revenue-reportinglisted

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.
mbfinotti/revops-skills · ★ 0 · Data & Documents · score 73

Install: claude install-skill mbfinotti/revops-skills

# 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 Ask before proposing anything. One question per message; offer multiple-choice options when possible. Skip anything already answered. - What is the business model - B2B contract subscription, usage/consumption-based, PLG/self-serve, B2C/transactional/marketplace, or mixed? - Which artifact is being built - quarterly board deck, monthly executive review, weekly revenue review, an investor update, or the whole cadence stack? - What stage is the company - pre-institutional, early venture, growth, or late? (The spine tightens and shifts with stage.) - What exi