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GTM Revenue Operations Dashboard

A 5-page Power BI dashboard built to analyze pipeline health, rep performance, territory balance, and forecast trends.

🔗 Dashboard attached as PDF Below.

Pages

Page Description
GTM Executive Health KPIs, pipeline trend, stale accounts
Coverage Gaps & Whitespace High-ICP unassigned accounts
Rep Performance Workload, activity, conversion rate
Forecast & Pipeline Analytics WoW trend, commit vs best case
Territory Health Account distribution, quota vs pipeline

Screenshots

GTM Executive Health

GTM Executive Health

Coverage Gaps & Whitespace

Whitespace Accounts

Rep Territory Balance

Rep Territory Balance

Pipeline Coverage

Pipeline Coverage

Activity Effectiveness

Activity Effectiveness

Forecast Trend

Forecast Trend

Stale Accounts

Stale Accounts

SQL Techniques Used

  • Window functions (LAG, RANK, ROW_NUMBER)
  • CTEs (Common Table Expressions)
  • Aggregations, CASE statements, date math
  • 7 queries across coverage, forecast, rep, and territory analysis

Tools

Power BI Desktop · SQL · Excel

About

5-page GTM RevOps dashboard in Power BI — pipeline forecasting, rep performance, territory balance & whitespace analysis using 7 SQL queries

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