RevOps metrics & reporting templates
KPI dashboards, QBR decks, and calculators for velocity, payback, and sales efficiency.
Who uses these templates
- RevOps analysts building the weekly and quarterly reporting pack
- Sales leaders preparing QBRs and board updates
- Finance partners who need sales metrics defined the same way they define them
13 templates
Sales QBR template
A sales QBR template that looks back at results, diagnoses the gaps with lost-deal data, and commits to owned changes for next quarter. Free PDF and CSV.
Sales KPI dashboard template
A sales KPI dashboard template with leading and lagging KPIs, written formulas, one owner per KPI, and a review cadence. Free PDF and CSV.
Weekly sales report template
A one-page weekly sales report template covering bookings, a pipeline movement bridge, forecast change by manager, and top risks. Free PDF and CSV.
SaaS metrics definitions sheet
SaaS metrics definitions for ARR, NRR, GRR, CAC, win rate, and more, with formulas, inclusions, owners, and worked examples. Free PDF and CSV.
Sales rep scorecard
A monthly sales rep scorecard that weights outcome and input metrics, caps overachievement, and turns the score into a coaching focus. Free PDF and CSV.
Board deck sales metrics template
The board deck sales metrics that matter on five to six slides: ARR bridge, plan vs actual, coverage, retention, efficiency, and capacity. Free PDF.
Sales funnel conversion calculator
A sales funnel calculator that back-solves required leads, MQLs, meetings, and opportunities from a bookings target, by channel. Free CSV.
CAC payback calculator
A CAC payback calculator on gross margin, by segment and channel, with fully loaded CAC and a worked example of what blending hides. Free PDF and CSV.
Net revenue retention calculator
A net revenue retention calculator for cohort NRR and GRR by segment, with expansion, contraction, and churn broken out separately. Free CSV.
LTV to CAC calculator
An LTV CAC calculator that uses gross margin, caps the assumed customer lifetime, and shows how uncapped lifetimes inflate the ratio. Free CSV.
Monthly business review template
A monthly business review template for the go-to-market team: 90-minute agenda, plan vs actual scorecard, written memo, and decision log. Free PDF.
Sales velocity calculator
A sales velocity calculator using opportunities, win rate, deal size, and cycle length, with lever sensitivity and a by-segment view. Free PDF and CSV.
Sales efficiency (magic number) calculator
A SaaS magic number calculator with revenue, net new ARR, and gross-margin variants, plus bookings per dollar of sales and marketing. Free CSV.