How every reported number is computed, how it is cut, where it comes from, who answers for it, and which meeting reads it. Definitions only; targets live in the plan.

GTM Operating Model › Revenue Operations › Metrics
Metrics definitions
Definitions only; targets live in the plan, not here. Each row says how the number is computed, how it is cut, which system it comes from, who answers for it, and which meeting on the operating cadence reads it.
Metric
Definition · computed as
Grain · cut by
Source
Owner
Read in
FUNNEL
Pipeline created
sum of the opening amount of opportunities created at the SQL gate in the period; counted once at creation, so later amount changes do not re-count it
segment, source, rep, period
CRM opportunities
CRO; each source leader for their channel
weekly pipeline review; monthly business review
Speed to first touch
time from routing (owner assigned) to the first logged activity by that owner; reported as the median, plus the count of records that missed the routing SLA
source, segment, SDR or AE, week
routing log, CRM activities
SDR lead
weekly funnel and routing check
MQL to SQL conversion
records that passed the SQL gate ÷ records that became MQL (marketing-qualified), for the MQLs created in a given month, read once that month's cohort has had time to mature
source, segment, campaign, MQL cohort month
lifecycle state history on person and account
Marketing with the SDR lead
weekly funnel and routing check; quarterly definitions and systems review
Stage conversion
opportunities that left a stage forward ÷ opportunities that entered it, by creation cohort; a stage skipped forward counts as passed
stage, segment, source, rep, creation cohort
stage history
RevOps
weekly pipeline review; quarterly definitions and systems review
Win rate
closed-won ÷ (closed-won + closed-lost), for opportunities that reached a decision in the period; also cut by creation cohort so a slow quarter cannot flatter it. Counted by number of deals; a value-weighted version is labelled as such
segment, source, rep, creation cohort, period
CRM opportunities, stage history
sales leaders
monthly business review; quarterly business review
Sales cycle
median days from opportunity created to closed-won, for opportunities won in the period; closed-lost deals are excluded
segment, source, opportunity type
stage history
sales leaders
monthly business review
Average new deal ARR
new ARR (annual recurring revenue) from closed-won new-business opportunities ÷ the number of those opportunities, in the period
segment, source, rep, period
CRM opportunities, billing ARR mirror
sales leaders
monthly business review
PIPELINE AND FORECAST
Pipeline coverage
open pipeline with a close date in the period ÷ the bookings plan still remaining for the period; read for this quarter and next
segment, team, rep, forecast category, period
CRM opportunities; plan from Finance
RevOps
weekly pipeline review; weekly forecast call
Forecast accuracy
(call − actual) ÷ actual, with the call taken at the same fixed week of every quarter; kept signed so over-calling and under-calling stay visible; reported separately for rep roll-up, stage-weighted pipeline and top-down capacity
method, rep, manager, segment, quarter
weekly forecast snapshots, bookings
RevOps
monthly business review; quarterly business review
Sourced pipeline
pipeline created, split by the sourced channel stamped on the opportunity at the gate (inbound, outbound, partner, product-led); each opportunity has exactly one source, so the channels add up to the total
channel, segment, period
CRM opportunities
RevOps
monthly business review
Influenced pipeline
pipeline created on opportunities with at least one qualifying touch from the channel or campaign before the gate, under the attribution rules; one opportunity counts for several channels, so this never adds up to the total
channel, campaign, segment, period
touchpoints
Marketing ops with RevOps
monthly business review; quarterly business review
REVENUE
Bookings
new ARR signed in the period: closed-won new business and expansion, by close date; a renewal at the same price adds nothing, and price uplift at renewal counts as expansion
segment, opportunity type, rep, period
CRM closed-won opportunities, reconciled to billing
CRO; locked by Finance at close
weekly forecast call; monthly comp and close
Net new ARR
ending ARR − starting ARR for the period, shown as the waterfall: new + expansion − contraction − churn
segment, waterfall component, period
warehouse ARR snapshots
Finance with RevOps
monthly business review
GRR
gross revenue retention: (starting ARR − churn − contraction) ÷ starting ARR, for the same customer cohort over the trailing twelve months; excludes expansion
segment, customer cohort, period
warehouse ARR snapshots
Customer Success lead
monthly business review; quarterly business review
NRR
net revenue retention: (starting ARR − churn − contraction + expansion) ÷ starting ARR, same cohort and window as GRR
segment, customer cohort, period
warehouse ARR snapshots
Customer Success with Account Management
monthly business review; quarterly business review
Logo churn
customers with ARR at the start of the period and none at the end ÷ customers with ARR at the start; partial losses are contraction, not logo churn
segment, customer cohort, churn reason, period
warehouse ARR snapshots
Customer Success lead
monthly business review; quarterly business review
Time to first value
median days from closed-won to the first-value gate: the success criterion in the handoff record, met and confirmed by the customer; self-serve uses the activation event
segment, product, closed-won cohort
CS platform, product usage
Implementation lead
monthly business review
TEAM AND EFFICIENCY
Quota attainment
bookings credited to the rep under the comp plan's crediting rules ÷ the rep's quota for the period
rep, team, segment, ramped or ramping, period
commissions system, CRM bookings
sales leaders; calculated by RevOps
monthly comp and close; quarterly business review
Ramped rep productivity
bookings from fully ramped reps ÷ the number of fully ramped reps in the period, with ramped status taken from the capacity model
segment, team, tenure band, period
CRM bookings, headcount roster
RevOps
quarterly business review
CAC
customer acquisition cost: sales and marketing cost ÷ new customers acquired in the period, with cost fully loaded from the finance close
segment, channel where cost can be assigned, period
finance ledger, CRM closed-won
Finance
monthly business review; quarterly business review
CAC payback
sales and marketing cost ÷ (new ARR × gross margin), expressed in months: how long the gross profit from new customers takes to repay what it cost to win them
segment, period
finance ledger, billing new ARR
Finance
monthly business review; quarterly business review
Every metric is computed in the warehouse from these definitions, so the same number appears in every meeting and every tool. A metric that is not on this page is not reported to the executive team. Changes to a definition go through the quarterly definitions and systems review, are versioned, and are announced before the next reporting period.

How to read this

  • Most metric fights are definition fights: two teams computing win rate over different denominators. Writing the denominator and the time window into one row ends that argument before the meeting.
  • Cohort cuts are there on purpose. Win rate and conversion by creation cohort cannot be flattered by a slow quarter the way period-based numbers can.
  • Sourced pipeline adds up to the total because every opportunity has exactly one source. Influenced pipeline never adds up, and is reported as overlap, not as a share.
  • Forecast accuracy is kept signed and taken at the same week every quarter, so a habit of over-calling or under-calling shows up by rep and by method.
  • If a number is not on this page it does not go to the executive team. Changes go through the quarterly definitions review.

Where it connects

Diagram source: 16-metrics.drawio 16-metrics.svg