Deep Dive Report Gathering Guide
70 metrics from 8 operational reports. System-specific instructions included.
📋 Download the Full Report Gathering Guide
All 70 metrics with the exact report to pull, step-by-step instructions for Salesforce, HubSpot, NetSuite, Marketo, Gainsight, and 15+ other platforms, plus calculation formulas.
What You'll Need
The Deep Dive uses real data from your operational systems. You'll pull one report per arm — 8 reports total. Each report gives you everything needed for that arm's 8 metrics.
Estimated total time: 4–6 hours spread across 3–7 days. Your progress saves automatically — close and come back anytime. Minimum 42 of 70 metrics required.
The 8 Reports You'll Pull
| # | Arm | Report to Pull | Systems | Time |
|---|---|---|---|---|
| 1 | Sales Operations | CRM Pipeline Report | Salesforce, HubSpot, Pipedrive, Dynamics | 30 min |
| 2 | Marketing Operations | Marketing Performance Dashboard | HubSpot Marketing, Marketo, Pardot, GA4 | 30 min |
| 3 | Customer Success | Customer Health / Retention Report | Gainsight, ChurnZero, Totango, Zendesk | 45 min |
| 4 | Order-to-Cash | AR Aging + Billing Summary | NetSuite, QuickBooks, Zuora, Xero | 20 min |
| 5 | Pricing & Finance | Financial Summary / P&L Excerpt | ERP, FP&A tool, Board deck | 30 min |
| 6 | Professional Services | PS Utilization / Project Status | Kantata, Certinia, Harvest, Toggl | 20 min |
| 7 | Data & Reporting | System Usage / Tech Stack Audit | CRM Admin, Workato/Zapier, BI tools | 45 min |
| 8 | Planning & Strategy | Territory / Quota / Planning Report | Xactly, Anaplan, CRM quota reports | 30 min |
| 🧠 | Coordination Intelligence | Cross-functional data pull | CRM + MAP + CS + Finance | 30 min |
Tip: Pull each report once and you'll have data for all 8 metrics in that section. Don't pull reports metric-by-metric. If you don't have a Professional Services function, skip Arm 6 entirely.
What You Receive After Completing
Overall + Arm Scores
Health score with category-level breakdowns within each arm — not just "your sales is weak" but which function within sales is failing.
AI Strategic Analysis
Full AI-powered analysis per arm, coordination pattern identification, and prioritized recommendations ranked by revenue impact.
30/60/90 Day Action Plan
Prioritized roadmap plus a personalized strategic follow-up from Ifeanyi with observations and implementation options.
Score Interpretation
Ready to Take the Deep Dive?
70 metrics · 8 reports · AI analysis · Personal follow-up from Ifeanyi
Start Your Deep Dive →