CRO · Dashboard · Intermediate · Saves 50+ hours
RevOps Metrics Dashboard
A comprehensive dashboard for tracking RevOps metrics and revenue health.
What's included
- Funnel metrics by stage
- Conversion rate tracking
- Velocity metrics
- Efficiency metrics
- Team performance metrics
- Executive summary view
Best used when
- Building RevOps dashboards
- Tracking revenue health
- Reporting to executives
- Identifying funnel issues
The template
The Template
FUNNEL METRICS
Full Funnel Dashboard
| Stage | Volume | Conversion | Velocity | Target |
|---|---|---|---|---|
| Leads | ||||
| MQLs | % from leads | Days | ||
| SQLs | % from MQLs | Days | ||
| Opportunities | % from SQLs | Days | ||
| Proposals | % from opps | Days | ||
| Closed Won | % from proposals | Days |
Conversion Rate Tracking
CONVERSION RATE TRACKER
LEAD → MQL:
Current: ____%
Target: ____%
Trend: ↑/↓/→
MQL → SQL:
Current: ____%
Target: ____%
Trend: ↑/↓/→
SQL → OPPORTUNITY:
Current: ____%
Target: ____%
Trend: ↑/↓/→
OPPORTUNITY → CLOSED WON:
Current: ____%
Target: ____%
Trend: ↑/↓/→
VELOCITY METRICS
Sales Velocity Calculator
SALES VELOCITY FORMULA
Velocity = (Opportunities × Win Rate × ACV) / Sales Cycle
INPUTS:
Number of opportunities: _____
Win rate: ____%
Average contract value: $_____
Average sales cycle (days): _____
CALCULATION:
Velocity = _____ × _____% × $_____ / _____
VELOCITY = $_____ per day
IMPROVEMENT LEVERS:
☐ Increase opportunities
☐ Improve win rate
☐ Increase deal size
☐ Shorten sales cycle
Velocity by Segment
| Segment | Opps | Win % | ACV | Cycle | Velocity |
|---|---|---|---|---|---|
| Enterprise | $ | days | $/day | ||
| Mid-Market | $ | days | $/day | ||
| SMB | $ | days | $/day |
EFFICIENCY METRICS
Sales Efficiency Dashboard
EFFICIENCY METRICS
COST OF ACQUISITION:
Total S&M spend: $_____
New customers acquired: _____
CAC: $_____
CAC target: $_____
CAC PAYBACK:
CAC: $_____
Monthly gross margin per customer: $_____
Payback period: _____ months
Target: <12 months
MAGIC NUMBER:
New ARR this quarter: $_____
S&M spend last quarter: $_____
Magic Number: _____
Target: >0.75
LTV:CAC RATIO:
Customer LTV: $_____
CAC: $_____
Ratio: _____:1
Target: >3:1
Rep Productivity
| Metric | Current | Target | Best |
|---|---|---|---|
| Quota attainment | % | % | % |
| Revenue per rep | $ | $ | $ |
| Pipeline per rep | $ | $ | $ |
| Opportunities per rep | |||
| Win rate | % | % | % |
EXECUTIVE SUMMARY
Weekly Revenue Snapshot
WEEKLY REVENUE SNAPSHOT
PIPELINE:
Total pipeline: $_____
vs. last week: +/- $_____ (___%)
vs. target: ____%
NEW OPPORTUNITIES:
This week: _____
vs. last week: +/- _____
Win rate (90-day rolling): ____%
FORECAST:
Commit: $_____
Best case: $_____
vs. quota: ____%
KEY WINS/LOSSES:
Won: _______________
Lost: _______________
WATCHLIST DEALS:
1. _______________
2. _______________
Frequently asked questions
What is the RevOps Metrics Dashboard?
A comprehensive dashboard for tracking RevOps metrics and revenue health.
Who is the RevOps Metrics Dashboard for?
It is built for CROs and their teams working on Revenue Operations. The AI coach adapts it to your company, stage, and goals.
How long does the RevOps Metrics Dashboard take to use?
It saves roughly 50+ hours versus building from scratch. Our AI coach can tailor the dashboard to your situation in minutes, then hand you a step-by-step plan.
Is the RevOps Metrics Dashboard free?
Yes. You can read the full dashboard and start getting coached through it for free. Sign in to save your tailored version and track your next steps.
How does the AI coach help with the RevOps Metrics Dashboard?
The coach teaches you the framework, asks a few questions about your business, tailors the dashboard to you, and gives you measurable next steps to execute.