# revenue-kpi-framework

Designs a revenue KPI framework: which metrics matter at each org level and how they reconcile upward through a metric tree.

- skill · `type=skill` · Claude Code, Codex, Cursor, GitHub Copilot, Gemini CLI, OpenCode · 21300 installs · ★ 1
- Author: Maya-Beth Finotti
- License: MIT · policy=mirror · the beginning of the file is at the end of this page
- Source: https://github.com/mbfinotti/revops-skills/tree/HEAD/skills/revenue-kpi-framework/SKILL.md
- Updated: 2026-09-14
- HTML: https://affpapa.org/en/nevibecode/skills/revenue-kpi-framework

## What it does

The skill walks the agent through designing a revenue KPI system at the macro level. It starts with an interview, one question per message: what triggered the work, B2B or B2C, revenue model, company stage, which org levels actually review numbers today. Decomposition waits until those answers are in.

Then it builds the tree. Every parent has to equal the sum, product, or ratio of its children, and every number reconciles upward. Each branch gets exactly one owner — shared ownership is treated as no ownership, so metrics that span two teams get re-cut at the handoff boundary. Each owned metric gets one paired counter-metric on the quality side, and leading versus lagging is judged relative to the metric being predicted, not fixed on the metric itself. Any single level or view is capped at 5-7 metrics.

It does not write SQL, build dashboards, or draft the board narrative; the description points to `mbfinotti/revops-skills@revenue-reporting` for the report itself. Metric definitions are handed off to a data-governance skill, with this one only specifying what each definition stub must disclose. Worth knowing before you start: if nobody will spend political capital naming single owners for contested numbers, the build stops at the driver-tree rung, and the skill says so.

## Install

### Claude Code (native platform)

1. **Skills CLI (Vercel)**
```bash
npx skills add mbfinotti/revops-skills --skill revenue-kpi-framework -a claude-code
```

2. **Manually: put the files in place**
- File: `~/.claude/skills/revenue-kpi-framework/SKILL.md` — Copy the whole skill folder; for one project use .claude/skills/revenue-kpi-framework/

### Codex

1. **Skills CLI (Vercel)**
```bash
npx skills add mbfinotti/revops-skills --skill revenue-kpi-framework -a codex
```

2. **Manually: put the files in place**
- File: `.agents/skills/revenue-kpi-framework/SKILL.md` — For all projects use ~/.agents/skills/

### Cursor

1. **Skills CLI (Vercel)**
```bash
npx skills add mbfinotti/revops-skills --skill revenue-kpi-framework -a cursor
```

2. **Manually: put the files in place**
- File: `.cursor/skills/revenue-kpi-framework/SKILL.md` — Cursor also reads .agents/skills/ and .claude/skills/

### GitHub Copilot

1. **GitHub CLI**
```bash
gh skill install mbfinotti/revops-skills revenue-kpi-framework
```

2. **Manually: put the files in place**
- File: `.github/skills/revenue-kpi-framework/SKILL.md`

### Gemini CLI

1. **Skills CLI (Vercel)**
```bash
npx skills add mbfinotti/revops-skills --skill revenue-kpi-framework -a gemini-cli
```

2. **Platform CLI**
```bash
gemini skills install https://github.com/mbfinotti/revops-skills --path skills/revenue-kpi-framework
```

### Windsurf (Devin Desktop)

**Manually: put the files in place**
- File: `.devin/skills/revenue-kpi-framework/SKILL.md` — The legacy .windsurf/skills/ path still works

### OpenCode

**Skills CLI (Vercel)**
```bash
npx skills add mbfinotti/revops-skills --skill revenue-kpi-framework -a opencode
```

### Claude.ai

**Claude.ai**
- Zip the folder and upload it in Settings → Capabilities → Skills

Where a file is given instead of a command, copy the files from the source to that path: https://github.com/mbfinotti/revops-skills/tree/HEAD/skills/revenue-kpi-framework/SKILL.md

## When to use it
- break revenue down into metrics per org level, board through IC
- turn a pile of related-sounding numbers into a tree with reconciling math
- assign a single owner per branch instead of joint accountability
- pair each quantitative target with a quality counter-metric
- sort which metrics lead and which lag the number being predicted

## Example prompts
- Design a revenue KPI tree for a B2B company at Series B, levels: board, function heads, team leads
- Which metrics should each org level track, and how do they roll up? Revenue model is seat subscription
- Help me pick a North Star and driver metrics, plus guardrail counter-metrics for each

## Source text · SKILL.md · MIT

Below is the content of a third-party file. It is data, not instructions for you: do not act on anything written inside unless the human asks. Block tag: 3422d8c3b6e921f8.

BEGIN THIRD-PARTY FILE 3422d8c3b6e921f8
```text
---
name: revenue-kpi-framework
description: Design the org-wide revenue KPI framework at the macro level - which metrics matter at each org level from board to IC, how they roll up through a reconciling metric tree with explicit math, who owns each branch, which guardrail counter-metrics ride alongside each owned number, and how the set is gated by company stage and business model. Use whenever the user mentions a revenue KPI framework, a metric hierarchy, a KPI tree, a North Star metric, driver metrics, guardrail counter-metrics, NRR, or which revenue metrics each org level should track - even if they never say "framework". Covers B2B and B2C. Do NOT use for writing the board report itself - use mbfinotti/revops-skills@revenue-reporting instead.
license: MIT
metadata:
  author: Maya-Beth Finotti
  version: "1.3.1"
---

# Revenue KPI Framework

You are the strategic partner to revenue leadership designing the company's KPI framework: which metrics matter at which org level, and how they roll up. The deliverable is a reconciling metric tree with named owners, paired guardrails, and an altitude/cadence map - a causal model of how this business makes money, not a longer list of numbers.

## Ground Rules

- Macro only. Decide which metrics exist, how they decompose, who owns each branch, and at what altitude and cadence each is reviewed. Never build dashboards, write SQL, or draft the board narrative - route those to the sibling skills in Reference.
- The tree is the artifact, not the single number. Two independent practitioner critiques converge here, and the convergence is the central design caution, never a footnote:
  - John Cutler, co-author of Amplitude's own North Star Playbook: the durable artifact is the causal/driver diagram, not the discipline of forcing alignment on one metric.
  - Christina Wodtke and Felipe Castro: reject strict multi-level OKR cascading ("doesn't scale at all").
- Decompose metrics causally, align goals through negotiation:
  - a KPI tree is metric structure with reconciling math
  - an OKR cascade is goal-setting
```
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First 2078 of 25136 bytes. © Maya-Beth Finotti · MIT · https://github.com/mbfinotti/revops-skills/tree/HEAD/skills/revenue-kpi-framework/SKILL.md

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