Revenue Reporting

Build the executive or board revenue report as one coherent story: a small, stable metric spine wrapped in an answer-first narrative organized around plan vs. actual vs. forecast. The hard part is rarely the arithmetic - it is agreeing on definitions, reconciling the CRM record against the finance record, and making sure the board never learns bad news live.

Scope boundary, stated up front:

In scope:

• What goes in the report and how it reads.
• The number and its confidence.

Out of scope:

• Building a dashboard in any specific BI tool.
• Designing the org-level KPI framework (which metrics matter at which org level and how they roll up) - a separate strategy exercise outside this repository.
• Investigating why a forecast was wrong - hand that to mbfinotti/revops-skills@sales-forecast-diagnostic, then use this skill to turn the finished diagnosis into the board narrative.

Interview