Put the whole GTM funnel on one screen every week.
“I spend Monday morning stitching together five dashboards just to know how the week went. Is there a better way?”
The three numbers that matter, what changed week-over-week, and what needs attention across the funnel.
What this skill does
Pulls the whole go-to-market funnel onto one screen: what marketing generated, what pipeline did, how deals moved, and where retention stands. It surfaces the three numbers that matter this week, what changed since last week, and the handful of things that need attention, so a team starts the week aligned instead of digging.
Inputs
- Works today with: a few numbers per stage of the funnel, this week and last, from wherever you track them. Paste them or upload a CSV.
- More powerful connected to a CRM: it reads pipeline, deals, and retention automatically.
- Sharper with a BI tool or a sheet: pulls the trend and the prior weeks without a copy-paste.
- Sharper with a marketing or product tool: adds top-of-funnel and usage signals cleanly.
How it works
- 1The three numbers that matter
Pick the three that decide the week and put them first. Each with its value, its target, and the week-over-week move. If everything is a headline, nothing is. Three, chosen on purpose.
- 2Across the funnel
One line per stage: marketing generated, pipeline created and covered, deals moved, retention held. A digest is one screen. If it scrolls, it is a report, and it will not get read on a Monday.
- 3What changed
Week over week, not since the start of time. Name the moves that cross the change flag, up or down, and tie each to a cause you can see. A change with no cause is noise.
- 4What needs attention
The short list. Anything off plan, slipping, or going quiet, across any stage. Each item names the owner and the move. Attention without an owner is a shrug.
Output format
GTM WEEKLY DIGEST · Week of the 7th
The three
New ARR $110K wk vs $125K plan -12% wk/wk
Pipeline $210K created +18% wk/wk
Net retention 98% flat
Across the funnel
Marketing 240 MQLs (+8%), 34 SQLs
Pipeline $210K created, 3.0x coverage
Deals 4 advanced, 2 slipped, 1 closed
Retention 1 renewal booked, 1 account gone quiet
Needs attention
1. Sales: two deals slipped the week, ~$90K. Pull to a decision.
2. CS: Delta Co dark 30d with a renewal in 75d. Re-engage.
(Figures illustrative.)
Tips
- Exactly three headline numbers. A fourth headline means none of them is.
- The whole digest fits one screen. Length is a bug here, not thoroughness.
- Every change ties to a cause you can show, never an unsourced "up nicely."
- Attention items are owned. No owner, no action, no point.
Turn revenue data into a wrap-up that drives action.
A weekly or monthly recap that ends in decisions, not a dashboard screenshot: position vs plan, what moved, the risks, the next moves.
Build the pipeline report a review actually needs.
Coverage, creation, movement, and aging on one page, ending in the deals to decide this week.