01
Measure RevOps from the top down — start with the company, not the team
Anthony refuses to grade RevOps in a vacuum. The first question isn't 'is the RevOps team good?' but 'how well is the company doing against the plan RevOps helped set?' If the teams are hitting an integrated operating plan, that's the strongest signal RevOps is working.
Why it matters: Orient your RevOps scorecard around business outcomes and plan attainment first. Judging the function purely on its own activity or ticket volume misses the point of why it exists.
RevOps LeadersRevenue ExecutivesFounders
02
RevOps owns the integrated operating plan — that's its highest-leverage responsibility
One of the most important things a RevOps team should do is put together an integrated operating plan and then confirm the teams are achieving it. RevOps sits in a privileged position to unify the business as a strategic advisor, because it holds the metrics, the information, and cross-functional context no one else has.
Why it matters: Position RevOps as the strategic advisor that leads goal-setting and the operating plan, not just the team that maintains systems. That seat is where its measurable impact starts.
RevOps LeadersRevenue ExecutivesFounders
03
Judge RevOps by whether the departments it serves hit their plans
After the company-level view, Anthony looks at each department RevOps serves — sales, marketing, customer success, partnerships — and asks whether each is hitting its plan and expectations, and whether RevOps is enabling that. Concrete examples: faster proposal turnaround for sales, and enough channel-efficiency data for marketing to make adjustments as the year goes.
Why it matters: Tie RevOps performance to the success of its internal customers. If the functions you support aren't hitting plan or aren't well-served, that's a RevOps signal regardless of how busy the team looks.
RevOps LeadersSales LeadersMarketing Leaders
04
Run a deliberate feedback loop — RevOps is a service team, so use voice-of-customer
Anthony gathers feedback three ways: a weekly one-on-one with each functional leader (do they need data, technology, or strategic support?), an individual-contributor 'champion' — a rep or marketer who thinks outside their role — for first-hand day-to-day signal, and a formal RevOps satisfaction survey sent to everyone the team serves.
Why it matters: Instrument your internal customers the way a product team instruments users. The departments and individual contributors are your customers, so tailor services to what's actually meaningful to them.
RevOps LeadersCustomer Success
05
Send a satisfaction survey — but only to act on it
Every sales rep, marketer, CSM, and partner manager should get a RevOps satisfaction survey: How is the tech stack working? Do you need additional tools? Do you have access to the right data to be productive? What can we do to help? The rule is 'don't do it just to do it' — collect the feedback and make adjustments.
Why it matters: A survey with no follow-through erodes trust. Treat the results as a backlog for improving the team, or don't run it at all.
RevOps Leaders
06
Funnel metrics are the objective scorecard
Because subjective approval ('the sales leader thinks you're doing well') isn't proof, Anthony anchors on data: every operational initiative RevOps ships should show up as improving funnel metrics. Conversion rates should rise (better qualification, routing, and buyer experience push more SQLs to closed-won) and cycle time should fall (tools like CPQ and CLM speed proposals and internal approvals).
Why it matters: Build a direct, defensible line from each RevOps initiative to a movement in conversion or cycle time. It's the least arguable evidence that the function is creating value.
RevOps LeadersRevenue Executives
07
Tech ROI isn't only dollars — count time saved, adoption, and goodwill
Bernardo reinforces that a technology's impact won't always show up as a clean dollar ROI; understanding time savings, adoption, and reclaimed capacity earns goodwill from end-user teams. Freeing people to work on other things eventually shows up across the pipeline.
Why it matters: Don't kill worthwhile RevOps tooling because it lacks a tidy dollar figure. Track time-saved and adoption as first-class outcomes that compound into pipeline results.
RevOps LeadersRevenue Executives
08
Marginal gains compound — small conversion and cycle tweaks pay off at scale
If you've ever built a capacity plan or growth model, nudging conversion-rate or cycle-time assumptions even slightly produces massive gains as you grow and scale. You rarely change something drastically that 'opens up a dam' — but stack enough 1% improvements and the plan grows exponentially.
Why it matters: Focus RevOps on a steady cadence of small, compounding operational improvements rather than waiting for one dramatic breakthrough. At scale, the 1%s are where the leverage lives.
RevOps LeadersRevenue ExecutivesFounders
09
Measure risk prevention — days since your last priority-zero incident
RevOps exists partly to prevent risks and issues, and that value is easy to overlook. Anthony compares it to the ROI of an accounting team: the payoff is the catastrophe you avoided. A concrete gauge is how many days you've gone without a serious priority-zero issue in the tech stack or a serious data error in a board meeting.
Why it matters: Add defensive metrics to the scorecard. Uptime, data integrity, and days-since-incident quantify the disasters RevOps quietly prevents, which raw growth numbers never capture.
RevOps LeadersRevenue Executives
10
Grade projects on time and budget
For tactical and operational projects, track budget and expected completion time and hold to on-time, under-budget delivery. When you're implementing a new CRM, bringing in new technology, or producing a fresh set of board or offsite metrics, your ability to ship those on schedule and on budget is an objective read on the team's efficiency and productivity.
Why it matters: Instrument RevOps delivery like a project org — scope, budget, and dates. Consistent on-time, on-budget execution is a hard, defensible measure of operational quality.
RevOps LeadersFounders