Revenue intelligence dashboards, pipeline diagnostics, and forecast scenarios
Installation
npx claude-plugins install @gtmagents/gtm-agents/revenue-analytics
Contents
Folders: agents, commands, skills
Included Skills
This plugin includes 4 skill definitions:
cohort-analysis
Standard method for slicing bookings, pipeline, and retention cohorts
View skill definition
Cohort Analysis Framework Skill
When to Use
- Comparing performance across acquisition channels, segments, or product lines.
- Diagnosing conversion drop-offs within specific booking/vintage cohorts.
- Stress-testing forecast assumptions with historical baseline behavior.
Framework
- Cohort Definition – choose cohort key (signup month, lead source, product tier, segment).
- Metric Stack – select KPIs (coverage, win rate, ACV, NRR, payback) per cohort.
- Normalization – adjust for seasonality, deal size mix, or currency.
- Visualization – waterfall tables, heatmaps, or overlapping curves to highlight divergence.
- Narrative Layer – annotate drivers, anomalies, and recommended actions.
Templates
- Cohort definition worksheet (keys, filters, inclusion/exclusion rules).
- Standardized chart pack for leadership readouts.
- Diagnostic checklist for follow-up analyses.
Tips
- Keep cohorts mutually exclusive to avoid double-counting.
- Pair with
inspect-pipeline-leversto link cohort insights to pipeline stages. - Rebaseline quarterly so assumptions stay current.
deal-quality-model
Scoring system for opportunity hygiene, win likelihood, and inspection
View skill definition
Deal Quality Model Skill
When to Use
- Prioritizing inspection focus during forecast and pipeline reviews.
- Flagging opportunities with incomplete data or low win signals.
- Creating alerts when critical hygiene steps (MEDDIC, next steps) are missing.
Framework
- Input Signals – discovery notes, exec sponsor, mutual plan, activity recency, budget proof.
- Weighting – assign weights per signal (required, strong, nice-to-have) per segment.
- Score Bands – define thresholds for healthy, watch, and critical opportunities.
- Automation Hooks – integrate with CRM validation rules, Slack alerts, and dashboards.
- Governance – review scoring monthly, capture overrides, and document rationale.
Templates
- Signal scoring matrix with thresholds + automation IDs.
- Inspection checklist for reps/managers.
- Alert message template for Slack/email.
Tips
- Align scoring with enablement frameworks (MEDDIC, SPICED) to drive adoption.
- Expose scores in forecasts so execs can challenge risky commits.
- Pair with
guardrail-scorecardor pipeline commands to operationalize.
exec-briefing-kit
Template for packaging revenue analytics into concise exec/board narratives.
View skill definition
Executive Briefing Kit Skill
When to Use
- Preparing weekly/monthly revenue readouts for ELT/board.
- Translating dense analytics into concise decisions, asks, and risks.
- Coordinating cross-functional follow-ups post-briefing.
Framework
- Story Spine – headline, context, signal, implication, action.
- Metric Snapshot – top KPIs with delta vs target, YoY, and confidence band.
- Focus Risks/Opps – highlight 3 blockers/opportunities with owners.
- Decision Log – capture exec decisions, escalations, and follow-ups.
- Comms Pack – create slides/memo + Slack/email summary for broader teams.
Templates
- 3-slide deck outline (headline, KPI spine, action plan).
- Memo template with summary → insights → actions.
- Decision/action log sheet with owner, due date, status.
Tips
- Lead with actions/asks; park methodology in appendix.
- Include guardrail status inline so execs can quickly assess risk.
- Pair with
revenue-health-dashboardfor visuals and command outputs for deep dives.
revenue-health-dashboard
Visualization blueprint for revenue KPIs, guardrails, and action callouts.
View skill definition
Revenue Health Dashboard Skill
When to Use
- Summarizing bookings, pipeline, retention, and efficiency metrics in one place.
- Creating weekly/monthly revenue review packs with consistent layout.
- Highlighting guardrail breaches and ownership for remediation.
Framework
- KPI Stack – bookings, pipeline coverage, win rate, retention/NRR, CAC/payback.
- Segmentation Layer – tabs for region, segment, product, channel.
- Guardrail Banner – visual cues for breached vs healthy thresholds.
- Insight Tiles – annotate root cause, owner, and next action per issue.
- Drill Links – tie charts to deeper dashboards or command outputs.
Templates
- Executive summary slide with KPI dials + traffic lights.
- Detail view for pipeline vs target, retention cohorts, and efficiency metrics.
- Action tracker table embedded in the dashboard.
Tips
- Keep traffic-light rules aligned with
guardrail-scorecardto avoid confusion. - Embed command links (monitor, inspect, build) so reviewers can dive deeper.
- Snapshot dashboards before/after remediation to track improvement.