Current State Process Inventory template
Metadata for every revenue process as it exists today.
Download Current State Process Inventory as Excel or CSV, free.
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Worked example
6 filled rows showing the level of detail that makes this inventory useful — from one fictional mid-market B2B SaaS company, so the examples across the library describe a single coherent operation. The download keeps these on a separate sheet, so the one you fill in starts empty.
| Process Name | Department | Trigger | Owner | Tools Used | Manual/Auto | Time Required | Bottlenecks |
|---|---|---|---|---|---|---|---|
| Inbound lead routing | RevOps | Form submission on any landing page | R. Okafor | HubSpot, Slack | Mostly Automated | 4 min | Territory table is a spreadsheet updated by hand; stale after every hire |
| MQL to SDR handoff | Marketing | Lead score crosses 65 | J. Bell | HubSpot | Mixed | 2 hours | No SLA enforced, so evening leads sit until the next morning |
| Quote approval | Sales | Discount above 15% | D. Whyte | HubSpot, Email | Fully Manual | 1.5 days | Single approver; nothing moves while he is travelling |
| Closed-won to onboarding | Cross-functional | Deal stage = Closed Won | S. Idris | HubSpot, Asana | Mostly Manual | 3 days | Scope is retyped from the proposal PDF, so it drifts from what was sold |
| Renewal forecast | CS | 120 days before term end | S. Idris | HubSpot, Sheets | Fully Manual | 6 hours/month | Health score lives in a spreadsheet nobody else can see |
| Commission calculation | Finance | Month end | Finance | Sheets | Fully Manual | 2 days | Reconciled against CRM by hand; disputes every quarter |
What's in it — 8 columns
The full schema is below, so you can see exactly what you're getting before you download it — or rebuild it by hand if you'd rather.
| Column | Input | Allowed values / hint |
|---|---|---|
| Process Name | Text | e.g. Lead Routing |
| Department | Choose one | Sales · Marketing · RevOps · CS · Finance · Cross-functional |
| Trigger | Text | What starts this? |
| Owner | Text | Who is responsible? |
| Tools Used | Text | e.g. HubSpot, Slack |
| Manual/Auto | Choose one | Fully Manual · Mostly Manual · Mixed · Mostly Automated · Fully Automated |
| Time Required | Text | e.g. 2 hours |
| Bottlenecks | Text | Where does it break? |
LEARN HOW TO FILL IT IN
This schema comes from Process Discovery in RevOps Audit, where the same table is an interactive tool that saves your work and exports into the full audit workbook.
See the course