The prospecting workspace beta is so helpful for our SDR team. It would be even more helpful to have a manager view of the dashboard that would allow managers to view all of their team members’ tasks, activities, etc. in one place.
Status: Idea Submitted
Agree! Managers need a way to view the calendar view to see what calls are scheduled ASAP!
User story
As a Sales Manager, I need one account-wide, permission-controlled dashboard showing each SDR’s Sequence email capacity in near-real time, so I can distribute new sequence enrollments to senders who still have capacity and avoid send-limit failures.
Required experience
Provide a dashboard/report table with one row per connected sender address. It must be filterable by team and SDR, sortable by remaining capacity, and visible only to assigned managers/admins.
Each row must show:
- SDR name and connected sender email address
- configured HubSpot Sequence daily send limit
- Sequence emails sent in the rolling past 24 hours
- emails remaining and percentage of the limit used
- emails scheduled to send today, tomorrow, and over the next 7 days
- a visual health status: green below 80%; yellow at 80–94%; red at 95%+ or limit reached
- a link to that sender’s Scheduled Sequences view
Notifications and data access
Managers should receive an in-app and/or email alert when a sender enters yellow or red status. The same per-sender capacity and scheduled-send data must be available through export and an API.
Acceptance criteria
A manager can open this one dashboard and immediately see which SDRs can safely receive more enrollments, which SDRs are at risk, and the upcoming scheduled load for each sender. They can act before a sender reaches their limit, without logging in as that SDR or manually checking each inbox.