Description
Description: This starter pack helps you build a no-code revenue operations dashboard that leaders will actually read. You will select a minimal metric set—pipeline, win rate, cycle time, average selling price, expansion, and churn—so focus stays sharp. You will import CSVs from your CRM or spreadsheets and connect them to a prebuilt model. You will define snapshot logic so week-over-week changes are visible and credible. You will create a one-page executive view with trend arrows, thresholds, and annotated notes. You will add a cohort sheet for new vs. returning clients and a simple forecast based on moving averages. You will implement a data glossary so definitions survive team changes. You will publish a view-only link and a change log to earn trust. You will schedule a 10-minute weekly readout that turns data into decisions. You will finish with a living dashboard that replaces opinion with signal.
Format: Spreadsheet model (Sheets/Excel), sample data, executive one-pager, cohort & forecast sheets, and data glossary template.
Duration: 90 minutes to connect data; 15 minutes weekly to refresh.
What You’ll Learn: KPI selection; no-code modeling; snapshot & trend reporting; cohorts; lightweight forecasting; data governance basics.
Target Audience: Founders and managers who want clear revenue signals without a full analytics stack.
English