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marketing-to-pipeline-board-report

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Use this skill when preparing a marketing report for a CEO, CFO or board and you need to translate channel metrics into pipeline and revenue language. Produces a one page decision oriented report with variance to plan, attribution confidence and a clear ask.

skills/gaetano-romeo/marketing-to-pipeline-board-report/SKILL.md

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Oct 20, 2026
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Turn channel and campaign metrics into a pipeline and revenue story that executives can act on in two minutes.

## Inputs to load

* Plan versus actual for sourced pipeline, influenced pipeline and closed won revenue.
* Channel level spend and pipeline contribution, as shares of the total.
* Sales cycle length and stage conversion rates.
* The decision or approval the report supports.

## Build the report in this order

1. **The ask.** One sentence stating the decision requested from the reader. If there is no decision, state what the reader should take away.
2. **Result versus plan.** Pipeline and revenue variance as percentages, split into sourced and influenced.
3. **Why it happened.** Maximum three drivers, each tied to a channel or a motion, each with its evidence.
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