Pulse Check Preparation Guide
27 metrics. Answer from memory or pull real data — your choice.
📋 Download the Full Preparation Guide
Every metric with the question you'll be asked, how to answer from memory, where to find the real number in your systems, and the calculation formula.
Two Ways to Complete the Assessment
⚡ Quick Path: From Memory
20–30 minutes
Use your day-to-day knowledge. Your gut feel on these numbers is usually within 15% of reality. The engine adjusts confidence automatically.
📊 Precise Path: From Reports
60–90 minutes
Pull actual numbers from your CRM, billing, finance, and CS systems. The guide shows exactly where to find each number in Salesforce, HubSpot, NetSuite, and more.
Mix and match: Use real data for metrics you can quickly pull, and memory for the rest. Minimum 14 of 27 required. Skip Professional Services entirely if you don't have a PS function.
The 9 Sections (3 Metrics Each)
Sales Operations
Report: CRM Pipeline Report
Metrics: S01, S06, S10
Marketing Operations
Report: Marketing Dashboard
Metrics: M01, M09, M10
Customer Success
Report: Health / Retention Report
Metrics: C01, C02, C22
Order-to-Cash
Report: AR Aging + Billing
Metrics: O01, O04, O08
Pricing & Finance
Report: P&L / Financial Summary
Metrics: F04, F07, F09
Professional Services
Report: PS Utilization Report
Metrics: P01, P05, P08
Data, Tech & Reporting
Report: Tech Stack Audit
Metrics: D01, D08, D11
Planning & Strategy
Report: Territory / Quota Report
Metrics: G01, G06, G21
🧠 Coordination
Report: Cross-functional Data
Metrics: R01, R05, R10
What Your Scores Mean
Ready to Take the Pulse Check?
27 metrics · AI-powered analysis · Personal review by Ifeanyi
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