RevOps Reporting Package

Weekly/monthly GTM metrics package with narrative context

12 minutesManual: 2-3 hours

Generates a complete reporting package with metrics, trend analysis, and narrative context. Goes beyond numbers to explain why metrics moved. Adapts format based on audience: board-level summary, leadership detail, or team operational view.

Workflow Steps

1

Data Aggregation

/revops

Pull metrics across CRM, marketing, and finance systems

2

Trend Analysis

/excel-work

Compare to prior periods, calculate growth rates and trajectory

3

Narrative Generation

/produce-content

Write the story behind the numbers: what moved and why

4

Format Adaptation

/produce-content

Produce board, leadership, and team versions from same data

Example

Monthly GTM metrics package. The workflow pulls 24 metrics, identifies that pipeline generation dropped 18% but conversion improved 22% (net positive), generates a narrative explaining the efficiency gain from ICP tightening, and produces 3 versions: a 1-page board summary, 4-page leadership deck, and team-level operational dashboard.

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Built and maintained by Victor Sowers at STEEPWORKS