01
Primary path
Customer
champions.
The designated platform lead inside a Revalytics customer. Learns the system, owns the daily review rhythm, and trains the rest of the team.
Who it's for
One champion
per company.
The Analyst credential is the foundation layer for anyone who needs to read Revalytics data and translate it into daily decisions. Customer champions earn it during onboarding. External advisors can earn it directly.
Customer
02
Consultants
Advisors &
consultants.
Trades-business advisors who need a shared operating language for revenue intelligence, scorecards, and decision reviews.
03
Agency
Agency
marketers.
Marketing partners who want to read Revalytics data and connect spend, booked jobs, and revenue outcomes with less translation.
04
Individual
Operators &
analysts.
Owners, GMs, ops leads, and analysts building the basic data discipline needed for revenue control.
Curriculum
Three skill areas.
No filler.
Analyst is the foundation credential. It teaches the minimum operating language every Revalytics champion needs: scorecards, spend, and funnel drop off.
01
Scorecard
Daily scorecard
literacy.
Read the Revalytics daily scorecard, understand metric definitions, and know which changes require attention.
- Scorecard metric definitions
- Revenue risk signals
- Daily review workflow
02
Marketing ROI
Spend vs.
revenue.
Connect ad spend, booked work, and revenue outcomes. Learn when spend is producing income and when it is only producing activity.
- Cost per job analysis
- Spend attribution
- Budget efficiency flags
03
Funnel
Drop off &
lead tracking.
Identify where leads and estimates stall. Read missed call, conversion, and follow up signals without turning the review into a spreadsheet archaeology dig.
- Missed call tracking
- Estimate conversion rates
- Drop off quantification
How to earn it
Two paths.
One credential.
Customers earn it through onboarding. External enrollees earn it through the self paced course and exam. Same credential. Same standard.
Path A · Primary
Onboarding
to certified.
- 01
Customer signs up and onboards
FSM connection, ad platforms, and native call tracking are provisioned. The champion is identified.
- 02
Champion completes initial training
Self paced curriculum covering all three skill areas with practical data scenarios.
- 03
Demonstrate proficiency
Online exam tests applied interpretation. Reading data and choosing the right next action.
- 04
Receive your credential
Verified digital badge and PDF certificate. Free. Included with the platform.
Path B · External
Course
to credential.
- 01
Apply to the partner network
Open to coaches, marketing agencies, and fractional CFOs who advise trades businesses.
- 02
Complete the self paced course
Same curriculum, same three skill areas, same depth as the customer path.
- 03
Pass the online exam
Applied interpretation. Not memorization.
- 04
Receive your credential
Digital badge and PDF certificate. Free, once your partner application is approved.
Annual recertification
The standard
moves with the product.
Every Analyst credential is renewed annually. As Revalytics ships new functionality, certified Analysts complete a short update module to maintain active credential status.
For customer champions, the annual update is included with the platform at no extra cost.
The credential
Verifiable.
Public. Yours.
A shareable, publicly verifiable digital credential recognized across the Revalytics partner and operator network as the foundation-level standard.
Revalytics ·
Certified
Level 01
Analyst
Revalytics
Certified Analyst.
The entry level credential. An Analyst can read the daily scorecard, tell whether marketing spend is producing booked revenue, and spot where leads are slipping in the funnel.
Sample credential. Your verified version arrives after you complete the curriculum and pass the exam.
01 · Digital badge
LinkedIn ready.
A digital badge you can add to your LinkedIn profile, email signature, or any professional profile. Public verification link included.
02 · PDF certificate
Print ready.
A PDF certificate you can print, frame, or send. Same credential ID and verification link as the digital badge.
03 · Verification link
Publicly verifiable.
Anyone can verify your credential is current and valid. No employer follow up calls. The link confirms it.
04 · Network recognition
Across the network.
Recognized across the Revalytics partner and operator network as the foundation-level standard for revenue intelligence in the trades.