RevOps Templates

Downloadable Templates and Calculators

A collection of downloadable templates to build your Revenue Operations frameworks


Customer Success Scorecard Template

Optimize your "post-close" operations with this scorecard template for your customer success team.

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Sales Rep Scorecard Template

Looking to jump-start your rep scorecards? Download this template we put together and fill in the blanks with your own numbers!

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Deal Desk Approval Framework Template

An easy-to-use framework for setting approval rules for when a deal has to be manually approved and by whom.

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GTM Tech Stack Decision Framework

Evaluation process and cost-benefit analysis template to help you decide on the tools you need for your GTM tech stack.

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The Revenue Metrics Calculation Template

A pre-built spreadsheet to input revenue data and calculate important revenue metrics such as ARR, MRR, TCV, and more.

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