If you’re tired of GTM reports that look pretty but do nothing for your team, you’re in the right place. This guide is for anyone who needs to actually do something after a quarterly business review—not just nod along to slide after slide. We’ll walk through using Gamma to build GTM reports that cut through the noise, highlight what matters, and make next steps obvious. No more “insights” that go nowhere.
Why Most GTM Reports Fall Flat
Let’s be honest: most GTM (Go-To-Market) reports are long on charts and short on impact. They’re packed with vanity metrics, lack a clear story, and rarely answer the real questions the business needs to move forward. The result? Quarterly reviews that waste everyone’s time.
What works is a report that’s simple, actionable, and tailored to your audience. Gamma can help, but only if you use it right. Here’s how to make it work for you.
Step 1: Nail Down What Actually Matters
Before you even touch Gamma, pause. The biggest mistake people make is jumping straight into dashboards and data dumps. Instead:
- Ask: What decisions need to come out of this QBR?
- New market focus?
- Doubling down on a segment?
- Fixing a broken part of the funnel?
- Figure out who’s in the room. Don’t just build for your boss—consider sales, marketing, product, and anyone else who’ll act on this.
- Prioritize 3-5 questions. More than that and you’re just listing stats.
Pro tip: If you can’t say, in one sentence, what the report is supposed to unlock, you’re not ready to build it.
Step 2: Collect Only the Data You Need
Gamma makes it easy to pull in data from lots of places. That’s a blessing and a curse.
- Start with your 3-5 questions. For each, list the metrics that actually answer them.
- Ignore the rest. Nobody cares about email open rates if pipeline velocity is the real problem.
- Source clean data. Garbage in, garbage out. Pull from your CRM, marketing automation, or spreadsheets—wherever the data’s most trustworthy.
- Document your sources. If you’re blending data (say, CRM + web analytics), jot down where each number comes from. It’ll save headaches later.
What to skip: Pulling every available metric “just in case.” It clutters your report and distracts from what matters.
Step 3: Set Up Your Gamma Workspace
If you haven’t used Gamma before, it’s a presentation tool built for interactive docs—think slides that don’t suck. Here’s the practical setup:
- Create a new workspace or doc for your QBR.
- Name your report clearly. (“Q2 GTM Review – North America” beats “Untitled Doc 7” every time.)
- Import your data. Gamma can connect to Google Sheets, CSVs, and some direct integrations. If you’re stuck, just copy-paste your tables in.
- Decide on a structure:
- Executive summary (1 slide)
- Key questions & answers (1-2 slides/question)
- Calls to action / next steps (1 slide)
- Appendix (optional—park your raw data here)
Pro tip: Don’t over-design. A few clean slides with room for discussion beat a flashy, unreadable deck.
Step 4: Build Slides That Drive Action
This is where most reports go wrong—they inform, but don’t drive change. In Gamma, use these tactics to keep things on track:
1. Start With the “So What?”
Open each section with a one-sentence takeaway. If the data says pipeline coverage is dropping, write: “Pipeline coverage dropped 20% in Q2—need to address top-of-funnel.”
2. Visualize Only What Matters
Gamma’s charts and tables are handy, but don’t overdo it.
- Use bar charts for comparisons.
- Line charts for trends.
- Tables for detailed breakdowns (but keep them readable).
If you can’t explain a chart in 10 seconds, rework it or cut it.
3. Highlight Gaps and Wins
Don’t hide the ugly stuff. Use callouts, colored backgrounds, or Gamma’s annotation tools to point out:
- Missed targets
- Unexpected wins
- Areas that need discussion
4. Add Context, Not Fluff
Numbers are meaningless without context. For each metric:
- Compare to last quarter and target.
- Briefly explain what changed, and why (if you know).
- If you don’t know, flag it as a question for the group.
5. Action Items Front and Center
Every key slide should end with a clear next step. Not “Discuss in Q4,” but “Assign owner to fix lead routing by July 15.”
Step 5: Review and Ruthlessly Edit
Before you share your Gamma report:
- Cut anything that doesn’t answer a key question.
- Check your sources and calculations. Nothing kills credibility like a math error.
- Share a draft with 1-2 stakeholders. Ask, “Does this help you make a decision?” If not, fix it.
- Test it in presentation mode. Does it flow? Are there slides nobody will care about? Delete them.
What to ignore: The urge to impress with slide count or design flair. Decision-makers care about clarity, not gradients.
Step 6: Run the Review Like a Workshop, Not a Lecture
Gamma’s interactive features let you drive engagement, not just talk at people. Use them:
- Live polls or reactions: If you want real feedback (and not just nodding heads).
- Click-through deep dives: Let people explore extra data only if they want it.
- Assign action items in real time: Don’t wait for follow-up emails nobody reads.
Pro tip: If you’re just reading slides, you could’ve sent an email. Use the session to push for decisions and owner assignments.
What to Watch Out For
- Don’t chase perfection. A “good enough” actionable report is better than a flawless but useless one.
- Avoid analysis paralysis. Focus on the biggest levers, not every possible metric.
- Watch for data trust issues. If your team doesn’t believe the numbers, fix the source or flag it—don’t fake confidence.
Summary: Keep It Simple, Iterate Fast
Quarterly business reviews should move your GTM strategy forward, not just recap the past. Gamma can help you build reports that actually make a difference—if you keep things focused, actionable, and honest.
Start with what matters, cut the fluff, and make next steps unavoidable. Don’t sweat making it perfect. Each quarter, tweak your process based on what actually led to action. That’s how you make reporting worth everyone’s time.
Now go build a report that gets people talking—and acting.