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RevOps Dashboard Blueprint
Full-Funnel Visibility
Build a RevOps dashboard that unifies marketing, sales, and success metrics so leadership can spot bottlenecks and forecast with confidence.
Target forecast accuracy within 5% for rolling 90 days. 100% of pipeline reviews conducted using the unified dashboard.
Core Dashboard Modules
- 1
Pipeline Health: Coverage and velocity vs target
- 2
Forecast Commit: Best case, commit, upside
- 3
Demand Gen: MQAs, SQOs, campaign ROI
- 4
Customer Success: Net retention and churn
User-Specific Views
Executives: Scorecard with risk indicators
Managers: Team pipeline and coaching
Data Audit Checklist
- ✓
Catalogue CRM objects and automation rules
- ✓
Validate integration health across GTM stack
- ✓
Identify data quality gaps and duplicates
- ✓
Score sources for accuracy and timeliness
Governance Matters
Create naming conventions for fields, dashboards, and filters. Schedule weekly data quality checks. Log formula changes in a changelog.
North Star Questions
How much pipeline to hit target? Where are deals stuck? Which campaigns create healthiest customers? What signals a potential miss?
Need RevOps Dashboards?
We build RevOps dashboards that create shared understanding and align teams around revenue-driving actions.
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