Revenue Operations Portfolio
Revenue decisions, built from the operating layer up
I build the forecasting logic, pipeline governance, analytics, and executive narratives that help B2B SaaS leaders understand where revenue will land and what needs attention now.
Portfolio case
One dataset, four executive outputs
The work below follows a realistic quarterly forecast from opportunity-level CRM data through risk review, financial scenarios, and board communication. All names and figures are synthetic. The operating logic reflects the kind of work I lead.
- 01Forecast siteCurrent-quarter outlook and weekly change
- 02Interactive dashboardCoverage, mix, owner view, and risk
- 03Excel analysisAuditable formulas, scenarios, and deal review
- 04Board presentationDecision-ready revenue narrative
Forecast site
Quarterly revenue forecast
Seller forecast categories, finance weighting, and data-quality risk in one operating view.
SnapshotSeptember 11, 2026
Illustrative portfolio case using fully synthetic data. No customer, employee, or company results are represented.
Forecast range
Where the quarter stands
Management attention
Forecast risk
Week over week
Weighted forecast bridge
Each opportunity is assigned to one primary change category so the bridge reconciles to the selected portfolio view.
Interactive dashboard
Pipeline performance and execution risk
The same filters apply here, connecting the forecast to pipeline shape, coverage, and owner-level inspection.
Company-wide view
Revenue trend
Bookings and target
Pipeline shape
Open ARR by stage
Revenue mix
Weighted ARR by motion
Owner view
Forecast by owner
| Owner | Booked | Weighted | Upside | Past due |
|---|
Deal detail
Largest forecast risks
| Account | Owner | Motion | Stage | Health | Close date | ARR | Review reason |
|---|
Downloadable work samples
The analysis behind the dashboard
Both files use the same synthetic forecast shown above, allowing reviewers to inspect the model and the executive story.
Excel analysis
Revenue Forecast & Pipeline Review
An auditable workbook with an executive summary, deal-level review, monthly trend analysis, editable assumptions, formulas, and source data.
- Formula-driven forecast range
- Downside, base, and upside scenarios
- Owner rollup and management action list
Board presentation
Q1 FY27 Revenue Forecast
A seven-slide board narrative covering the outlook, weekly change, pipeline quality, revenue mix, scenarios, and leadership focus.
- Editable native charts
- Clear distinction between forecast and assumptions
- Decision-focused close
About my work
I connect GTM execution to financial decisions
Across more than 14 years in operations, I have built first-time RevOps functions, forecasting cadences, pipeline governance, territory and quota models, pricing guardrails, and executive reporting for B2B SaaS and technology organizations. My strongest work sits at the intersection of Sales, Finance, Customer Success, and systems.
- Core systems
- Salesforce, HubSpot, Salesloft, CPQ, NetSuite
- Analytics
- Power BI, SQL, Excel, Tableau, Looker Studio
- Leadership scope
- Forecasting, planning, pipeline, renewals, compensation, deal governance