Assessment
Revenue Insight:
Revenue Health Score™ (RHS)
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“Do you truly know where your revenue organization stands — or do you simply assume you do?”
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“Your dashboards tell the story of your growth. But the real factors slowing you down are not visible on those dashboards.”
- “Are your Sales, Marketing, and Customer Success teams truly working in alignment — or is each team only following its own objectives?”
79%
79% of B2B sales organizations miss their forecast by more than 10%
2.2x
Companies that systematize their sales processes grow 2.2x faster than the industry average
53%
53% of B2B companies have a broken marketing-to-sales handoff process
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25–30 minutes
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120 Diagnostic Questions (12 Domains × 10 Questions) — Likert Scale 1–5 + Self-Declaration
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10 people (minimum 4 leaders + 6 employees)
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Revenue Insight
The Reality Your Management Reports Do Not Show
What appears in management reports
The reality of the revenue engine
What RHS uncovers
Pipeline is full
A critical portion of opportunities are stale or incorrectly classified — the true closing potential is significantly lower
Pipeline health, stage conversion rates, and forecast variance are measured numerically
The team is in place
While leadership says “the organization is healthy,” employees experience a significantly different reality — this gap is invisible in traditional reports
Leadership group vs. employee group benchmarking → perception gaps are quantified across each domain
Functions are operating
Sales, Marketing, and Customer Success are optimizing independently — lack of coordination systematically limits growth capacity
Alignment & Handoff score → identifies exactly where operational friction exists during transitions and measures it numerically
Technology investments have been made
A large portion of purchased tools are not actively used — CRM hygiene is low, forecasts are unreliable, and decision quality is weakened
Technology & Data domains → measure tool adoption rates, data quality, and decision effectiveness
Customer side is performing well
The quality of transferring commitments made during the sales process to Customer Success is critically low — customer experience silently deteriorates at key transition points
Ethics & Trust + Alignment domains → reveal the gap between promises and delivery, along with retention risks through measurable insights
Why RHS — The Difference From A Traditional Assessment
Traditional Revenue Assessment
Revenue Health Score™
Data Source
Single perspective — leadership self-reporting
Multi-layered evidence: survey + interviews + documents + AI
Findings
What is observed — varies depending on the observer
Leadership vs. employee benchmark — measurable and objective
Blind Spots
Invisible — because it is viewed from a single perspective
Identified through Revenue Leak Pattern analysis
Output
Report and list of recommendations
Action plan + Leadership Alignment Report + 90-day roadmap
Duration
2–4 weeks (consultant-intensive)
14 business days (Professional) — structured process
Reassessment
None or project-based
Periodic comparison enabled through Re-Audit
What is RHS?
RHS is not a survey. It is an executive diagnostic framework that measures the operational reality of your revenue engine — across strategy, processes, people, technology, data, leadership, culture, and competitive dimensions — using multi-layered evidence sources.
Revenue challenges rarely come from a single major failure; instead, dozens of small operational gaps accumulate over time and remain invisible. RHS identifies these hidden constraints before they create financial impact.
3 Stage Framework
A structured process from initial data collection to executive board presentation.
ASSESSMENT
Data Collection (Day 1-5)
Multi-layered evidence gathering: surveys, structured 1:1 interviews, document reviews, and optional AI data integration. 12 domains, 120 diagnostic questions.
ANALYSIS
Scoring & Pattern Identification (DAY 6–10)
Scoring & Pattern Identification- The 12 domains are scored. Leadership vs. employee benchmarks are calculated. Revenue Leak Pattern analysis: identifies root causes by determining which two domains are jointly underperforming and where the underlying constraint exists.
OUTPUT
Executive Presentation & Roadmap (Day 11-14)
Delivery of the Revenue Health Score, Leadership Alignment Report, Gap Map, prioritized action recommendations, and a 90-day transformation roadmap. The timeline may extend up to 10 business days for the Starter package and 20 business days for the Enterprise package.
4 Tangible Outputs
Revenue Leak Pattern Analysis
An isolated low score is a symptom. Two domains declining together indicate the true root cause. RHS automatically identifies correlations across the 12 domains, making Revenue Leak Patterns visible. AI accelerates the analysis process; human expertise validates every finding.
Before investing in additional headcount, new technology, or growth budgets — you need to understand where your revenue engine truly stands.
Output
Scope
1.
Revenue Health Score
A single score from 0–100 with a breakdown across 12 domains. Includes the maturity level of each dimension and industry benchmarking.
2.
Gap Map
Each gap is quantified based on business impact. Includes an Impact x Effort matrix. Quick wins are prioritized first.
3.
Leadership Alignment Report
Leadership group vs. employee group benchmarking. Perception gaps across each domain are reported both numerically and visually.
4.
90-Day Transformation Plan
3 phases: Quick Wins (Days 1–30) → Foundations (Days 31–60) → Acceleration (Days 61–90). Each action includes an owner and KPI.
"When evaluating revenue organizations from the outside, the biggest finding is always the same: while leadership believes 'everything is on track,' teams are experiencing a completely different reality. RHS makes this gap visible and measurable — it is the only way to make decisions based on evidence rather than assumptions."
Bahar Şen, Türkiye's First Lead Auditor
Partner | Senior Consultant, SuccessProgramme
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Dimension
Diagnostic Question
01
Strategy
Is the growth direction, target segment, and revenue priorities clearly defined and fully embedded across Sales, Marketing, and Customer Success teams?
02
Market & Customer
Is the target customer segment accurately defined? Are the customer buying journey and decision-making processes understood by all three functions?
03
Revenue Engine
Are pipeline health, forecast accuracy, CAC, NRR, and revenue growth mechanisms operating effectively? Is the revenue-generating system functioning as an integrated whole?
04
Process
Are Sales, Marketing, and Customer Success processes standardized, repeatable, and measurable? Is there operational discipline across each function?
05
Alignment & Handoff
What is the level of operational friction and information loss during Marketing → Sales → CS transitions? Are functions operating with shared definitions and KPIs?
06
People & Enablement
Do Sales, Marketing, and Customer Success teams have the right capabilities, in the right roles, with sufficient preparation and sustainable talent resources?
07
Technology
Are CRM, marketing automation, Customer Success platforms, and AI tools actively utilized? Are technology investments delivering the expected operational value?
08
Data
Are Sales, Marketing, and Customer Success decisions based on reliable data? What is the level of data quality, analytical maturity, and real-time visibility?
09.
Leadership
Do revenue leaders — CRO, CMO, CS Director — provide coaching and development to their teams, or are they focused only on quota and reporting management?
10.
Culture
Does a culture of accountability, learning, and collaboration exist across the entire revenue organization? Is success dependent on individual heroes?
11.
Ethics & Trust
Are commitments made to customers — from sales through service — consistently delivered? Is long-term customer value prioritized over short-term quota achievement?
13.
Competitive Position
Is the revenue organization’s position compared to competitors clear and defensible? Is the differentiation meaningful and recognized by customers, the market, and all functions?
Multi-Layered Evidence Model
Unlike traditional surveys, RHS validates its findings through multiple evidence sources. This approach significantly increases diagnostic reliability and separates organizational reality from individual perception.
Leadership Assessment
CRO, Sales Director, Marketing Director, CS Director
Employee Assessment
AE, SDR, BDR, CSM, Marketing Specialist — same diagnostic framework, different perspectives
Self-Declaration
Specific operational behavior statements — focused on concrete reality rather than abstract perceptions
CRM metrics, pipeline analytics, forecast accuracy, web presence data
AI-Supported Data Collection (Optional)
Document review, structured 1:1 interviews, operational observation
Consultant Validation (Optional)
Leadership–Employee Benchmark & Perception Gap Analysis
RHS’s most critical differentiator: both the leadership group and employee group answer the same 120 diagnostic questions.
No one evaluates anyone else — everyone assesses the same organizational reality from their own perspective.
When the averages of both groups are compared, the Leadership Alignment Report is created: revealing which dimensions have perception gaps, and the size of those gaps, through measurable and visual insights.
Revenue Leak Pattern Analysis
An isolated low score is a symptom. Two dimensions declining together indicate the true root cause.
RHS identifies correlations between the 12 dimensions and makes Revenue Leak Patterns visible:
Strong Marketing + Weak
Investing in more leads increases the problem rather than solving it
Weak CRM + Weak Processes
Forecasts become unreliable, and pipeline management limits strategic decision-making
A coaching culture is assumed to exist, but the organization is not experiencing it
High Leadership Perception + Low Employee Score
Weak Alignment + Low Ethics
Customer commitments are not effectively transferred to Customer Success, increasing the risk of silent churn
Score
Maturity Level
Organizational Profile
85–100
Leader
The revenue engine is predictable and scalable. Processes are continuously optimized, teams operate independently, and every decision is data-driven. Top 10% compared to industry benchmarks.
70–84
Strong
Core processes are owned and measurable. Tools are properly configured, and KPIs are actively tracked. Priority: optimization and scaling.
50–69
Developing
The foundation exists but remains fragile. Processes are documented but not consistently applied. The majority of B2B organizations fall within this range across at least 3 dimensions.
30–49
Reactive
One-off initiatives that cannot be consistently repeated. Performance depends on individuals rather than systems. The highest-impact quick wins are hidden within this range.
0–29
Critical
Operational foundations are missing. Decisions rely on intuition, and tools are bypassed. Every point gained within this range creates a direct and measurable impact on revenue.
Product Overview
Revenue Health Score™ (RHS) — Sales Hub
Product Name
Revenue Insight (SP Custom)
Category
SP1 In-House (Original Research)
Partner
GROC (Primary) │ INSM │ SAM │ STRG │ PERC │ LEC
Challenge
DELIGHT
Flywheel
Designed For
CEO, CRO, Chief Commercial Officer, Sales Director, Marketing Director, CS Director, Revenue Operations Leader
Assessment Dimensions
12 Domains (Strategy → Competitive Position) — 12-Dimensional Integrated Revenue Operating System
Number of Questions
120 Diagnostic Questions (12 Domains × 10 Questions) — Likert Scale 1–5 + Self-Declaration
Completion Time
25–30 minutes
Minimum Participants
10 people (minimum 4 leaders + 6 employees)
Methodology
Truth Loop™ Based 12 Dimensions │ Leadership–Employee Benchmark │ Perception–Reality Analysis │ Revenue Leak Pattern Detection │ AI-Supported Data Integration (Optional) │ Consultant Validation (Optional)
Hub Structure
Sales Hub │ Marketing Hub │ Service Hub — each hub has its own assessment using the same 12 dimensions
Delivery Format
Online Platform
TR / EN
Language Options
Reporting
Executive Dashboard (0–100) │ Domain Score Report │ Leadership Alignment Report │ Revenue Leak Analysis │ Gap Map │ Transformation Priorities │ SP1 Solution Roadmap
Benchmark
Industry Benchmark + Internal Organizational Benchmark (periodic comparison)
Customization
Optional (industry-specific question sets, hub selection)
Package Scope
Starter: 1 Hub │ Professional: 2 Hubs │ Enterprise: 3 Hubs + AI Data Integration + Re-Audit + 90-Day Transformation Program
Optional Services
Executive Debrief │ Action Planning Workshop │ Re-Audit │ SP1 Revenue Audit (Consultant Assessment) │ 90-Day Transformation Program
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