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Role-Based Views

Every persona sees what matters to them. Nothing more, nothing less.

Forsyt adapts its interface based on who's logged in. CROs see pipeline health and team performance. Reps see today's focus and deal actions. RevOps sees process compliance.

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Role-Based Views dashboard preview in Forsyt Revenue OS
5 personas

native views (CRO / Mgr / Rep / RevOps / CS)

Zero training

every role sees exactly what they need

1 platform

no separate tools for leadership and reps

1-click

managers switch into any rep's view

How it works

From signal to action, under the hood

1

When a user logs in, Forsyt detects their role (CRO, Sales Manager, Rep, RevOps, CS) and loads the appropriate view.

2

CRO View: Pipeline health dashboard, team performance, risk radar, forecast overview.

3

Rep View: Today's Focus card, AI Deal Chat, action items, account intelligence.

4

Manager View: Team activity, deal-level risk, coaching priorities, rep pipeline comparison.

5

RevOps View: Data hygiene scores, process compliance, stage conversion metrics.

Why teams choose it

Built for measurable impact

Zero Learning Curve

Each role sees exactly what they need. No training required. No dashboard customization needed.

Reduces Noise

Reps don't see CRO-level metrics. CROs don't see individual task lists. Signal-to-noise stays high.

One Platform, All Personas

No need for separate tools for leadership vs. reps. Forsyt adapts to the user.

Instant Switching

Managers can switch between their own view and any rep's view with one click.

In practice

Same platform, three different experiences

CRO logs in

Sees pipeline by risk tier, team attainment trend, and an exec summary.

Manager logs in

Sees their 8 reps with coaching priority sorted by deal-level risk.

Rep logs in

Sees one Focus Card, today's task list, and AI Deal Chat, nothing else.

Result

Zero training rollout. Adoption hits 80%+ in the first 2 weeks.

Works with your existing stack

Salesforce
Z
Zoho
Gong
Gong
Gmail
Gmail
Slack
Slack
Jira
Jira

Built for

CROSales ManagerSales RepsRevOps
FAQ

Common questions about Role-Based Views

Can I build custom roles?+

Yes, admins can define new personas and choose which modules each one sees.

Do permissions tie to roles?+

Role-based access control ensures each persona only sees data they're entitled to.

What about hybrid roles (player-coach)?+

Users can toggle between Manager and Rep views with one click.

"The core thought is right, show pipeline health based on stages and the actions depending on them."
C

Chaitanya Kakkar

VP - Business & International Expansion, SingleInterface

See Role-Based Views with your own pipeline

Explore it in the interactive sandbox with sample data, or book a 30-minute demo and see it running against your real deals.

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