Revenue Operations Masterclass: End of Year Review Process

Revenue Operations is the fastest growing corporate function for a reason — we are the financial and operational bridges across departments.

If you’re curious about exactly what Revenue Operations does and how it rose to importance so quickly, this article is a great primer:

A major part of running a successful RevOps function is planning.

Planning establishes the architecture going forward, and a key part of that is looking backward.

• How did the revenue engine gain reliability and power this year?

• How did it get smarter?

• What worked, what didn’t, why, etc…

  • At the front of the house (e.g. performance of the sales, success & marketing teams)

  • …and back of the house (billing, finance, product, etc..)

This post will walk through the end-of-year review process used by the top Revenue Operations teams in the world.

To create a comprehensive 2023 review we should focus on key areas that align with the strategic objectives and operational aspects of RevOps.

Here's a basic outline - then we’ll take a …