The Ultimate Guide to Revenue Operations Metrics

Are You Tracking These Revenue Operations KPIs?

In this guide, we explain the key revenue metrics to track at each stage of your customer lifecycle.

From demand generation through to customer success, you need to understand what RevOps metrics impact your business.

 

What's in this guide?

Customers are demanding a top-notch experience from your organisation – better, faster, and more personalised. And they're not shy about voicing their opinions.

By using a good RevOps strategy, you can get more leads and convert them. You will also build long-term customer relationships with your important customers. But before you dive in, it's crucial to understand the RevOps metrics that drive your North Star metrics.

 
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Metrics That Drive Revenue Intelligence

A well-executed RevOps strategy should provide insight at every stage of the funnel. From Demand Generation to customer success, you need to understand what metrics impact your business to make informed decisions.

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Build these reports in HubSpot

Discover the possibilities of data analytics with HubSpot. You can effortlessly create every report showcased in this comprehensive guide within HubSpot. Analyse and visualise key metrics, track performance, and make data-driven decisions with ease. 

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Benchmark your metrics

Since 2020, Ebsta and Pavilion have looked at $37 billion in sales data. They help top businesses win more deals and shorten sales cycles. Use the following metrics to benchmark your sales velocity.

What Revenue Metrics Matter Most to Your Strategy?

Uncover the critical reports for improving sales velocity and boosting revenue growth.

  • North Star Metrics that provide a clear and focused way to track progress towards your company's goals.
  • Demand Generation Metrics to identify and improve traffic generation, engagement and revenue.
  • Sales Management Metrics that help you build a team of high-performers.
  • Service & Retention Metrics to improve customer retention and identify new revenue opportunities.

Demand generation and RevOps.

The goal of RevOps is to help you find the best channels to improve sales velocity. It also helps you build the right relationships at the right time with the right content. 

  • Boost traffic and revenue: These reports help you improve your channels. They also show what drives traffic and revenue growth. 
  • Targeted Marketing Efforts: Understand how your personas and ICPs contribute to revenue generation and optimise content accordingly.
  • Growth through multiple channels: Use data to inform how to drive channel growth so that you have a balanced split of effort.

 

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RevOps Demand Generation Dashboard
RevOps Sales Management Dashboard

Sales Management and RevOps

To build a team of high performers for your RevOps strategy, it's crucial to use data to improve processes and sales velocity.

 

  • Strong Qualification: Use these reports to create a clear qualification process. This will help you focus on the best leads and get better results.

  • Forecasting: Sales Management reports offer a structure for pipeline reviews and improving forecasting accuracy.

  • Win Rates: Prioritise the deals that are most likely to close and use data to understand the factors that contribute to greater win rates.

 

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RevOps Sales Management Dashboard

Service & retention and RevOps

To drive customer retention and identify new upsell opportunities, you need to collect and analyse the right data.

 

  • Data Insights from across the customer lifecycle: Analyse these reports to improve the customer experience and identify areas for improvement.

  • Check client health: Use your CRM to see where there are risks of losing clients and chances for upsells.

 

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What does a revenue growth agency do?

Six & Flow is your strategic go-to-market agency, helping B2B organisations connect people, processes & technology. 

We can optimise your CRM and train your team on the new process of data collection and prioritisation.

Discover purpose-driven analytics that allows you to identify pipeline deficiencies. With the right reports, you will see where your company is inefficient. You will also find chances to improve. 

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ROI by channel
Alice Robinson | Principal Strategist | Six & Flow

Track these RevOps KPIs

Break linear growth

We've created a guide on the metrics you should be tracking across the customer lifecycle. From Demand Generation to customer success, you need to understand what metrics impact revenue. 
Get the guide