The Revenue System Diagnostic
This is the prerequisite diagnostic the report’s Playbook requires before any redesign, run for you: the prerequisite numbers the Playbook names, the readiness read, and the rule that a number you cannot produce is itself the first finding.
12 to 15 minutes with your numbers at hand. Full results, no email required.
Have your numbers handy?
The twelve numbers, and where they live
The diagnostic runs on the numbers below. Estimates count; blanks are diagnosed. Most take one query or one email to the named system’s owner.
Fill the numbers in as they come back, or download the sheet to circulate. Anything you type stays in this browser; nothing is sent anywhere.
billingcurrent annual recurring revenue
board pack or billingin dollars: what you kept, lost, and grew from existing customers, netted
billingfull-logo losses only; keep contraction separate
billingdowngrades and true-downs from customers who stayed
billingupsell, cross-sell, seat growth from existing customers
one subtraction from 3 and 41 minus churn minus contraction
CRMaccounts lost over starting accounts
financial modelexclude expansion revenue; the blended number flatters
billing, first-anniversary cohortdollar-basis where possible
CPQ or billingshare of ARR by term, four buckets
services ledgershare of first-year contract value
financetraining and methodology spend per GTM team, not headcount
Have most of these? The diagnostic takes 12 to 15 minutes and everything it produces is yours to keep. No account, no email.