Weekly GTM Report Template

Use this report template for your weekly GTM leadership update. It is designed to take less than 30 minutes to prepare if your data sources are set up correctly. The report covers what happened this week, what is on track, what is off track, and what needs attention — without burying leadership in 40 metrics they will not read.

Report Header

GTM Weekly Report
Week of: 12-16 Oct (example)
Prepared by: your name
Distribution: VP Sales, VP Marketing, CEO, RevOps

Section 1: Pipeline Snapshot

Lead with the number that matters most: pipeline coverage.

Metric	This Week	Last Week	WoW Change	Quarter Target	% to Target
Total Qualified Pipeline ($)
Pipeline Coverage Ratio				3.0x minimum
New Pipeline Created ($)
New Opportunities (#)
Pipeline Churned ($) (lost/disqualified)
Net Pipeline Change ($)

Pipeline commentary (2-3 sentences max):

What drove the change this week? A new big deal entered, a major opportunity was lost, or a seasonal pattern?

Section 2: Marketing Performance

Metric	This Week	WTD Target	% to Target	MTD Actual	Monthly Target
MQLs
SQLs
Inbound Demo Requests
Organic Traffic
Content Published

Top performing channel this week: name the channel, plus one sentence on why.

Marketing commentary:

Any campaign launches, content milestones or channel changes worth noting. Keep to 2-3 sentences.

Section 3: Sales Activity & Efficiency

Team Activity Summary

Metric	This Week	Avg (Last 4 Weeks)	Target
Calls Made
Emails Sent
Meetings Booked
Meetings Held
Proposals Sent

Deals in Motion

Deal	Stage	Amount	Expected Close	Score (/30)	Status	Next Step
Company A (example)	Negotiation				On Track	Legal review scheduled for Thursday
Company B	Proposal				At Risk	Champion went silent — re-engage via LinkedIn
Company C	Discovery				On Track	Technical demo scheduled for next Tuesday

Use the pipeline review scorecard to generate deal scores consistently.

Forecast Summary

Category	Amount ($)	# Deals	Change vs Last Week
Commit
Best Case
Pipeline
Total Weighted Forecast

Forecast commentary:

Are we on track to hit the quarter? What needs to happen? One paragraph max.

Section 4: Wins & Losses

Closed Won This Week

Deal	Amount	Sales Cycle (Days)	Source	Key Factor
			Inbound or outbound	What got the deal over the line

Closed Lost This Week

Deal	Amount	Stage Lost At	Source	Loss Reason
				Primary reason: competitor, timing, budget, or no decision

Win/Loss commentary:

Patterns in wins or losses. Did the same competitor come up twice? Did pricing kill multiple deals?

Section 5: Blockers & Action Items

Open Blockers

Blocker	Impact	Owner	Requested Resolution Date
Example: CRM sync broken — Outreach activities not logging	Example: SDR activity data missing from reports
Example: Legal review backlog — 3 contracts pending for 10+ days	Example: $180K in commit deals delayed

Action Items from Last Week

Action Item	Owner	Status
		Done / In Progress / Not Started

New Action Items

Action Item	Owner	Due Date

Section 6: Key Metrics Trends (Monthly)

Include this section on the first report of each month. It shows rolling trends that are not visible in weekly snapshots.

Metric	Month 1	Month 2	Month 3 (Current)	3-Month Trend
MQL → SQL Conversion
SQL → Opp Conversion
Win Rate
Average Deal Size
Average Sales Cycle (days)
CAC

Pull trend data from your GTM metrics dashboard. If you notice a metric declining for 3+ consecutive weeks, flag it in the Blockers section before it becomes a problem.

Preparation Checklist

Run through this every week before writing the report:

• Pull CRM pipeline data (filter by quarter, by stage)
• Pull marketing metrics from MAP and Google Analytics
• Pull sales activity data from sequencing tool (Outreach, Salesloft)
• Review won/lost deals this week and document reasons
• Check last week’s action items for status updates
• Check blocker status with relevant owners
• Write commentary sections (keep each to 2-3 sentences)
• Send at the same day and time every week (for example, Friday 15:00) — consistency matters more than perfection

Automate as much data pulling as possible through your analytics integrations. The report should take 30 minutes of writing, not 90 minutes of data wrangling.

How to Customize

• For teams with separate inbound and outbound motions, split Section 3 into two subsections: Inbound Sales Activity and Outbound Sales Activity. Pipeline quality and conversion rates are usually very different between these motions, and a combined view hides underperformance.
• For board-level reporting, create a monthly version that strips out Section 3 (activity detail) and Section 5 (blockers) and replaces them with a financial summary: ARR added, ARR churned, net new ARR, and comparison to plan. Board members want outcomes, not activity.
• For fast-growing teams adding headcount, add a “Ramp Tracker” section showing new rep names, start dates, ramp week, and activity-vs-target for each. This gives leadership visibility into whether new hires are tracking to plan per the SDR onboarding checklist.