Free Revenue Tools
& Templates.
Download the frameworks GSR uses with PE-backed and venture-scale companies. Built from live engagements — not generic best practices.
- Frameworks built from 16+ years of live B2B deal work
- Practical tools designed for $1M–$50M ARR organizations
- Free to use — tools, calculators, and downloadable templates
- New tools added as GSR builds them for client engagements
9 Tools & Templates
Sales Health Scorecard
Answer 24 questions across 6 revenue pillars and get an instant score showing where your process is leaking revenue — and what to fix first.
Pipeline Coverage Calculator
Input your quota, average deal size, and stage win rates to calculate how much pipeline you actually need to hit your number.
CAC Payback Calculator
Calculate your customer acquisition cost payback period and benchmark it against SaaS medians by growth stage and ARR band.
Revenue Forecast Template
A rep-level forecasting model with stage weighting, variance tracking, and board-ready summary view. Built in Google Sheets.
Board Deck Template for PE
The exact slides structure PE firms expect — revenue vs. target, ARR bridge, NRR, pipeline coverage, and forward outlook.
Deal Desk Policy Template
A customizable internal policy document defining when deals escalate to Deal Desk review — approval thresholds, discount authority, and escalation paths.
Fractional CRO Vetting Checklist
8-point vetting criteria, 5 interview questions, and a reference-check script — everything you need before signing a fractional CRO retainer.
Sales Process Audit Template
The 6-pillar audit framework GSR uses in client engagements — with scoring rubrics, interview questions, and a prioritized gap analysis worksheet.
Choose your format:
Compensation Plan Calculator
Model OTE, quota multiples, accelerators, and clawback structures — then pressure-test the plan against different attainment scenarios.
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FAQ
Frequently Asked Questions
Are these revenue tools and templates really free?
Yes, the tools and templates on this page are provided free of charge by GSR Revenue Group to help B2B revenue leaders and PE/VC portfolio companies build better systems. Some downloadable assets may require email registration.
What kind of tools are included in the library?
The library includes interactive tools like the Sales Health Scorecard and Pipeline Coverage Calculator, as well as downloadable Excel and Google Sheets templates for sales process audits, forecasting, and board reporting.
How do I know if these templates are right for my company?
These frameworks are specifically designed for B2B organizations in the $1M–$50M ARR range, particularly those backed by private equity or venture capital who need investor-grade revenue infrastructure.