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revenue-reporting

mbfinotti/revops-skills

Define the metric set and narrative structure for an executive or board revenue report so it tells one coherent story - a small stable metric spine, locked definitions, an answer-first narrative around plan vs actual vs forecast, presenting a miss without surprising the board, the reconciliation and sign-off chain, and weekly vs monthly vs quarterly cadences. Use whenever the user mentions a board revenue report, exec deck metrics, the QBR revenue section, a monthly revenue review, an investor update, or a board deck that reads as a data dump - even if they never say "reporting". Covers B2B subscription, B2C, transactional, usage-based, and PLG. Do NOT use for designing the org-level KPI hierarchy - use mbfinotti/revops-skills@revenue-kpi-framework instead.

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安装命令

npx skills add https://github.com/mbfinotti/revops-skills --skill revenue-reporting

SKILL.md

Revenue Reporting

Build the executive or board revenue report as one coherent story: a small, stable metric spine wrapped in an answer-first narrative organized around plan vs. actual vs. forecast. The hard part is rarely the arithmetic - it is agreeing on definitions, reconciling the CRM record against the finance record, and making sure the board never learns bad news live.

Scope boundary, stated up front:

In scope:

  • What goes in the report and how it reads.
  • The number and its confidence.

Out of scope:

  • Building a dashboard in any specific BI tool.
  • Designing the org-level KPI framework (which metrics matter at which org level and how they roll up) - a separate strategy exercise outside this repository.
  • Investigating why a forecast was wrong - hand that to mbfinotti/revops-skills@sales-forecast-diagnostic, then use this skill to turn the finished diagnosis into the board narrative.

Interview

相关 Skills

revenue-kpi-frameworkmbfinotti/revops-skillsDesign the org-wide revenue KPI framework at the macro level - which metrics matter at each org level from board to IC, how they roll up through a reconciling metric tree with explicit math, who owns each branch, which guardrail counter-metrics ride alongside each owned number, and how the set is gated by company stage and business model. Use whenever the user mentions a revenue KPI framework, a metric hierarchy, a KPI tree, a North Star metric, driver metrics, guardrail counter-metrics, NRR, or which revenue metrics each org level should track - even if they never say "framework". Covers B2B and B2C. Do NOT use for writing the board report itself - use mbfinotti/revops-skills@revenue-reporting instead.设计与多媒体2.4万sales-pipeline-hygienembfinotti/revops-skillsRun a periodic, checklist-based hygiene audit over an active pipeline snapshot - stale deals (no stage, close date, or amount change, not logged touches) flagged against segment-specific stage medians, close-date push-count anomalies, and missing forecast-critical fields - producing an exception list with a disposition per flagged deal, a remediation plan, and a pass threshold. Use whenever the user mentions pipeline hygiene, a stale deal audit, pipeline cleanup before a QBR, deals that keep pushing, a close date that keeps slipping, missing fields on deals, or "our pipeline is full of junk" - even if they never say "hygiene". Covers B2B and B2C/high-velocity/PLG. Do NOT use for rewriting stage definitions - use mbfinotti/revops-skills@pipeline-stage-definition-audit instead.测试与安全2.4万revops-kickoffmbfinotti/revops-skillsBefore starting any RevOps or Sales Ops task, and at the start of every session on an ongoing RevOps project, run this first - it routes the task to exactly one skill of the revops-skills collection or says plainly that none fits, and bootstraps or resumes the project's shared, versioned context artifact so the next session starts warm instead of cold, ending in a short-list plus an ordered skill chain. Run it even when the collection's other skills are already used daily - a new project is a new context. Also use whenever the user mentions a revops kickoff, a new RevOps project, a revops project start, revops or crm skill routing, a periodic RevOps check-in, a recurring RevOps review, "which revops skill do I need", or "where do I start with RevOps" - even if they never name a skill, and even if the request looks like it already belongs to one specific skill. Do NOT use for routing quota-carrying sales tasks - use mbfinotti/sales-skills@sales-kickoff instead.营销与写作2.4万revenue-funnelmbfinotti/revops-skillsDesign a company's revenue funnel model from scratch, at the macro level - the stage set, the unit of analysis (lead, buying group, account), the model purpose (process vs planning vs forecast), the cohort-based conversion assumptions behind the plan, and the ownership handoffs between marketing, sales, and CS. Use whenever the user mentions funnel design, funnel stages, a funnel model, conversion rate assumptions, a bowtie model, a demand waterfall, MQL to SQL to opportunity definitions, or marketing-sales handoff design - even if they never say "funnel". Covers B2B and high-consideration B2C. Do NOT use for auditing an existing pipeline's stage definitions - use mbfinotti/revops-skills@pipeline-stage-definition-audit instead.营销与写作2.4万revops-hiringmbfinotti/revops-skillsBuild the complete hiring packet for a RevOps or Sales Ops role - archetype and level decision, outcome scorecard, interview stage map with a competency question bank and anchored rating scales, a work-sample exercise with rubric and debrief, and a 30-60-90 ramp plan branched on seniority and archetype. For the hiring manager or founder recruiting the hire. Use whenever the user mentions hiring a RevOps manager, sales ops interview questions, a RevOps take-home exercise, a scorecard for a first ops hire, or a 30-60-90 for a new ops hire - even if they never say "hiring packet". Does not source candidates or post jobs. Do NOT use for a candidate's own interview prep - use mbfinotti/revops-skills@revops-career instead.智能体工作流2.4万pipeline-stage-definition-auditmbfinotti/revops-skillsAudit existing sales pipeline stage definitions against buyer-verifiable milestones and flag the ones built on rep activity instead. Core test - does each stage exit criterion name something the buyer did, said, or agreed to, checkable by two managers independently? Adds stage aging, conversion decay, stage-skip rate, and close-date push diagnostics. Use whenever the user mentions stage definitions, stage exit criteria, stage inflation, stages named after rep activity ("demo scheduled", "proposal sent"), "our stages don't mean anything", or "why is everything stuck in one stage" - even if they never say "audit". Covers enterprise and high-velocity pipelines, B2B and B2C. Do NOT use for designing a funnel stage set from scratch - use mbfinotti/revops-skills@revenue-funnel instead.测试与安全2.4万