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RevOps — Overview
The RevOps add-on: pipeline stages, product pricing catalog and territories/quotas.
Module Overview
The RevOps add-on (package id revops, domain REVOPS) aligns Sales, Marketing and Customer Success revenue processes, commissions and pricing. It is a wired, purchasable package gated by a tenant entitlement and per-user RevOps roles, with a front-line Sales Representative role for day-to-day deal work.
At a glance
- Domain: REVOPS
- URL prefix:
/revops/… - Governance screens: Roles, RevOps Team (staff)
- Operational master data: Pipeline Stages, Product Pricing Catalog, Territories & Quotas
Capabilities
RevOps ships with 15 capabilities spanning configuration (Sales Ops), analytics (Analyst) and front-line deal work (Sales Representative). Approver capabilities carry sign-off authority.
| Capability | Purpose | Approver |
|---|---|---|
| rev:pipeline:manage | Manage pipeline stages & criteria | |
| rev:deal:approve_discount | Approve deal discounts & terms | Yes |
| rev:churn:predict_view | View churn risk & ARR/MRR | |
| rev:commission:calc | Compute & approve commissions | Yes |
| rev:attribution:view | View revenue attribution | |
| revops:pipeline:view | View pipeline stages & deals | |
| revops:pipeline:manage | Edit pipeline / deal stages | |
| revops:pricing:override | Define special prices / discounts | Yes |
| revops:commissions:calculate | Manage commission calc rules | Yes |
| revops:analytics:read | Read forecasts & churn reports | |
| revops:deals:create | Open new opportunities | |
| revops:deals:read_assigned | View assigned deals | |
| revops:deals:update_stage | Update a deal stage | |
| revops:activities:log | Log calls, meetings, emails | |
| revops:quotes:create | Create customer quotes |
Pages in this section
Frequently Asked Questions
What roles does RevOps ship with?
RevOps Manager, Sales Ops Specialist, Revenue Analyst, Sales Representative and Deal Desk Manager. See Domain Roles & Capabilities.
What is the difference between Sales Ops and Sales Representative?
Sales Ops Specialist configures pipelines, quotas and commission rules; the Sales Representative works inside those processes every day — creating deals, logging activities and building quotes.
Can a RevOps user see other add-ons’ data?
No. A RevOps role exposes only REVOPS and GLOBAL capabilities.
Is it available out of the box?
Yes — revops is a wired package; a tenant admin activates it and the seeded roles install on first open.