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Welcome to the Value Tracker template!

Start Here!

template designed by @tenikatime

The goal of this tool is to help you track your value over time. You can share this document directly with your manager, or ask to meet routinely to review your notes together. The goal of using this tool is to help you build confidence in the value you’re adding in your career, as well as have a record of the impact you’re making to the team so that you can better articulate that impact in conversations surrounding your performance.

The tracker template comes with slides through Q1 2025. Make sure you make a copy of this entire document to customize it with your own details, then you’ll need to copy Slides 5-11 for each new Quarter. Be sure to also check out the helpful notes throughout on how to use each slide.

If you have any questions, please reach out to tenikatime@gmail.com.

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DIRECTOR, REVENUE ENABLEMENT

Value Tracker

Tenika Seitz, Weekly Updates 2025

Last Updated: January 1, 2025

template designed by @tenikatime

Update with your Job Title

Update with your name

Use this main page to show when you last recorded an update

You’ll see this watermark a few times throughout the presentation. Feel free to remove once you customize as your own! :)

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Enable all teams within the revenue organization to be as efficient and effective as possible.

MISSION STATEMENT

Create or add your mission statement. This should be YOUR mission statement or that of your team. Not the company-wide mission statement.

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1. Improve overall bookings

2. Scale the AE team while maintaining over 50% retention of talent

3. Achieve Pipeline Fill and Predictability

OBJECTIVES

Create or add your YEARLY objectives/goals. These should be YOUR objectives/goals, or those of your team. Not the company-wide objectives/goals. Although, they should of course be related.

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QUARTERLY OBJECTIVES

Q1 2025

1. Improve bookings by 20% SPPY

2. Create and implement sales hiring, onboarding and training strategy

3. Identify ways to improve win rate

Update this footer with your company name, your department/team, and the respective Quarter of the specific section

tenikatime, LLC Revenue Ops Weekly Updates - Q1 2025

This is the Quarter Cover Page. Update for each respective Quarter, with an updated view of the Quarterly objectives/goals. These should be related to your yearly objectives/goals, but achievable within the quarter.

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WEEKLY UPDATES

January

template designed by @tenikatime

This is the month cover page. It serves as a “page break” to make navigation easier. Update for each respective month.

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Accomplishments:

WEEK OF: 12/30/2024

tenikatime, LLC Revenue Ops Weekly Updates - Q1 2025

Set Backs/Challenges:

Priorities for Next Week:

Update each Weekly Update page with the appropriate week start date

Week over week, use each of these sections to detail what is going well, and where you may need support

At the end of each week, record priorities for the next week.

Built ideal sales candidate profile: working notes

Use links when necessary to showcase external resources, notes, etc.; and add additional detail with more bullets!

Interviewing current AE team on culture
Scheduled time to dig into data with BI team on current team performance/execution of current team
Socialized current sales process efficiencies
Shadowing AEs on execution of process

Submitted a request to HR to hire a new FTE

Can use this section not just for “set backs,” but to point out where support may be needed from management

Finalize hiring process so we are prepared to start interviewing

Note: the next 4 slides are templates of each week, jump to Slide 12 for the Monthly Recap

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Accomplishments:

WEEK OF: 01/06/2025

tenikatime, LLC Revenue Ops Weekly Updates - Q1 2025

Set Backs/Challenges:

Priorities for Next Week:

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WEEKLY UPDATES

March

template designed by @tenikatime

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Accomplishments:

WEEK OF: 03/03/2024

tenikatime, LLC Revenue Ops Weekly Updates - Q1 2025

Set Backs/Challenges:

Priorities for Next Week:

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Accomplishments:

WEEK OF: 03/10/2025

tenikatime, LLC Revenue Ops Weekly Updates - Q1 2025

Set Backs/Challenges:

Priorities for Next Week:

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Accomplishments:

WEEK OF: 03/17/2025

tenikatime, LLC Revenue Ops Weekly Updates - Q1 2025

Set Backs/Challenges:

Priorities for Next Week:

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Accomplishments:

WEEK OF: 03/24/2025

tenikatime, LLC Revenue Ops Weekly Updates - Q1 2025

Set Backs/Challenges:

Priorities for Next Week:

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Big Takeaways:

MONTHLY RECAP: MARCH 2025

tenikatime, LLC Revenue Ops Weekly Updates - Q1 2025

Support Needed:

Goals for Next Month: