Free RevOps Reports & Dashboard Cheat Sheets

What's the difference between assessing deal health and assessing pipeline health, and why does the cheat sheet treat them separately?

Deal health is about inspecting individual opportunities — next steps, multi-threading, access to power, methodology completion. Pipeline health is about aggregate patterns — coverage ratios, stage conversion rates, pipeline velocity, win rates. You need both views, but they answer different questions: one tells you whether a specific deal is real, the other tells you whether your funnel is structurally sound.

Do I need Salesforce to use this cheat sheet, or does it work with other CRMs?

The cheat sheet is built around Salesforce as the system of record — references to activity capture, MEDDIC field sync, and forecast categories all assume Salesforce as the destination. The underlying logic applies to any CRM, but the specific automation examples (like auto-syncing meeting summaries or stage exit criteria fields) are Salesforce-native in how they're described.

Which of these reports and dashboards should I build first if I'm starting from scratch?

Start with the four core CRM fields — stage, amount, close date, and forecast category — because every other report in this cheat sheet depends on that data being accurate and consistently populated. Once those fields are clean, pipeline coverage and forecast vs. actuals become meaningful; before that, they're just noise dressed up as insight.

What data do I need in place before the conversation intelligence metrics — talk ratio, question rate, patience — are actually useful?

You need a consistent volume of recorded and transcribed calls mapped to opportunities in Salesforce, ideally auto-synced rather than manually logged. A handful of calls per rep won't give you reliable signal; you're looking for enough volume per rep per period to distinguish a pattern from a one-off bad call.

How do I know if my pipeline waterfall or stage conversion data is actually telling me something real versus reflecting bad CRM hygiene?

Check whether stage progression is being driven by reps manually updating fields or by stage exit criteria tied to actual deal activity. If reps are moving stages without completing required fields — close date, amount, methodology fields — your waterfall will show movement that doesn't reflect real deal progression, and your conversion rates will be misleading.

How often should I be reviewing the team performance metrics like email reply rate, meeting volume, and response time?

Weekly for activity volume and response time — these are leading indicators that shift fast and directly affect deal cycles. Talk ratio, question rate, and interactivity score are better reviewed monthly or tied to specific coaching cycles, since you need enough call data per rep to make the comparison meaningful rather than reactive.