Sales Tech Stack Audit(Free Download)
Professional 40-criterion sales & marketing tech stack audit: Cost (10), Adoption (10), Integration & Data Flow (10), ROI & Business Impact (10)—with tool inventory, 0–5 scoring, consolidation insights, and export.
Template preview
Tech stack audit
What's included
Overview, scoring guide, tool inventory table, 40-criteria audit, category and overall dashboard, performance classification, consolidation recommendations, and low-score actions; local save and CSV export.
Automation rules
- Category score patterns trigger consolidation insights
- Scores ≤2 surface criterion-level recommendations
Custom fields
Dashboards & views
- Four category scores
- Overall Tech Stack Score
- Classification
- Consolidation insights
Template specs
Updated 2026-04-09
No credit card · Free forever
Structured RevOps-style audit to evaluate your entire revenue stack (CRM, MAP, SEP, analytics, data, etc.) across four pillars. Each criterion is scored 0–5 with clear definitions; category scores normalize to 0–100 with an overall Tech Stack Score. Includes a tool inventory section, score summary dashboard, performance classification, automated consolidation and optimization insights (e.g. high cost + low adoption, overlap, weak integration, low ROI), and criterion-level remediation hints. Export-ready for Excel, Google Sheets, Notion, and PDF.
The Problem This Solves
Tool sprawl drives redundant spend, broken data flows, and unclear ROI. Without a single audit model, teams renew software on inertia instead of impact.
Who It's For
RevOps, Sales Ops, Marketing Ops, IT, finance partners, and leaders rationalizing GTM technology.
Use Cases
- Prepare for renewal negotiations and budget planning
- Find duplicate capabilities and consolidation opportunities
- Prioritize integration and data fixes before buying more tools
- Build an ROI-backed rationalization roadmap
How to Use This Template
- 1
List tools in the inventory (name, owner, cost, licenses)
- 2
Score all 40 criteria using the 0–5 guide; add notes where context varies by tool
- 3
Review category scores and overall classification
- 4
Apply consolidation insights and low-score recommendations to your backlog
- 5
Export CSV for workshops and executive readouts
Inside the template: sample data
The exact rows that ship with the Sales Tech Stack Audit download — replace them with your own records after import.
| Category | Formula | Output |
|---|---|---|
| Cost Efficiency | (SUM(Cost scores)/(10*5))*100 | 0-100 |
| User Adoption | (SUM(Adoption scores)/(10*5))*100 | 0-100 |
| Integration & Data Flow | (SUM(Integration scores)/(10*5))*100 | 0-100 |
| ROI & Business Impact | (SUM(ROI scores)/(10*5))*100 | 0-100 |
| Overall (normalized) | (SUM(all 40 scores)/200)*100 | 0-100 |
| Overall (equal categories) | (Cost+Adoption+Integration+ROI)/4 | 0-100 |
Frequently Asked Questions
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