TODAY IN REVOPSLY
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Workforce ROI Intelligence Overview
Administrator
System Access Level: Full
ACTIVE EMPLOYEES
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across all teams
MANAGED TOOLS
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-- annual spend
PLATFORM HEALTH
Stable
All systems operational
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Additional dashboards and tools are on the way.
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View all →RevOpsly AI Bot
SQL-first, scoped assistant for RevOps analytics.
Conversation
Session: not createdKey Metrics
Role-aware performance dashboard.
Advanced filters
Insights & Alerts
Metric Trend
Quota Progress
Metric Drill-down
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Role-specific guidance
Employee ROI
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LiveRevenue trajectory
6 periodsCost decomposition
breakdown| Category | System Source | Amount (USD) |
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Tooling Stack
0 Tools| Tool Name | Category | Status | Provisioned | Monthly Cost |
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Platform Resources
Total Portfolio Tools
Aggregated Annual Cost
Utilization Status
Master Tool List
0 Tools| Tool Name | Category | Vendor | License Cost (Monthly) |
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Forecasting Administration
User Permissions
| User | Enabled | Forecasting Level | Action |
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Quota Management
| User | Quota Amount | Save |
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SDR Targets Administration
SDR permissions
| User | Enabled | Level |
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SDR targets
| User | SQL target | Meetings target | Pipeline target |
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Vendor Information
Sales Forecasting
| Sales Rep | Quota | Closed Won | Commit | Best Case | Pipeline | Gap | User Forecast | ||
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Points reflect saved snapshots (manual updates plus Saturday night America/Los_Angeles capture).
SDR Forecasting
Primary metric: SQLs created · Weekly snapshots (Mon–Sun) · SQL actual uses opportunities created when no SQL lead statuses exist in CRM
| SDR / Leader | SQL target | SQL actual | Attainment | SQL forecast | Meetings actual | Meetings fcst | Pipeline actual | Pipeline fcst | Leads working | Gap | Run rate | Notes |
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Views · Opportunities
Gmail & calendar integration
Activity Capture: RevOpsly reads your mailbox and primary calendar (read-only), stores subjects/snippets and plain-text bodies where available, and matches traffic to CRM rows when possible.
Organization metrics (all connected users)
Admin only: sent vs received email counts and calendar events starting in the window, per RevOpsly user / Google mailbox.
| User | Google account | Sent | Received | Calendar starts |
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Requires GOOGLE_CLIENT_ID, GOOGLE_CLIENT_SECRET, and GOOGLE_REDIRECT_URI on the API server.
Redirect URI must match the Google Cloud OAuth client (e.g. http://localhost:8002/integrations/google/gmail/callback).
Calendar capture uses calendar.readonly; after an upgrade, use Connect Google again so Google can grant the new scope.
If sync still shows “Calendar API forbidden”, open Google Cloud Console for this OAuth client, enable the Google Calendar API, then Connect Google again.
Only the primary Google calendar is synced—create test events on that calendar (check the calendar name in Google’s left sidebar).
Recent synced activity
| When | Dir | From | Subject |
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Salesforce integration
Inbound CRM changes via signed webhook (Flow, Apex, or connector). Register an org to obtain the URL and shared secret for HMAC verification.
Org registration, webhook URLs, and ingress metrics are limited to users with the Admin role.
Inbound webhook URL
POST JSON to this path with header X-RevOpsly-Signature: sha256=<hex> (HMAC-SHA256 of the raw body using your org secret).
Register organization
Organizations
| Slug | Display name | Enabled | Created |
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Ingress metrics (API process)
Counters reset when the API process restarts. Use raw JSON for debugging copy/paste.
Show raw JSON
Rep profile
Retention dates, compensation history, resume and historical performance for RevOpsly AI context. Only you and an Administrator can open this page; employees cannot edit their own profile.
Identity
Retention
Employee start and end dates drive tenure for leadership reporting. Active reps leave end date empty.
CTC by year
Planned fixed/variable = expected cost; paid fixed/variable = actual cash out per fiscal year.
| Year | CCY | Planned fixed | Planned var. | Paid fixed | Paid var. | Notes |
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Resume & AI context
Administrators upload the resume file and may paste plain-text resume or summary below for the AI module.
Historical performance (structured)
JSON document for prior periods. Suggested shape:
{"periods":[{"period_label":"2023","metrics":{"quota_attainment_pct":95},"notes":""}],"notes":""}
Future RevOpsly metrics are captured separately by the platform.
Admin · Layout Manager
Control visible fields and filters per object.
Available Fields
Available Filters
Key Metrics Admin
Configure role metric visibility, ordering, and mapping controls.