accounts across every rep, and the All Reps view on the dashboard.
• Open Territory x Channel and change who owns each territory and channel.
• Unlock a forecast year and choose which users may edit it directly.
• Approve or reject forecast, price and relationship change requests.
• Assign a lead to any rep.
• Configure Reply Escalation and the reorder Thresholds.

Workflows for you

Step-by-step guides that follow one task across the Hub:

• The VP’s daily view of the team
• Finding new accounts with lead gen
• How new leads arrive, and how duplicates are caught
• Where your new leads show up each morning
• Setting up a follow-up sequence
• Reminders, escalation and response times
• Reorder alerts
• Order cadence and unusual orders
• How forecasting works in the Hub
• Meeting notes: from the note-taker to tasks
• Your task list, and what the VP sees
• Checking inventory by warehouse

Feature guides

Guide	Covers
Dashboard	Headline numbers, channels, accountability, open orders, meetings
Territories and channels	Territory x Channel ownership
Accounts	All Accounts, filters, the account record and its tabs
Pipeline and leads	Pipeline stages, lead records, assigning, generating leads
Forecast	Forecast sheet, forecast against actuals, annual budget
Approvals	Forecast, price and relationship change requests
Reorder monitor	Order cadence and thresholds
Orders and inventory	Sales orders from NetSuite and stock by warehouse
Activities and follow-ups	Activities, calendar, client follow-ups, reply escalation