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Leadership

Weekly KPI report

How one team described it:
“Every Monday someone pulls MRR from Stripe, pipeline from HubSpot, activation from Mixpanel and open tickets from Intercom into a Google Sheet, writes a short commentary and posts it to the leadership channel in Slack.”
  • Stripe
  • HubSpot
  • Mixpanel
  • Intercom
  • Google Sheets
  • +2
7 run on their own1 stay with people

Typically saves 3–4 h a week

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LeadershipWeekly KPI report
Process description
Trigger
Every Monday at 8:00
Outcome
Leadership starts every week with the same numbers, on time.
Tools
StripeHubSpotMixpanelIntercomGoogle SheetsNotionSlack
Steps
  1. 1
    Pull MRR and churnRevenue ops, tool Stripe
    Can be automated
  2. 2
    Pull pipeline by stageRevenue ops, tool HubSpot
    Can be automated
  3. 3
    Pull product activationProduct analyst, tool Mixpanel
    Can be automated
  4. 4
    Pull support volumeSupport lead, tool Intercom
    Can be automated
  5. 5
    Update the KPI sheetRevenue ops, tool Google Sheets
    Can be automated
  6. 6
    Flag numbers outside targetRevenue ops, tool Google Sheets
    Can be automated
  7. 7
    Write the commentaryCOO, tool Notion
    Stays with a person
  8. 8
    Post to the leadership channelCOO, tool Slack
    Can be automated

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