Modules
Introduction: RPM Model 101
Transcript
If you're a go to market leader trying to understand where pipeline breaks down, this video is worth your time. We're walking through the exact model we use to help our partners answer how much revenue did we generate from what traffic and at what conversion rates. It's built to work across your full funnel, from sessions to leads to close one to collected cash. If you're considering RevOps as a service, this is how we actually solve performance visibility without hacking life cycle stages or stitching together broken reporting. Hi. I'm Hagen, a data analyst here at RevPartners. I build reporting frameworks and revenue models for our partners. And today, I'm walking through our revenue performance model playbook, specifically for nonrecurring business. Most companies rely on contact lifecycle stages to measure funnel performance. That's fine for tracking people, but if you want to track revenue, it falls short. Why? Because lifecycle stages only live in the contact or company object. You can save five customers, but it doesn't tell you if they bought, how much they paid, or if they even closed. And when a go to market teams can't tie traffic to pipeline to cash, they start flying blind. That's why we built the revenue performance model, and it's actually one of three core models we use. Today, we're focusing on the nonrecurring model, where every deal matters and must be measured clearly from start to finish. It follows the real revenue journey object by object, starting with sessions, getting that from traffic, tracking leads, MQLs, and SQLs from your Contact object, Opportunities, and Closed Won from the Deal object, down to Revenue collected, going to your Finance or ERP systems or Teams. At each stage, we track volumes. We have volume metrics labeled as v one, two, three, four, five, six, and seven to track the volume. Next, we're tracking conversion rate, which are indicated by the CRs between each stages. This is how you can compare quarter over quarter your performance. Average revenue, AR, for deal size. We didn't build this for fun. We built it because it reflects how real businesses work. Revenue doesn't just live in the contact object. Lifecycle stages don't account for deal value, and there's no visibility into what actually got collected. So we use object specific tracking to pull performance from the system that matter. HubSpot, Salesforce, your ERP, wherever the truth actually lives is what we pull. With this model in place, marketing knows which traffic sources drive pipeline. Sales can see where leads stall or convert. Finance gets clarity into actual cash collected. It creates a full funnel alignment, eliminates blind spots, eliminates silos, and replaces guesses with clean, trackable data. This is the non recurring track of our revenue. The same model used in our QBRs, dashboards, and partner reporting. It's repeatable, it scales, and it drives better decision making quarter over quarter. Bottom line, if you're still using lifecycle stages to report final performance, you're missing the big picture. Use this model to track volume conversion and revenue across the right objects and you'll finally get the full view your go to market team needs to grow.