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Monthly Operational Deck

<< startup name >>

<< date>>

© 2022 Vixul Proprietary

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Revenue and Sales

This Quarter

Target

Actual (QTD)

Forecast (remaining Q)

Revenue (recognized)

​

​

​

Revenue (booked/ signed)

​

​

​

Last Month

Target

Actual

Revenue (recognized)

​

​

Revenue (booked/signed)

​

​

Next Quarter

Target

Forecast

Revenue (booked/signed)

​

​

Key:

Recognized - services actually worked

​

Booked/Signed - purchase orders or signed SOW; not worked yet

© 2022 Vixul Proprietary

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Current Quarter OKRs Progress/Updates

<< copy/screenshot from where you are writing OKRs >>

© 2022 Vixul Proprietary

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Sales Pipeline Snapshot

New customers acquired:

  1. …
  2. …

Customers that left us:

  • …
  • …

Customers in the pipeline

  • …
  • …

© 2022 Vixul Proprietary

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Accomplishments

  1. Achieved DevOps competency with AWS

​

​

© 2022 Vixul Proprietary

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Setbacks

  • Enterprise X has informed us that they will not be renewing the contract, we are at the risk of missing our bookings target for next Quarter

​

  • Key Solution architect has put in resignation letter

​

​

​

© 2022 Vixul Proprietary

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Anything you need from Vixul or want to discuss?

  • How do you think about: hiring the new VP of Sales
  • Help me Decide: Shall we open a line of credit with the bank or not
  • Advice: How to handle delinquent invoices?
  • Introduction: Can you introduce me to person XYZ?

​

© 2022 Vixul Proprietary

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Monthly Ops Deck - Lite

What can Vixul help with this month?

​

Examples:

  1. Help me Decide: Shall we open a line of credit with the bank or not
  2. Advice: How to handle delinquent invoices?
  3. Introduction: Can you introduce me to someone who provides business insurance?

​

  1. Tell how the month went:
    1. Accomplishments

​

    • Setbacks

​

    • Data:
      1. # of Contract signed:
      2. Revenue*: $xxx
      3. Profit*: $xxx

Footnote:

*Every company defines Profit & revenue their own way. Please be prepared to share your definition.

© 2022 Vixul Proprietary