Revenue leakage identification worksheet

What is a revenue leakage identification worksheet?

The revenue leakage identification worksheet is a hands-on tool that walks you through seven steps to uncover, understand, and prevent lost revenue. It starts by helping you map out your revenue streams and ends with practical guidance for long-term monitoring.

Each step includes helpful prompts and exercises, like identifying billing gaps, spotting system disconnects, and digging into root causes. You’ll also gather key data, analyze where things break down, and define clear actions to plug the leaks – before they get bigger.

Who is it for?

This worksheet is designed for revenue leaders, RevOps professionals, finance teams, and anyone who plays a part in managing your company’s revenue cycle. If you're responsible for billing, reporting, or optimizing revenue processes – this one’s for you.

It’s especially helpful for businesses that rely on multiple tools, teams, or sales channels. Whether you're scaling fast or trying to tighten up your operations, the worksheet helps bring clarity to a complex picture.

How to use the template

Using the worksheet is straightforward:

1. Download the PDF and work through each step in order.
2. Start broad by listing your revenue streams and forecasting expectations.
3. Zoom in on problem areas like manual billing, data sync issues, or discounts gone rogue.
4. Collect and analyze data from your systems, team feedback, and historical reports.
5. Investigate the root causes and map out the full revenue flow.
6. Assign fixes and ownership for each leak you’ve found.
7. Set up monitoring so you can stay ahead of issues instead of reacting to them.

Download your revenue leakage identification worksheet

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Revenue leakage identification worksheet

Revenue leakage identification worksheet Revenue leakage is like a slow drip that quietly drains your business’s income — and it’s more common than you might think. It happens when your company doesn’t collect all the revenue it’s entitled to, often due to billing errors, missed payments, or pr…

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