Monthly/Quarterly GTM Reporting Pack - Project Details / Task List
Tag: gtm-reporting-pack
Total Hours: 30h
Structure: Single Milestone (<=50h)
Milestone: Monthly/Quarterly GTM Reporting Pack
Description: A strategic project that creates a polished, repeatable reporting deck compiling all key GTM metrics—anchored by the Power 10 GTM Metrics—along with operational KPIs for each function, used for MBRs, QBRs, executive leadership updates, investor reporting, and board presentations.
Task List: (GTM Reporting Pack) 1. Discovery & Data Consolidation
Contains: Parts 1-2
| Task | Est | Description |
|---|---|---|
| 1. Identify Audiences and Use Cases | 2h | Map all stakeholders who will consume the reporting pack and document their specific needs. End state: Clear audience matrix with use cases, detail levels, and frequency requirements. • Interview key stakeholders (CEO, CFO, VP Sales, VP Marketing, Board members if accessible) • Document primary use cases: MBRs, QBRs, board meetings, investor updates, all-hands • Identify detail level requirements per audience (executive summary vs. operational drill-down) • Determine delivery frequency and format preferences (slides, PDF, live dashboard) • Capture any existing reporting pain points or trust issues with current data |
| 2. Audit Current Reporting State | 2h | Assess existing reports, data sources, and metric definitions across teams. End state: Gap analysis showing what exists vs. what's needed, plus data source inventory. • Collect all existing monthly/quarterly reports from each function (Sales, Marketing, CS, Finance) • Document current metric definitions and identify inconsistencies across teams • Inventory data sources: CRM, marketing automation, CS platform, finance systems • Identify metrics that are manually calculated vs. automated • Flag data quality issues, missing metrics, or definition conflicts between teams |
| 3. Define Metric Framework | 2h | Confirm the Power 10 GTM Metrics and operational KPIs to include with consistent definitions. End state: Approved metric list with standardized definitions, owners, and data sources. • Map Power 10 GTM Metrics to client's specific context and naming conventions • Define operational KPIs for each function (Sales, Marketing, CS, Finance) • Establish calculation methodology and data source for each metric • Assign metric owners responsible for data accuracy • Get stakeholder sign-off on metric definitions to prevent future disputes |
| 4. Map Data Sources to Metrics | 2h | Connect each approved metric to its authoritative data source and document extraction requirements. End state: Data architecture map showing metric → source → extraction method. • Create metric-to-source mapping document • Identify primary vs. secondary data sources for each metric • Document API access, export methods, or manual pull requirements • Flag metrics requiring cross-system calculations (e.g., CAC needs marketing + sales data) • Identify refresh frequency capabilities for each source |
| 5. Build Data Extraction Process | 2.5h | Establish repeatable process for pulling data from all sources on a scheduled basis. End state: Documented extraction workflow with automation where possible. • Set up scheduled exports or API pulls from primary systems • Create data staging area (spreadsheet or lightweight database) • Build validation checks to catch data anomalies (nulls, duplicates, outliers) • Document manual steps required and time estimates • Test full extraction cycle and document any issues |
| 6. Validate Historical Data | 2.5h | Pull and verify 3-6 months of historical data to establish baselines and validate accuracy. End state: Verified historical dataset ready for trend analysis. • Extract historical data for all approved metrics (minimum 3 months, ideally 6-12) • Cross-reference against known benchmarks (previous board decks, finance actuals) • Reconcile discrepancies between sources • Document any data gaps or periods with unreliable data • Get stakeholder validation that historical numbers are accurate |
Task List: (GTM Reporting Pack) 2. Deck Build & Enablement
Contains: Parts 3-4
| Task | Est | Description |
|---|---|---|
| 7. Design Deck Structure and Layout | 2h | Create the logical flow and visual framework for the reporting pack. End state: Approved deck skeleton with section headers, slide types, and navigation. • Define deck sections: Executive Summary, Power 10 Metrics, Function Deep-Dives, Appendix • Design slide templates for different content types (scorecards, trends, commentary) • Establish visual hierarchy: what metrics get prominence vs. supporting detail • Create consistent color coding for performance indicators (green/yellow/red) • Build navigation system for longer decks (table of contents, section dividers) |
| 8. Build Executive Summary Section | 2.5h | Create the high-impact opening section that tells the business story at a glance. End state: 3-5 slide executive summary with key takeaways and Power 10 metrics. • Design one-page business health scorecard with Power 10 metrics • Create trend visualization showing month-over-month or quarter-over-quarter changes • Build "Top 3 Wins / Top 3 Concerns" commentary section • Include forward-looking indicators (pipeline coverage, forecast vs. target) • Ensure section can stand alone for time-constrained audiences |
| 9. Build Functional Deep-Dive Sections | 3.5h | Create detailed sections for each GTM function with operational KPIs. End state: Dedicated section per function with relevant metrics and insights. • Build Sales section: pipeline metrics, conversion rates, rep productivity, forecast accuracy • Build Marketing section: funnel metrics, channel performance, CAC components, attribution • Build Customer Success section: retention, expansion, NPS/health scores, churn drivers • Build Finance/ARR section: revenue actuals, cohort analysis, unit economics • Ensure consistent formatting across all functional sections |
| 10. Create Appendix and Data Documentation | 1.5h | Build supporting materials for drill-down questions and methodology transparency. End state: Appendix with detailed data, definitions, and methodology notes. • Create metric definition glossary with calculation formulas • Build detailed data tables for those who want to see raw numbers • Document data sources and refresh dates • Include methodology notes for complex calculations (attribution, CAC, LTV) • Add contact information for metric owners/questions |
| 11. Create Update Runbook | 1.5h | Document the step-by-step process for updating the reporting pack each period. End state: Written SOP that internal team can follow independently. • Document data extraction steps with screenshots and timing • Create update checklist covering each section of the deck • Specify review and approval workflow before distribution • Include troubleshooting guide for common data issues • Establish timeline: when to start, when to complete, when to distribute |
| 12. Train Internal Team | 2h | Enable client team to own ongoing updates and maintenance. End state: Team trained and confident in updating the pack independently. • Schedule training session (60-90 min) with designated report owners • Walk through full update cycle using the runbook • Cover common data issues and how to resolve them • Practice making updates with team observing • Record session for future reference and new team member onboarding |
| 13. Conduct First Live Cycle | 2h | Support the first independent update cycle to ensure smooth handoff. End state: Client successfully produces first update with minimal support. • Shadow team during first data pull and update cycle • Provide real-time support for questions or issues • Review completed deck before distribution • Collect feedback on runbook clarity and process gaps • Refine documentation based on first cycle learnings |
| 14. Complete Project Handoff | 1.5h | Transfer all materials and establish ongoing support cadence. End state: Client fully owns the reporting pack with clear escalation path. • Deliver final documentation package (runbook, templates, metric definitions) • Transfer any automation scripts or data connections to client ownership • Establish escalation path for future questions • Schedule 30-day and 90-day check-ins • Close out project and transition to maintenance support if applicable |
Summary
- Total Task Lists: 2 (consolidated from 4 Parts)
- Total Tasks: 14 (one per Step)
- Total Hours: 30h
- Generated from: playbook_monthly-quarterly-gtm-reporting-pack.md
- Generated on: 2025-12-31