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: {{date range}}
Prepared by: {{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 ($)	${{X}}	${{X}}	{{+/-}}%	${{X}}	{{X}}%
Pipeline Coverage Ratio	{{X}}x	{{X}}x		3.0x minimum
New Pipeline Created ($)	${{X}}	${{X}}	{{+/-}}%
New Opportunities (#)	{{X}}	{{X}}
Pipeline Churned ($) (lost/disqualified)	${{X}}	${{X}}
Net Pipeline Change ($)	${{X}}	${{X}}

Pipeline commentary (2-3 sentences max):

{{What drove the change this week? New big deal entered? Lost a major opportunity? Seasonal pattern?}}

Section 2: Marketing Performance

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

Top performing channel this week: {{channel}} — {{one sentence on why}}

Marketing commentary:

{{Any campaign launches, content milestones, 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	{{X}}	{{X}}	{{X}}
Emails Sent	{{X}}	{{X}}	{{X}}
Meetings Booked	{{X}}	{{X}}	{{X}}
Meetings Held	{{X}}	{{X}}	{{X}}
Proposals Sent	{{X}}	{{X}}	{{X}}

Deals in Motion

Deal	Stage	Amount	Expected Close	Score (/30)	Status	Next Step
{{Company A}}	Negotiation	${{X}}	{{date}}	{{X}}	On Track	Legal review scheduled {{date}}
{{Company B}}	Proposal	${{X}}	{{date}}	{{X}}	At Risk	Champion went silent — re-engage via LinkedIn
{{Company C}}	Discovery	${{X}}	{{date}}	{{X}}	On Track	Technical demo scheduled {{date}}

Use the pipeline review scorecard to generate deal scores consistently.

Forecast Summary

Category	Amount ($)	# Deals	Change vs Last Week
Commit	${{X}}	{{X}}	{{+/- $X}}
Best Case	${{X}}	{{X}}	{{+/- $X}}
Pipeline	${{X}}	{{X}}	{{+/- $X}}
Total Weighted Forecast	${{X}}

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
{{Company}}	${{X}}	{{X}} days	{{Inbound/Outbound}}	{{What got the deal over the line}}

Closed Lost This Week

Deal	Amount	Stage Lost At	Source	Loss Reason
{{Company}}	${{X}}	{{stage}}	{{source}}	{{Primary reason — competitor, timing, budget, 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
{{e.g., “CRM sync broken — Outreach activities not logging”}}	{{e.g., “SDR activity data missing from reports”}}	{{name}}	{{date}}
{{e.g., “Legal review backlog — 3 contracts pending for 10+ days”}}	{{e.g., “$180K in commit deals delayed”}}	{{name}}	{{date}}

Action Items from Last Week

Action Item	Owner	Status
{{item}}	{{name}}	Done / In Progress / Not Started

New Action Items

Action Item	Owner	Due Date
{{item}}	{{name}}	{{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	{{X}}%	{{X}}%	{{X}}%
SQL → Opp Conversion	{{X}}%	{{X}}%	{{X}}%
Win Rate	{{X}}%	{{X}}%	{{X}}%
Average Deal Size	${{X}}	${{X}}	${{X}}
Average Sales Cycle (days)	{{X}}	{{X}}	{{X}}
CAC	${{X}}	${{X}}	${{X}}

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 by {{day/time}} every week — 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.