Answer Critical RevOps Questions with Data-Backed Models
Build capacity, coverage, performance, and retention models directly from your CRM data in Google Sheets — for RevOps and FP&A teams.
Inputs
- Salesforce connection (Opps, Accounts, Campaigns)
- Key assumptions (targets, rates, ramp curves)
- Optional: Partner lists, market data
Outputs
- Quarterly/monthly model tabs
- Assumptions tabs for scenario planning
- Dashboards with RAG status
Questions RevOps Leaders Ask
FoundryOps builds models that answer these questions with data — not gut feel.
"How many opportunities do we need per quarter to hit goal?"
"Do we have enough AE capacity to hit our bookings target?"
"When does pipeline need to be created to close by Q4?"
"Is our SDR investment paying off?"
"Where should we invest in field marketing events?"
"Which partner accounts overlap with our book for co-sell?"
"What's our GRR by acquisition cohort?"
"Where are we losing ARR and why?"
How FoundryOps Solves It
FoundryOps answers these questions by turning Salesforce data into executable models inside Google Sheets.
FoundryOps builds capacity models that account for AE ramp curves and hire timing.
FoundryOps calculates pipeline coverage using both mathematical (Target/WinRate) and heuristic (Target×Coverage) methods.
FoundryOps models SDR efficiency with sensitivity analysis to identify leverage points.
FoundryOps scores markets by customer density, prospect density, and overlap to prioritize field events.
FoundryOps matches partner accounts to your CRM for co-sell and referral opportunities.
FoundryOps builds GRR cohort analysis from Salesforce Opportunity data with finance-approved methodology — for RevOps and FP&A teams.
Models Included
Seven ready-to-use templates for common RevOps and FP&A planning scenarios.
Sales & Marketing Waterfall
"How do we work backwards from target to activities?"
Output: Monthly/quarterly activity targets
Sales Capacity Stress Test
"Do we have enough ramped AEs?"
Output: RAG status + stress scenarios
Pipeline Coverage & Timing
"When must pipeline be created?"
Output: Deadlines + late threshold alerts
SDR Efficiency Diagnostic
"What's our SDR ROI?"
Output: Cost metrics + marginal analysis
Field Marketing Market Finder
"Where should we run events?"
Output: Ranked market list with scores
Ecosystem Partner Overlap
"Which partners overlap for co-sell?"
Output: Match results + opportunity matrix
GRR Cohort Analysis
For RevOps and FP&A teams tracking retention metrics
"What's our gross revenue retention?"
Output: 5-tab workbook: cohort pivot, customer detail, data quality, methodology
Example: Capacity Planning
A typical scenario using the Sales Capacity Stress Test.
Enter annual target, AE headcount, and hire dates in the Assumptions tab.
FoundryOps applies ramp curves to calculate effective capacity per quarter.
Dashboard shows RAG status: green where capacity exceeds target, red where it falls short.
Stress scenarios show impact at 90% and 80% productivity.
Adjust hire timing or targets in Assumptions to explore alternatives.
Two Ways to Execute
Choose the execution path that fits your workflow.
Google Sheets Add-on
Interactive template builder inside your spreadsheet.
- Navigate to Build a Model menu
- Select template, connect Salesforce
- Customize assumptions, generate tabs
Deal Desk
Policy-controlled close certification and deal support.
- Close certification and approval routing
- Quote intelligence and deal forensics
- Every action receipted and rollback-capable
RevOps modeling templates are available on Pro plans and above.
Frequently Asked Questions
Can I customize the assumptions?
Yes, each model includes an Assumptions tab where you change targets, conversion rates, ramp curves, and other inputs. Changes flow through automatically.
Does this work with custom fiscal years?
Yes, all models support configurable fiscal year start month (1-12). FY labels use the fiscal year end convention.
Can I run multiple scenarios?
Yes, use the idempotency controls to create versioned tabs (_v2, _v3) or replace existing tabs.
Do I need to know formulas?
No, the models are pre-built with formulas. You just adjust inputs in the Assumptions tab.
How is GRR calculated in the cohort analysis?
GRR (Gross Revenue Retention) measures how much ARR you retain from existing customers, excluding upsells. FoundryOps calculates it by cohort: customers acquired in the same month are grouped together, and their retention is tracked over time. Curves are monotonically non-increasing — upsells don't mask churn.
How does the GRR model handle missing end dates?
FoundryOps applies fallback term logic based on your configuration. If service end dates are missing, it can infer them from contract length or assume ongoing subscriptions. All inferred dates are flagged in the Data Quality tab so you can audit the model.
What's the difference between baseline and active ARR in GRR?
Baseline ARR is the starting ARR for each cohort at acquisition. Active ARR is the current retained ARR. GRR = Active ARR / Baseline ARR for each cohort period. Reactivated customers are tracked separately and flagged in the customer detail tab.
Key Capabilities Used
RevOps modeling combines multiple FoundryOps features.
Salesforce Hub
Pull live CRM data into model inputs. Connected Sheets keep assumptions current.
Transforms
Period helpers handle fiscal year math. Pacing and lag calculations built in.
Model Templates
Six pre-built templates with Assumptions, Calc, and Dashboard tabs.
Ready to build RevOps models from your CRM data?
Install the Google Sheets add-on and start modeling in minutes.
Model templates are available on Pro plans. Salesforce Hub is always free.