Revenue Operations
RevOps Data
RevOps Data
LinkedIn Senior Director, Strategic Accounts - LMS Sales Operations • 5mo
The AI landscape is evolving quickly. My team has seen real wins in three areas: automating data hygiene, surfacing insights from unstructured data, and reducing the time...
547 Views
LinkedIn Senior Director, Strategic Accounts - LMS Sales Operations • 5mo
Depending on roles and levels each stakeholder may have a slightly different need but at the end of the day the main message remains the same: Where do we expect to land?...
436 Views
How can I break down the forecast pipelines ($) on product level?
Currently our sellers give overall ARR inputs on opp level on CRM. We are finding it challenging to take it directly from CPQ quote lines due to multiple records for a single product (i.e. no hygiene on quote lines).
Using Salesforce for both CRM and CPQ
Any suggestions appreciated. Happy to connect via text/call. Thanks!
LinkedIn Senior Director, Strategic Accounts - LMS Sales Operations • 5mo
In order to forecast at the product level, you’ll need historical bookings broken down by product and/or open pipeline data by product on opportunities in your CRM.Below ...
893 Views
LinkedIn Senior Director, Strategic Accounts - LMS Sales Operations • 5mo
The biggest forecasting challenge I faced occurred when market dynamics shifted suddenly. In the summer of 2022, we noticed customer behavior really changing. Interest ra...
371 Views
LinkedIn Senior Director, Strategic Accounts - LMS Sales Operations • 5mo
I triangulate between a mix of forecasting methods to predict churn.
At LinkedIn, one of our leaders created a metric called Renewal Incremental Growth (RIG) that looks a...
397 Views
Upcoming AMAs
LinkedIn Senior Director, Strategic Accounts - LMS Sales Operations • 5mo
I’ll answer this question from a lens of long-range forecasting and planning. New product launches and market expansions require a different forecasting approach than you...
375 Views
LinkedIn Senior Director, Strategic Accounts - LMS Sales Operations • 5mo
Short-term and long-term forecasting serve different purposes and require different rhythms.
Short-Term Forecasting usually focuses on the current quarter outlook. It’s n...
429 Views
LinkedIn Senior Director, Strategic Accounts - LMS Sales Operations • 5mo
Start by defining which data sources you really need for forecasting, then work to integrate them in one platform and map any necessary fields. At the simplest and most m...
431 Views
Intercom VP, Revenue Operations | Formerly LinkedIn • 2y
I think about forecasting and making it effective in three large areas: (1) process, (2) tools/models, and (3) data. Without getting each of those right, no "perfect mode...
1990 Views
SVP of Operations | Formerly Engine, Sound, Deel, Marketo, Syncari • 1y
Moving sales leaders from gut decisions to data-driven thinking isn't about forcing spreadsheets on them - it's about making data useful for their day-to-day challenges. ...
463 Views
Cisco Senior Director, Global SMB & Mid-Market Sales Acceleration and Program Office • 2y
Establishing a strategic voice goes hand in hand with providing valuable insights through reporting. Here’s how I ensure that my team and I play a more strategic role in ...
801 Views
Intercom VP, Revenue Operations | Formerly LinkedIn • 2y
Maybe this is too simplistic of an answer, but the more you can standardize the output and keep it consistent from week to week or month to month, the easier it is to aut...
1578 Views
Lambda Head of GTM Ops • 1y
Absolutely. The three key learnings i've made over the course of my time in RevOps are: don't neglect building for scale, don't aim for perfection too early, and don't th...
858 Views
Lambda Head of GTM Ops • 1y
Honestly, my focus isn't so much on following up after a report is built, but rather on deep discovery before I even start building. If a stakeholder isn't using a report...
1054 Views
Lambda Head of GTM Ops • 1y
Simplicity and clarity are the foundations of powerful visualizations. I focus on visualizations that tell a clear story quickly, ideally centered around a single key me...
1904 Views
SVP of Operations | Formerly Engine, Sound, Deel, Marketo, Syncari • 1y
Data security isn't just an IT problem - it's a critical Revenue Operations responsibility. First, lock down access tightly. Use role-based permissions so team members on...
604 Views
SVP of Operations | Formerly Engine, Sound, Deel, Marketo, Syncari • 1y
Strong Revenue Operations reporting connects directly to what each team needs. Start by bringing sales, marketing, and customer success together to identify shared goals ...
492 Views
Intercom VP, Revenue Operations | Formerly LinkedIn • 2y
For internally generated data, I work with my team and the sales leaders to (1) set clear expectations, (2) reinforce the expectations, and (3) make it as easy as possibl...
1968 Views
LinkedIn Vice President of Technology and Product Operations • 2y
Dashboard proliferation and staleness is an issue companies often deal with, including LinkedIn. Bias to action leads to multiple different dashboards being built over ti...
1550 Views
Intercom VP, Revenue Operations | Formerly LinkedIn • 2y
I think there are three main areas - data hygiene, forecasting, and exec readouts - we focus on to create transparency and accountability with my Sales Ops team at Interc...
1515 Views
LinkedIn Vice President of Technology and Product Operations • 2y
We’re on a massive digital transformation journey at LinkedIn. We’re moving off legacy platforms and onto Azure, starting with core data and reporting tools, such as Pow...
555 Views
Cisco Senior Director, Global SMB & Mid-Market Sales Acceleration and Program Office • 2y
When constructing and evaluating our data and reporting stack, we always try to follow a structured approach to ensure that we have a robust, scalable, and efficient syst...
2179 Views
Cisco Senior Director, Global SMB & Mid-Market Sales Acceleration and Program Office • 2y
Leveraging predictive analytics is crucial in identifying opportunities to enhance revenue performance and operational efficiency, and now this whole thing has become eve...
836 Views
Cisco Senior Director, Global SMB & Mid-Market Sales Acceleration and Program Office • 2y
Balancing urgent reporting needs with limited time is indeed challenging and part of the day-to-day of any RevOps leader. My strategy includes few things that I find they...
843 Views
Cisco Senior Director, Global SMB & Mid-Market Sales Acceleration and Program Office • 2y
Customizing RevOps reports for various departments and management levels is crucial for ensuring the information is relevant and actionable for each audience. Here’s how ...
1602 Views
Cisco Senior Director, Global SMB & Mid-Market Sales Acceleration and Program Office • 2y
Ensuring that RevOps reports are actionable and drive strategic decisions requires a thoughtful approach. Here’s how I do try to ensure our reports meet these criteria:Fo...
1632 Views
Cisco Senior Director, Global SMB & Mid-Market Sales Acceleration and Program Office • 2y
RevOps reporting is a critical component of business strategy, but it is often misunderstood. Here are some common misconceptions and how I do try to address them:1. More...
1842 Views
Intercom VP, Revenue Operations | Formerly LinkedIn • 2y
We track 10-15 metrics closely at any time, but the ones that I think are most interesting to see the health of the business and identify where we should take action (eit...
1743 Views
Intercom VP, Revenue Operations | Formerly LinkedIn • 2y
Being able to point to initiatives driven by RevOps insights, in my opinion, is a good indicator of a healthy and productive team. If you don't have examples of this, you...
1661 Views
Intercom VP, Revenue Operations | Formerly LinkedIn • 2y
[Copied answer from another similar question]We talk - a lot. I think RevOps/Sales Ops teams get into trouble when they build things in a bubble and don't spend time work...
1751 Views