Release Note

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Coaching Initiatives: new UI and improvements

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Our latest improvements to Coaching Initiatives make it easier to review call performance, track evidence, and streamline communication throughout each initiative.
Now, you can:

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Best Practice Reports

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Get clear visibility into what’s driving success across your sales motions with Best Practice Reports. These reports analyse successful tactics, talk tracks, and deal behaviors across your pipeline, helping teams identify what consistently works.

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Recent activity page
Stay on top of what’s happening across your pipeline with the recent activity page. This update gives sales and revenue teams a clear, time-based view of every action taken within the last 30 days. It is now easier than ever to surface deal velocity signals in real time, helping CROs pinpoint where execution slows down and which reps or accounts need attention. You can now:

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  Filter by pipeline to focus on specific business areas or segments.

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  View all recent actions, including completed, ongoing, and missed steps, alongside engagement activity and stage changes.

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  Quickly spot progress trends and identify where deals are moving or stalling.

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Product & USP Management  
Your product data now has a single, intelligent home. The new Product tab brings together your ICP, USPs, and services so marketing, product, and sales teams all work from the same source. This unified view sharpens cross-functional collaboration, enables faster onboarding, and lays the groundwork for deeper insights across initiatives and deal analysis. 

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Solution Fit Scoring

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New At-a-Glance Pipeline Dashboards

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Enhanced Deal Timeline

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{% module_block module "widget_5717f47d-346d-471c-b0f6-ec4d23bbca9e" %}{% module_attribute "child_css" is_json="true" %}{% raw %}{}{% end_module_attribute %}{% module_attribute "css" is_json="true" %}{}{% end_module_attribute %}{% module_attribute "definition_id" is_json="true" %}null{% end_module_attribute %}{% module_attribute "field_types" is_json="true" %}{"default_text":"group","fixed_height":"boolean","styles":"group","tabs":"group"}{% end_module_attribute %}{% module_attribute "label" is_json="true" %}null{% end_module_attribute %}{% module_attribute "module_id" is_json="true" %}98865292961{% end_module_attribute %}{% module_attribute "path" is_json="true" %}"@hubspot/tabbed_card"{% end_module_attribute %}{% module_attribute "schema_version" is_json="true" %}2{% end_module_attribute %}{% module_attribute "smart_objects" is_json="true" %}[]{% end_module_attribute %}{% module_attribute "smart_type" is_json="true" %}"NOT_SMART"{% end_module_attribute %}{% module_attribute "tabs" is_json="true" %}[{"content":"

New Contacts Tab for Complete Stakeholder Visibility

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{% module_block module "widget_5717f47d-346d-471c-b0f6-ec4d23bbca9e" %}{% module_attribute "child_css" is_json="true" %}{% raw %}{}{% end_module_attribute %}{% module_attribute "css" is_json="true" %}{}{% end_module_attribute %}{% module_attribute "definition_id" is_json="true" %}null{% end_module_attribute %}{% module_attribute "field_types" is_json="true" %}{"default_text":"group","fixed_height":"boolean","styles":"group","tabs":"group"}{% end_module_attribute %}{% module_attribute "label" is_json="true" %}null{% end_module_attribute %}{% module_attribute "module_id" is_json="true" %}98865292961{% end_module_attribute %}{% module_attribute "path" is_json="true" %}"@hubspot/tabbed_card"{% end_module_attribute %}{% module_attribute "schema_version" is_json="true" %}2{% end_module_attribute %}{% module_attribute "smart_objects" is_json="true" %}[]{% end_module_attribute %}{% module_attribute "smart_type" is_json="true" %}"NOT_SMART"{% end_module_attribute %}{% module_attribute "tabs" is_json="true" %}[{"content":"

A faster, smarter onboarding experience

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A new self-serve onboarding flow now takes every new rep through a streamlined setup, CRM connection, core data, and key preferences in just minutes. Progress is tracked and saved, making activation seamless. Check out the video below:

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Dashboard & action progress redesign

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The “Actions” dashboard now groups actions by stage, filters by time and pipeline, and lets you click through for instant deal and activity insights. It’s never been easier to spot stuck deals or see exactly what needs attention.

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New & improved: Clari call recording integration

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The Clari call recording integration is now more automated and reliable than ever. Sales activity and call data now sync seamlessly giving you faster, more accurate deal tracking, with no manual steps required.
If you’re already using Clari, this release delivers a significantly improved experience with smarter automation and reduced admin.

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Deal Health Indicators Now Live

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New visual icons (snowflake, ghost, snail) highlight stalled or inactive deals directly in the pipeline. Reps can now quickly see which opportunities are drifting and take action before momentum is lost.

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