RevOps Audit
Reporting & Metrics Audit(Free Download)
Consulting-grade audit: 40 criteria across data accuracy, reporting coverage, metric alignment, and dashboard adoption—normalized scores, health bands, gap analysis, and CSV export.
Template preview
Reporting & metrics audit
What's included
Overview, scoring guide (0–5), 40-criteria audit with notes, KPI alignment matrix, pillar & overall health scores, formulas (normalized + equal-weight), performance classification, strategic auto-insights, gap analysis & action plan, recommendations from low scores; localStorage + CSV export.
criteria40
pillars4
Automation rules
- Flags strategic themes when any pillar score <50
- Executive summary highlights weakest pillar by average score
Dashboards & views
- Executive summary
- KPI matrix
- Pillar cards
- Gap & action plan
Template specs
Difficulty
Advanced
Setup time1–2 hours
IndustryUniversal
Plan required
Free
Updated 2026-04-09
No credit card · Free forever
Interactive framework for RevOps, Finance, and leadership to validate revenue reporting against business goals. Ten criteria per pillar (0–5 scale with explicit level definitions): Data Accuracy (reconciliation, revenue recognition, forecast vs actual, duplicate reports); Reporting Coverage (full funnel, Sales/Marketing/CS, cohorts, pipeline, LTV/churn, board-to-ops map); Metric Alignment (objectives, CAC/LTV, vanity avoidance, KPI dictionary, board vs ops); Dashboard Usability & Adoption (clarity, usage, latency, roles, actionability, governance). Computes category scores 0–100, overall reporting health 0–100, equal-weight pillar average, performance classification (Unreliable → Strategic Decision Engine), auto strategic insights, criterion recommendations for low scores, executive summary and KPI matrix in-app, local save, Export CSV for Excel/Sheets/Notion/PDF.
The Problem This Solves
Board and operating metrics conflict, dashboards multiply without ownership, and finance cannot trust GTM numbers—decisions slow down or misfire.
Who It's For
RevOps, FP&A, CFO office, BI/analytics, sales and marketing leadership, and anyone accountable for revenue reporting integrity.
Use Cases
- Prove reconciliation between CRM, billing, and finance before a funding round or audit
- Find blind spots in funnel, retention, and expansion reporting
- Retire misleading KPIs and align definitions to strategy
- Increase dashboard adoption with role-tailored, actionable views
How to Use This Template
- 1
Score each criterion using the 0–5 rubric; add evidence in row notes
- 2
Review pillar scores, overall health, and weakest-category callout
- 3
Capture gaps and owners in Gap analysis and Action plan
- 4
Export CSV for stakeholders and attach to QBR or governance cadence
Inside the template: sample data
The exact rows that ship with the Reporting & Metrics Audit download — replace them with your own records after import.
| Pillar | Example focus | Sample score |
|---|---|---|
| Data Accuracy | CRM–finance reconciliation | 3 |
| Reporting Coverage | Funnel + cohort + expansion | 3 |
| Metric Alignment | KPI dictionary + board vs ops | 4 |
| Dashboards & Adoption | Role views + usage | 3 |
Frequently Asked Questions
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