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For managers

The Team Health Dashboard

The one screen that shows you who needs you this week.

Sits on top of the CRM you already trust — Pipedrive, Salesforce, HubSpot. Opsight reads the data, adds the execution layer, and shows you what your CRM dashboard never could: not what happened last week, but what's about to happen this one.

What you see

Each rep, scored by health

Green, yellow, red. Healthy pipelines stay green. Deals quietly going stale push a rep to yellow. A meaningful slip pushes them to red — usually a week or more before the rep would have flagged it themselves.

The deals worth your attention

Across the whole team — not buried in any one rep's pipeline. Largest deals in motion. Deals that just shifted (good or bad). Deals where the buyer pattern matches one your team has lost before. The ones that pay back the time you spend on them.

Patterns across the team

When three reps are stalling at the same stage, that's a coaching moment, not three separate ones. The dashboard surfaces those cross-team patterns so you can fix one thing at the team level instead of having the same 1:1 five times.

Engagement signals

Who's working their TMVAs daily. Who's filling in their Checklist. Who's running Weekly Reviews. Not as a surveillance tool — as a leading indicator of who's going to ramp and who needs a different kind of conversation.

How to use it during your week

  • Monday morning, ten minutes. Scan the team. Note the reds and the yellows. Pick the two or three you're going to spend energy on this week.
  • Mid-week, on alerts. When a deal flips from green to yellow, you'll see it. The right reaction is usually a quick message to the rep, not a meeting — "I noticed AcmeCo went quiet, what's the read?"
  • Before each 1:1. Click into the rep. Their drilldown shows you what changed since you last met, where the gap is, and what to coach on this week. The 1:1 playbook builds on this. More on the playbook.

A red rep isn't a bad rep

The colors track the pipeline, not the person. A red rep with two big deals pulled forward to next quarter looks the same as a red rep struggling to find pipeline at all. The fix is different in each case.

Use the colors to surface the conversation, not to make a judgment before you've had it.

What the dashboard quietly draws on

The same NOVA-6 scores your reps see, the same Checklist answers they're capturing, the same Coach's Office Hours notes they're dropping. You're not looking at a parallel data set — you're looking at the same one your reps work in, summarized for the manager view.

    The Team Health Dashboard | NOVA Guides