Test your knowledge to understand your readiness for modern, scalable revenue growth

Revenue growth today is no longer driven by sales execution alone. As organizations introduce new pricing models, expand digital channels, activate partner ecosystems, and explore AI-powered offerings, the complexity behind revenue increases dramatically.

Revenue Operations (Rev Ops) sits at the center of this complexity. It connects strategy to execution by aligning people, processes, data, and technology across the entire revenue lifecycle - from how products are packaged and priced, to how deals are quoted, fulfilled, billed, renewed, and expanded.

When Revenue Operations is strong, organizations can:

• Launch new revenue models faster
  
• Serve customers consistently across channels
  
• Increase seller productivity and efficiency
  
• Scale growth without increasing operational cost
  
• Turn data and AI into real commercial advantage 

When it’s not, growth slows. Teams rely on manual workarounds, pricing becomes inconsistent, sellers lose time, and introducing change feels risky and expensive.

How to Use This Assessment 

Answer each question based on your current reality, not future plans. There are no right or wrong answers - only insight.

At the end, you’ll have:

• A clear maturity profile
  
• Practical guidance on what to focus on next
  
• Direction on how organizations at your stage typically unlock more value from Revenue Operations

Whether you’re early in your transformation or already operating at scale, this calculator is meant to support better decisions, clearer prioritization, and smarter growth. 

© Copyright 2026. All Rights Reserved.

Eran Agrios

SVP & GM, 
Financial Services 
Salesforce 

Nathan Crosby

VP of Sales and GTM - FINS/HLS
OSF Digital

Hosts:

VP & GM, 
Banking and Lending
Salesforce 

Greg Jacobi

Sean Catlin

EVP - Global Head of Strategy
OSF Digital

Why This Revenue Operations Health Check Exists

Most organizations know something in their revenue engine isn’t working as well as it could - but few have a clear, objective way to assess where they stand, or what to fix first.

This Revenue Operations Health Check is designed to help you:

• Understand the current maturity of your revenue operations
  
• Identify where complexity, fragmentation, or technical debt may be limiting growth
  
• Benchmark your readiness for modern revenue models, digital channels, and AI-powered selling
  
• Clarify the next logical steps based on your current state - not generic best practices

The assessment takes just a few minutes and covers the core dimensions that define modern Revenue Operations across industries.