People Inventory template
Every person who touches revenue operations in any capacity.
Download People Inventory as Excel or CSV, free.
One form unlocks every template and paper on the site.
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.
| Name | Title | Department | Reports To | Comp Model | Tenure | Revenue Influence |
|---|---|---|---|---|---|---|
| R. Okafor | Director, Revenue Operations | RevOps | COO | Base + Bonus | 3 years | Strategic |
| D. Whyte | Sales Manager, Mid-Market | Sales | CRO | Base + Commission | 2 years | Direct |
| J. Bell | Head of Demand Generation | Marketing | CMO | Base + Bonus | 18 months | Direct |
| S. Idris | Customer Success Lead | CS | COO | Base + Bonus | 4 years | Direct |
| M. Alvarez | Revenue Analyst | RevOps | R. Okafor | Base only | 10 months | Supportive |
| K. Sun | Partnerships Manager | Sales | CRO | Base + Commission | 1 year | Indirect |
What's in it — 7 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 |
|---|---|---|
| Name | Text | Full name |
| Title | Text | e.g. SDR Manager |
| Department | Choose one | Sales · Marketing · RevOps · CS · Finance · Product · Executive · Other |
| Reports To | Text | Manager name |
| Comp Model | Choose one | Base only · Base + Commission · Base + Bonus · Full Commission · Other |
| Tenure | Text | e.g. 2 years |
| Revenue Influence | Choose one | Direct · Indirect · Supportive · Strategic |
LEARN HOW TO FILL IT IN
This schema comes from Individual Profiles 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