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SalesOpsClub

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

Showing 13 of 13 templates

All templates

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.

    6 sectionsPDF + 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.

    5 sectionsPDF + 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.

    7 sectionsPDF + 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.

    5 sectionsPDF + 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.

    5 sectionsPDF + 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.

    5 sectionsPDF

  • 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.

    5 sectionsCSV

  • 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.

    6 sectionsPDF + 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.

    5 sectionsCSV

  • 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.

    6 sectionsCSV

  • 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.

    6 sectionsPDF

  • 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.

    6 sectionsPDF + 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.

    5 sectionsCSV

Other template categories

For the software that automates this work, browse by software category, run side-by-side comparisons, or look up a metric in the sales ops glossary.