Audit Step: Revenue Visibility Rubric

You launched the experiments. You spent the budget. And now leadership wants answers. And suddenly every QBR feels like a fire drill.

This is Stage 2 of the revenue leader’s transformation—the moment when activity is high, effort is real, but impact is frustratingly hard to prove. You’re working harder than ever, yet you can’t confidently tie what your team is doing to pipeline, revenue, or real ROI.

This episode is part two of a five-part series exploring the journey B2B revenue leaders go through as they move from reactive execution to full revenue visibility and executive-level confidence. Each stage represents a breaking point, where leaders either confront the real problem or stay stuck explaining away the same issues quarter after quarter.

In this episode, we unpack Stage 2: The QBR Fire Drill—the phase where credibility, confidence, and career momentum are quietly put at risk.

You’re likely in Stage 2 if you’ve ever said, “Board decks take days to build and still don’t tell a clean story.”

What We Cover in This Episode:

• Why QBRs become fire drills and what that reveals about your data foundation
• The hidden cost of stitching together spreadsheets, slide decks, and conflicting reports
• How legacy GTM data models quietly destroy credibility at the executive level
• The most common data architecture flaw preventing revenue visibility (and why it’s so easy to miss)
• The moment leaders realize they can’t survive another quarter operating this way
• What it takes to shift from lagging, backward-looking metrics to forward-looking visibility

This stage forces a hard reckoning.

Not just with your systems, but with your willingness to challenge the status quo, speak uncomfortable truths, and admit that the current way of measuring GTM is no longer good enough.

🔗 CTAs & LINKS:

Get the visibility and strategic priorities your GTM team needs to move decisively. Book your 14-Day Sprint here.

Register for Passetto’s upcoming 2-Day GTM Intensive

Book a free 1:1 Revenue Visibility Assessment

Follow Carolyn on LinkedIn

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This episode is powered by Passetto. If your pipeline dashboards aren’t giving you straight answers, you’re in good company. Most GTM teams simply don’t have the visibility to understand what’s truly driving pipeline and revenue, what’s slowing them down, or where to focus next.

Passetto changes that. In just 14 days, our Sprint gives you full-funnel visibility, clear answers about what’s working and what isn’t, and a focused set of strategic priorities to accelerate pipeline creation and align your teams immediately.