The Analytical Sales VP’s Essential List of Sales Analyses

Here are the lists of analyses and reports that you can use to manage GTM (mostly Sales & Marketing). Some of these are contextual and there are additional analyses I’d do for different types of companies but if you are running a B2B sales & marketing org in SaaS then these lists below will typically be ones that you will use regularly to assess how to hit and over-attain your sales targets by optimizing the entire funnel from Lead Gen > SDRs > AEs and all the way to Closed-Won sales.

Here is a list of Weekly Sales & Marketing Analyses – please note that some of these would also be reviewed monthly and quarterly:

 

Here is also a list of Monthly (& Quarterly) Sales Analyses that you would want to review on a monthly basis (they complement and add more insights in addition to the ones you review weekly):

And these are the Monthly (& Quarterly) Marketing Analyses:

 

What else? What are your thoughts on the key analyses and reports you need to have as a Quant CRO / VP of Sales & Marketing?

Also, if you would like to get a spreadsheet with some examples of these or want to bounce ideas on how to manage sales in an analytical way then please feel free to contact me – https://www.zorian.com/contact/

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