Operate demo

Is this plan moving the needle?

The GTM operating system tracks the plan against the metrics it is supposed to move, every week, not just at board meeting time. This is a sample plan, not a replacement for a CRM dashboard.

Illustrative demo

This is Tavolo Systems, a sample portfolio company, showing what the Operate dashboard looks like once a plan and weekly numbers are in place.

Tavolo Systems, Dana Reyes, and Meridian Growth Partners are fictional, illustrative data used to demonstrate the product. No real company, investor, or person is represented.

Plan scoreboard

Monday pipeline council
Pipeline Coverage · Expected up
Baseline: Pipeline coverage was thin at the Diagnose baseline. The weekly council keeps it visible instead of a quarterly surprise.
3.4:1
+0.11:1 (+3.3%) vs last weekOn trackBehind target
Weekly forecast call, commit categories reviewed deal by deal
Win Rate · Expected up
Baseline: Win rate lagged while the forecast did not reconcile at the Diagnose baseline. The weekly cadence is meant to convert more of what the forecast already claims.
35.0%
+1.0pp vs last weekOn trackOn target
Monthly operating review, stage-exit adherence
Net New ARR · Expected up
Baseline: New ARR creation had slowed into the Diagnose baseline. Stage-exit discipline is meant to convert more of the pipeline that already exists.
$169K
+$2,198 (+1.3%) vs last weekOn trackOn target
Monthly operating review, discount exception log
Churn · Expected down
Baseline: Retention health was one of the weakest dimensions at the Diagnose baseline. Discount governance is meant to protect the accounts most likely to churn, not just the ones most likely to complain.
9.0%
+3.0pp vs last weekOff track

Tracked metrics

Pipeline Coverage

Manual

3.4:1

+0.11:1 (+3.3%) vs last weekBehind target · Prove-quarter coverage target

Win Rate

Manual

35.0%

+1.0pp vs last weekOn target · Prove-quarter win rate target

Net New ARR

Manual

$169K

+$2,198 (+1.3%) vs last weekOn target · Prove-quarter net new ARR target

ARR/MRR

Manual

$35.3M

+$314,287 (+0.9%) vs last week

Churn

Manual

9.0%

+3.0pp vs last week

NRR

Manual

104.0%

Unchanged vs last week

What changed

Churn
+3.0pp vs last week
Pipeline Coverage
+0.11:1 (+3.3%) vs last week
Win Rate
+1.0pp vs last week
Net New ARR
+$2,198 (+1.3%) vs last week
ARR/MRR
+$314,287 (+0.9%) vs last week

Run this on your own numbers, and keep the board pack on the same figures.

Build a board pack

Is this plan moving the needle?

Tracked metrics

Command Palette