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Take the Jovi Revenue Discovery Assessment

The Jovi Revenue Discovery Assessment™ estimates your revenue opportunities, pinpoints where marketing, sales, and customer success fall out of sync, and quantifies how those gaps impact pipeline health, forecasting accuracy, and overall revenue performance.

Completing it takes about 3 minutes. Your personalized results will be delivered directly to your inbox, highlighting a range of additional revenue availability, key leak sources, and actionable steps to restore revenue predictability. Go here to see a sample report.

Section 1 of 4 — Alignment. Select the degree to which you disagree or agree with the following:

	Strongly Disagree	Disagree	Neutral	Agree	Strongly Agree
1.1 - Marketing, Sales and Customer Success carry a common pipeline and revenue goal each quarter.
1.2 - Lead-to-opportunity stages are documented and universally followed.
1.3 - Marketing, Sales, and Customer Success leaders meet to review campaign, pipeline, and revenue data together on a regular cadence (e.g., weekly or monthly).
1.4 - Joint GTM planning sessions across functions are held at least quarterly.
1.5 - There is one CRM and reporting layer everyone trusts for revenue metrics.
1.6 - Open deals have next steps and close dates updated each week.
1.7 - Marketing, Sales, and Customer Success leaders have clearly documented responsibilities for revenue outcomes.
1.8 - Functional leaders have personal targets tied to key revenue and performance metrics.

Section 2 of 4 — Forecasting. Select the degree to which you disagree or agree with the following:

	Strongly Disagree	Disagree	Neutral	Agree	Strongly Agree
2.1 - The last four quarters' forecasts were consistently close to actuals.
2.2 - Forecasting and pipeline management is handled in a single tool.
2.3 - Over 80% of team members follow documented sales stages, the defined criteria for moving between stages, and the supporting materials provided.
2.4 - All functions use the same definitions for stages and probability weighting.
2.5 - Key revenue and performance metrics are reported to the board each month.
2.6 - Leading indicators (such as pipeline velocity and coverage) are used to adjust forecasts mid-quarter.

Section 3 of 4 — Data Quality. Select the degree to which you disagree or agree with the following:

	Strongly Disagree	Disagree	Neutral	Agree	Strongly Agree
3.1 - Duplicate and stale data are cleansed at least monthly.
3.2 - Customer-facing teams can see marketing engagement, product usage, and billing history in one view.
3.3 - New revenue can be reliably attributed back to a first-touch campaign and source.
3.4 - Executives view live dashboards (no manual spreadsheets) for pipeline & retention.

Section 4 of 4 — Systems and Automation. Select the degree to which you disagree or agree with the following:

	Strongly Disagree	Disagree	Neutral	Agree	Strongly Agree
4.1 - Lead routing, renewals, and upsells are automated across systems.
4.2 - Marketing automation, CRM, and finance systems are bi-directionally synced automatically (not via manual uploads).
4.3 - Over 80% of licensed GTM tools are actively used by team members and managers.
4.4 - Training and enablement programs (such as sales playbooks, onboarding, or product training) are tied to measurable improvements in win rates.
4.5 - There is a single RevOps owner with budget and authority across GTM.

What is your work email address? (So that we may send the report. We will not use it for promotional purposes.)

What is your industry (and specify if this is B2B or B2C, e.g., B2B SaaS)?

What is your company size (in employees)?

In which regions do you market? (select all that apply)

What is your company's projected revenue range for the fiscal year? (This is an optional question, but we strongly recommend answering as it provides a basis for comparison vs. companies with similar revenues).

Privacy Notice Your responses are confidential and used only for Jovi’s Revenue Discovery Assessment. Data is encrypted, anonymized, and processed in a secure AI environment that does not train on or store your information. Personally identifiable details are masked before analysis. By submitting, you agree to these privacy terms.