RevOps Reporting
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
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 Vice President of Technology and Product Operations • 2y
The “bottom-up” process (i.e. the sales teams’ forecast rollup) gives real time sentiment from customers and the field but can be biased by human-led judgment.
The “top-...
447 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
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Lambda Head of GTM Ops • 1y
Automating data reporting is crucial skill RevOps professionals need to learn to be able to spend time on higher-value added analysis and strategic thinking. The key is t...
712 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
Intercom VP, Revenue Operations | Formerly LinkedIn • 2y
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 working with the consumers of the information. As...
1853 Views
SVP of Operations | Formerly Engine, Sound, Deel, Marketo, Syncari • 1y
Good Revenue Operations reporting depends on clean data. Also, remember that data is fluid, so you must ensure it is consistently top of mind vs set and forget. Here are ...
532 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
Intercom VP, Revenue Operations | Formerly LinkedIn • 2y
We use three tools for data and reporting: CRM (Salesforce), Clari, and Tableau. We also have Snowflake for the data warehouse but that's run by the Data Eng team in serv...
2446 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
Intercom VP, Revenue Operations | Formerly LinkedIn • 2y
We are still in the early days of this at Intercom but there are a few things we have introduced recently that I think all companies would benefit from.Forecasting / oppo...
1797 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
Cisco Senior Director, Global SMB & Mid-Market Sales Acceleration and Program Office • 2y
In our RevOps dashboards and reports, we focus on key metrics that provide a comprehensive understanding of our revenue operations and overall performance. Here are a few...
1418 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