Kickstart your analysis with recipes

Create compelling and comprehensive presentations for your board meetings with our Board Deck Template. Designed for B2B SaaS companies, this template provides a structured format to showcase key metrics, strategic updates, financial performance, and business insights in a professional and visually appealing manner.

Develop in-depth buyer personas with our Buyer Persona Analysis Recipe. This recipe assists marketing and sales teams in creating detailed profiles based on demographic, psychographic, and behavioral data collected from various customer interactions and research efforts.

Maintain a comprehensive overview of account health within your CRM with our CRM Account Health Recipe. This recipe assesses key indicators such as engagement levels, purchase history, and support interactions to identify at-risk accounts and opportunities for upselling.

Revitalize opportunities from closed-lost deals with our Closed Lost Revival Recipe. This comprehensive tool enables sales teams to analyze and understand the reasons behind lost deals, providing insights into customer decision-making processes and competitive dynamics.

Reduce customer churn and make better product decisions to drive new revenue and upsell. Made with data scooped out of your CRM and software product (no matter what they are).

Track and accelerate the speed at which deals move through your sales pipeline with our Deal Velocity Template. Designed for B2B SaaS companies, this template provides a clear, data-driven view of how long deals stay at each stage of the sales process, identifying bottlenecks and opportunities for process optimization.

Proactively identify and address potential risks before they impact your business performance with our Early Warning Template. Designed for B2B SaaS companies, this template provides a structured approach to monitoring key indicators that signal early signs of trouble, such as customer churn, declining engagement, or financial discrepancies.

Evaluate the return on investment for each event with our comprehensive Event ROI Recipe. This recipe allows event planners and marketing teams to track expenses, participant engagement, lead generation, and subsequent conversions from conferences, webinars, and other marketing events.

Scale your work across multiple companies with the help of Scoop. Implement any of our out-of-the-box recipes or turbocharge a spreadsheet-based template you already have.

Gain a holistic view of the customer journey with our Full Funnel Conversion Analysis Recipe. Designed for B2B SaaS companies, this recipe allows you to analyze conversion rates at each stage of the marketing and sales funnel, highlighting areas for improvement and optimizing the entire funnel to boost overall conversion efficiency.

Ensure the cleanliness and accuracy of your go-to-market data with our GTM Data Hygiene Recipe. This recipe provides a structured approach to identifying and correcting data inconsistencies, duplicates, and gaps that can impact marketing and sales efforts.

Delve into the lifetime value (LTV) and customer acquisition cost (CAC) metrics with our LTV and CAC Deep Dive Recipe. This recipe provides an in-depth analysis to help businesses understand profitability and optimize marketing spend, facilitating a comparative analysis to ensure sustainable growth.

Monitor both leading (predictive) and lagging (outcome-based) indicators to gauge your business health and forecast future performance with our Leading & Lagging Indicators Recipe. This recipe enables teams to balance short-term results with long-term strategies effectively.

Monitor your Monthly Recurring Revenue (MRR) trends with our comprehensive MRR Dashboard Recipe. This recipe allows you to view MRR growth, churn, and new sign-ups in real-time, providing actionable insights to drive revenue optimization strategies.

Gain a holistic view of monthly recurring revenue and how it’s growing. Made with data scooped out of your CRM and ERP if you have one (no matter which you use).

Gain a comprehensive understanding of your marketing costs and their impact on lead generation. This recipe seamlessly integrates data from your CRM and other marketing tools to provide a clear view of your cost per lead (CPL) across different campaigns and channels.

Understand how your portfolio companies are tracking on sales and finance targets - and compare how portfolio companies are doing, all in one centralized location

Analyze conversion rates throughout your sales pipeline with our Pipeline Conversion Analysis Recipe. Designed for B2B SaaS companies, this recipe breaks down the pipeline into distinct stages, helping to identify which parts are most and least efficient at converting leads into customers.

Monitor and enhance your sales pipeline's performance with our Pipeline Performance Recipe. This recipe provides a dynamic overview of the entire sales pipeline, tracking leads from initial contact through to deal closure.

Stay on top of your team’s pipeline generation and progression. Made with data scooped out of your CRM (no matter which one you use).

Track and analyze how different segments of trial users and paying customers engage with your product using our Product Usage by Trial and Customer Recipe. This recipe allows you to identify usage patterns, feature popularity, and potential areas for product improvement or customer support interventions.

Create thorough and impactful presentations for your Quarterly Business Reviews (QBRs) with our QBR Deck Template. Designed for B2B SaaS companies, this template provides a structured format to present key performance metrics, strategic updates, financial performance, and future plans to stakeholders and clients.

Effectively track and evaluate the performance of your sales representatives with our Rep Scorecard Template. Designed for B2B SaaS companies, this template provides a comprehensive overview of key performance indicators (KPIs), enabling managers to assess individual contributions and identify areas for improvement.

Conduct in-depth auditing of your revenue operations with our Rev Ops Audit Recipe. This recipe assists teams in evaluating their processes, tools, and strategies to ensure they are optimized for maximum revenue generation. It features comprehensive checklists and assessment tools tailored to rev ops standards.

Conduct comprehensive reviews of all revenue-related activities and systems with our Rev Ops Review Recipe. Tailored for Revenue Operations teams, this recipe includes tools for evaluating sales, marketing, and customer success operations, ensuring alignment and identifying improvement opportunities.

Accurately attribute revenue across different marketing and sales activities with our Revenue and Pipeline Attribution Recipe. Designed for B2B SaaS companies, this recipe tracks customer interactions from first touch to deal closure, enabling teams to understand which activities drive the most revenue and contribute to pipeline health.

Predict monthly, quarterly, and yearly revenue using your own custom forecast categories. Made with data scooped out of your CRM (no matter which one you use).

Evaluate the effectiveness of your email sequences and marketing campaigns with our Sequence Performance Recipe. This recipe tracks open rates, click-through rates, and conversions, providing insights into what works and what needs adjustment to improve engagement and results.