Strategy & Finance Specialization

10-12 hours5 lessons2 exercises1 assessment

Master unit economics, capacity planning, board metrics, and strategic planning. Learn to be the analytical partner to the CEO and CFO on revenue strategy.

What You'll Learn

Build financial models for revenue planning
Design capacity and headcount models
Create board-ready metrics and reporting
Conduct scenario analysis for strategic decisions
Partner with finance on revenue forecasting

Prerequisites

Complete Practitioner Certification
Strong financial modeling skills
Understanding of SaaS business models

Take Foundations Assessment

Curriculum

Lesson30 min

RevOps as Strategic Partner

Evolving from operator to executive advisor

Start

Lesson60 min

SaaS Unit Economics

Deep dive on LTV, CAC, and efficiency metrics

Start

Lesson45 min

Board Metrics & Reporting

What boards and investors want to see

Start

Lesson60 min

Capacity Planning

Headcount models, ramp assumptions, and coverage ratios

Start

Exercise60 min

Financial Modeling Exercise

Build a revenue plan with capacity constraints

Start

Lesson45 min

RevOps Dashboard Design

The executive view of revenue operations

Start

Exercise90 min

Full RevOps Audit

Capstone: Comprehensive company assessment

Start

Assessment60 min

Expert Assessment

Demonstrate strategic RevOps expertise

Start

Key Terms

ltv cac ratio cac payback period burn multiple rule of 40 magic number arr nrr sales efficiency ratio

Certified RevOps Strategist

Complete all modules and pass the final assessment to earn your certification.

Start Learning