Step 1 · Your role
Welcome, David.
Sarah Chen invited you to Acme Industries' RevOpNow workspace. Quick question first — what's your role?
Pick your role
CEO / COO / Board
The whole business in one view, decisions-ready.
CFO / Finance Lead
Financial oversight, board reporting, capital decisions.
FP&A
Numbers — Annual Recurring Revenue, burn, forecasts.
Revenue Operations
Pipeline, forecast, segment metrics.
Sales Leadership
Quota, pipeline, deal velocity.
Customer Success
Retention, health scores, renewals.
Your role shapes what you see and what you can steward. As CFO, you'll be able to claim financial metrics — but you can adjust later.
Step 2 · What's already here
Here's what's already in Acme's workspace.
You're the second person here. You don't need to set anything up — Sarah's already done it.
A
Acme Industries · Workspace
Founded 9 days ago
Set up by
SC
Sarah Chen · VP, FP&A
Connected systems
4
3 spreadsheets uploaded · 47 metrics defined so far
SFSalesforce
NSNetSuite
StStripe
GnGong
64
Building
Workspace fidelity
64 — Building
Healthy start. Climbs as more sources connect and more metrics get stewarded.
Who stewards what
Financial metrics
Annual Recurring Revenue, burn, runway, gross margin · 18 metrics
SC
Sarah Chen
Sales pipeline metrics
Pipeline coverage, forecast accuracy, win rate · 12 metrics
SC
Sarah Chen
Customer health metrics
Net Revenue Retention, churn, support load · 11 metrics
?
No steward yet
Marketing metrics
Pipeline generation, attribution, campaign efficiency · 6 metrics
?
No steward yet
As CFO, you'll inherit a co-steward role on Financial metrics by default. Sarah remains primary; conflicts route to her unless you change ownership in Settings. Customer health and Marketing have no steward — you can claim or delegate later.
Step 3 · Add sources
Want to bring in CFO data?
Sarah connected the basics. CFOs often add a few more — pick any, or skip if Sarah's setup is enough.
Already connected by Sarah
SFSalesforce
NSNetSuite
StStripe
GnGong
4 systems · 47 metrics defined
Often added by CFOs
Don't see what you need? Browse all 80+ integrations →
Skip if Sarah's setup covers it — you can add anything from your dashboard later. Each new source raises Acme's workspace fidelity.
Step 4 · Add your lens
Want to add your own CFO lens?
Optional. RevOpNow already has Sarah's full setup. These are the kinds of things a CFO often wants on top — pick any, or skip and head straight to the workspace.
Things CFOs typically add
R
Anything else on your mind?
Skip this entirely — Acme's workspace is already functional. You can add anything here from your dashboard later.