QTD Revenue Scorecard

A high-level scorecard summarizing quarter-to-date performance across four critical GTM areas: Marketing, Sales, Revenue, and Retention. It displays key metrics including:

• Marketing: Web visitors, ad spend, emails sent, and MQLs
• Sales: Demos booked and completed, demo sit rate, pipeline value
• Revenue: New deals won, total deal value, average deal value, win rate
• Retention: Churned revenue, churned accounts, expansion revenue, net revenue retention (NRR %)

Each metric is shown with its current value, goal target, performance percentage vs. goal, and last fiscal year’s comparable data where available.

‍

This report gives GTM leaders a unified, real-time view of progress against targets, helping them:

• Track whether teams are on pace to meet quarterly goals
• Spot areas exceeding expectations or needing intervention
• Align marketing, sales, revenue, and retention teams on shared performance metrics
• Enable faster decision-making with a single source of truth for executive reviews, QBRs, or board updates

‍