RevOps Metrics & KPI Dashboard Kit
Track the handful of revenue metrics that matter, in one dashboard your whole go-to-market team reads the same way.
$97one-time payment
Buy now — $97 →Secure checkout by Stripe.
What you get with RevOps Metrics & KPI Dashboard Kit
The RevOps Metrics & KPI Dashboard Kit gives you a ready-built spreadsheet dashboard and a written guide for choosing, defining and reporting the revenue metrics your sales, marketing and customer teams share.
It starts with definitions. Each metric comes with a plain-English formula, the data fields it needs, and the questions it answers, so pipeline coverage, win rate, sales cycle length and net revenue retention mean the same thing in every meeting.
The dashboard template is laid out by funnel stage, with weekly and monthly views. Paste in an export from your CRM and the charts update without any extra tools.
Use it to replace a dozen disconnected reports with one view leadership can review in a few minutes.
Everything included
- Metric dictionary covering 30 core revenue metrics with formulas and field requirements
- Funnel-stage dashboard template (weekly and monthly views)
- Pipeline coverage and velocity calculators
- Win rate and sales cycle breakdowns by segment and rep
- Retention and expansion tracking tab
- Data export checklist for common CRM setups
- Weekly revenue meeting agenda built around the dashboard
Built for
- Founders and sales leaders who report revenue from several disconnected spreadsheets
- First RevOps or sales operations hires setting up reporting
- Teams where marketing, sales and customer success argue about whose numbers are right
Common questions
What format is the kit?
A spreadsheet dashboard template that works in Excel and Google Sheets, plus a PDF guide.
Do I need a specific CRM?
No. The template works from a standard CSV export, so it fits any CRM that can export deals and accounts.
How long does setup take?
Most teams can load their first export and review the dashboard in an afternoon.
Do I get updates?
Yes. Any revisions to this edition are sent to the email address used at checkout.
Ready to get started?
Track the handful of revenue metrics that matter, in one dashboard your whole go-to-market team reads the same way.
$97one-time payment
Buy now — $97 →