RevOps Audit
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RevOps Maturity Assessment(Free Download)
Consulting-grade RevOps scorecard with 50 criteria across People (12), Process (13), Technology (12), and Data (13), using a 0–5 scale with automated 0–100 normalization.
Template preview
Maturity scorecard
What's included
Overview and instructions, 0–5 scoring guide, 50-criteria table, automated pillar/overall scoring, maturity-tier classification (Initial to Leading), and recommendation roadmap. Includes formulas for raw-to-normalized conversion plus equal and weighted aggregation.
criteria50
pillars4
people Items12
process Items13
technology Items12
data Items13
Automation rules
- Pillar score <50 → show targeted guidance for that pillar
- Question score ≤2 → surface criterion-specific recommendation
Custom fields
Per-question score
Optional notes
Weight (1 per criterion)
Dashboards & views
- Overall maturity
- Pillar breakdown
- Strengths and gaps
- Recommendation list
Template specs
Difficulty
Advanced
Setup time1–2 hours
IndustryUniversal
Plan required
Free
Updated 2026-03-21
No credit card · Free forever
Polished RevOps maturity template designed for SaaS and B2B teams across Sales, Marketing, and Customer Success. Includes 50 specific criteria with scoring guidance (0 = Non-existent to 5 = Best-in-class), pillar-wise and overall normalized scoring (0–100), equal and weighted aggregation formulas, maturity classification output, and actionable recommendations. The template is formatted for Excel, Google Sheets, Notion, and PDF workflows with clear sections for overview, scoring guide, assessment table, summary, and next-step roadmap.
The Problem This Solves
Teams lack a shared diagnostic for RevOps maturity and invest ad hoc in tools and headcount without knowing which pillar caps growth.
Who It's For
RevOps leaders, CROs, VPs of Sales/Marketing/CS, and consultants benchmarking GTM operations.
Use Cases
- Baseline maturity before a systems or org redesign
- Align leadership on gaps in people, process, technology, and data
- Export client-ready assessments for board reviews, QBRs, and RevOps planning workshops
How to Use This Template
- 1
Open the interactive scorecard from the template page
- 2
Complete each pillar tab; assign 0–5 per question and add optional notes
- 3
Review automated results: pillar scores, overall score, maturity tier, and recommendations
- 4
Export for Excel / Google Sheets / Notion / PDF workflows and reassess quarterly
Inside the template: sample data
The exact rows that ship with the RevOps Maturity Assessment download — replace them with your own records after import.
| Section | Formula / Output | Example |
|---|---|---|
| People score | (SUM(People scores)/(12*5))*100 | 0–100 |
| Process score | (SUM(Process scores)/(13*5))*100 | 0–100 |
| Technology score | (SUM(Technology scores)/(12*5))*100 | 0–100 |
| Data score | (SUM(Data scores)/(13*5))*100 | 0–100 |
| Overall (equal pillars) | (People+Process+Technology+Data)/4 | 0–100 |
| Overall (weighted) | (People*Wp+Process*Wr+Technology*Wt+Data*Wd)/(Wp+Wr+Wt+Wd) | 0–100 |
| Maturity tier | 0-20 Initial, 21-40 Developing, 41-60 Defined, 61-80 Advanced, 81-100 Leading | Band label |
Frequently Asked Questions
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