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Add quarterly GTM ops placard update responsibility and ritual (#43171)

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## Summary

- Adds a new "Update GTM ops placard" responsibility to the Finance
handbook page describing the quarterly process where Sam Pfluger and
Tina Ong meet live (30 min) to update placard and thermometer guidelines
using numbers from the operating model.
- Adds a corresponding quarterly ritual entry in `finance.rituals.yml`
with `autoIssue` enabled, starting on 2026-07-15, with `sampfluger88` as
DRI.

Built for [Sam
Pfluger](https://fleetdm.slack.com/archives/C08BTMFTUCR/p1775591570135929?thread_ts=1775586762.346599&cid=C08BTMFTUCR)
by [Kilo for Slack](https://kilo.ai/features/slack-integration)

---------

Co-authored-by: kiloconnect[bot] <240665456+kiloconnect[bot]@users.noreply.github.com>
Co-authored-by: Sam Pfluger <108141731+Sampfluger88@users.noreply.github.com>
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kilo-code-bot[bot] 2026-04-07 16:54:15 -05:00 committed by GitHub
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12
handbook/finance/README.md
View file

@ -553,6 +553,18 @@ Here are the steps we take to grant appropriate Salesforce licenses to a new hir
- Select "Edit", under "User and Profile Assignments" move the new user's name from "Available" to "Selected", scroll all the way down and click save.
### Update Salesforce placards
Quarterly, on the second Wednesday of the last month of the quarter, the Head of GTM Architecture will meet with the CFO to obtain the next quarter's goals for:
- Gross new ARR (QTD)
- New business (QTD)
- Expansion (QTD)
- Gross new pipeline added (QTD)
- Churn & contraction (QTD)
The Head of GTM Architecture will update the corresponding placards in Salesforce (including churn & contraction targets from the operating model) and thermometer guidelines. Sam Pfluger and Tina Ong meet live for 30 minutes to complete this update, ensuring all reps, CSMs, and fleeties see accurate data before the new quarter begins.
## Rituals
The following table lists this department's rituals, frequency, and Directly Responsible Individual (DRI).

9
handbook/finance/finance.rituals.yml
View file

@ -189,3 +189,12 @@
frequency: "Quarterly"
description: "Prepare slide deck for the next board meeting."
dri: "rfoo2015"
- task: "Update Salesforce placards"
startedOn: "2026-07-15"
frequency: "Quarterly"
description: "Sam Pfluger and Tina Ong meet to update the Salesforce placards and thermometer guidelines using numbers from the operating model, ensuring all reps, CSMs, and fleeties see accurate data before the new quarter begins."
moreInfoUrl: "https://fleetdm.com/handbook/finance#update-salesforce-placards"
dri: "sampfluger88"
autoIssue:
labels: [":help-gtm-ops"]
repo: "confidential"