GTM Reporting Dashboard Build
Sales & GTM
What it tests
Ability to translate GTM strategy into a reporting layer that different stakeholders can actually use — without over-engineering or under-scoping
Format
- 1Candidate receives a brief: the company has a new VP of Sales who wants a weekly GTM dashboard covering pipeline coverage, rep activity, conversion rates by stage, and forecast vs. actuals
- 2Task 1: design the full dashboard in a tool of their choice (Google Sheets, Looker, Tableau, even a detailed wireframe) — must cover 3 audience layers: exec, manager, and individual rep
- 3Task 2: document the data sources, refresh cadence, and who owns each metric definition
- 4Task 3: flag 2 metrics that are commonly requested but are actually misleading — explain why and what to show instead
What to look for
- Does the executive layer show 3–5 decision-making metrics — or a wall of data that requires interpretation?
- Is the manager layer actionable (who needs coaching, which deals need attention) rather than just aggregated rep data?
- Can they identify genuinely misleading metrics (e.g., 'number of activities' without quality signal) and articulate the substitution?
- Is metric ownership documented — or left vague, which in practice means it belongs to nobody?
Adaptation guide
Provide your actual GTM reporting brief instead of a generic one — candidates who design against a real business context deliver more useful signal. For smaller companies, collapse the 3 audience layers into 2 (exec + team).
Full description
Format:
- Candidate receives a brief: the company has a new VP of Sales who wants a weekly GTM dashboard covering pipeline coverage, rep activity, conversion rates by stage, and forecast vs. actuals
- Task 1: design the full dashboard in a tool of their choice (Google Sheets, Looker, Tableau, even a detailed wireframe) — must cover 3 audience layers: exec, manager, and individual rep
- Task 2: document the data sources, refresh cadence, and who owns each metric definition
- Task 3: flag 2 metrics that are commonly requested but are actually misleading — explain why and what to show instead
Time: 90 minutes (take-home)
What to look for:
- Does the executive layer show 3–5 decision-making metrics — or a wall of data that requires interpretation?
- Is the manager layer actionable (who needs coaching, which deals need attention) rather than just aggregated rep data?
- Can they identify genuinely misleading metrics (e.g., "number of activities" without quality signal) and articulate the substitution?
- Is metric ownership documented — or left vague, which in practice means it belongs to nobody?
Adaptation: Provide your actual GTM reporting brief instead of a generic one — candidates who design against a real business context deliver more useful signal. For smaller companies, collapse the 3 audience layers into 2 (exec + team).
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