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Bowtie Analytics

Learn how to standardize, interpret, and use data across the full customer lifecycle by applying the Bowtie data model.

Winning by Design is rated 4.8 out of 5 stars by G2 reviewers
4.8 / 5 stars by 750+ customers
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About the Course

Bowtie Analytics equips revenue leaders with the skills needed to transform fragmented CRM and revenue data into a standardized, decision-ready dataset. The course focuses on defining key metrics, establishing consistent calculation methodologies, and interpreting performance across both the pre-sale and post-sale sides of the Bowtie.

Rather than relying on conflicting reports or intuition, learners develop a common analytical language that enables clearer benchmarking, more confident planning, and stronger alignment across revenue teams.

Curriculum & Learning Experience

Learners engage with a certified Winning by Design trainer in an experiential learning format that includes 6 hours of live instruction. Sessions incorporate case studies and recurring revenue frameworks applied to real-world scenarios.

Participants also receive access to our learning management platform for continued reinforcement through on-demand videos and frameworks.

Who This Course Is Best For
  • CROs, VPs, and Directors of Revenue, Sales, Marketing, and Customer Success
  • Revenue Operations leaders responsible for reporting and analytics
  • Senior contributors preparing for executive revenue leadership roles
Blended Course Format
  • 6 hours of live instruction, delivered as three 2-hour sessions over two weeks

  • Live sessions conducted via Zoom video conference

  • Exclusive asynchronous access to blueprints, videos, and exercises

  • Industry-recognized certification upon completion

  • Maximum cohort size of 25 learners to ensure interaction and engagement

Prerequisites
  • Holding a leadership role (such as CEO, CRO, CFO, VP of Sales, Director of Revenue Operations, etc.) is recommended, but not required.
  • Learners are best equipped for this course if they have completed the Revenue Architecture course, but this is not required.

Course Details

Location

Online, delivered via Zoom

Standard Duration

2 weeks

Standard Schedule

3 live sessions over 2 weeks (2 hours each) + online learning content
Sara Eklund, Co-Founder, organaise
Sara Eklund
Co-Founder

A fantastic course, great content, discussions and guidance!

Upcoming Courses — Scheduled for Global Time Zones

All Time Zones
US

Course Flow & Curriculum

Week 1: Bowtie Fluency & Analysis Methodologies
Week 2: Left & Right Side of Bowtie Interpretation

Week 1: Bowtie Fluency & Analysis Methodologies

Module 1: Bowtie Fluency & Analysis Methodologies

Learning Objective: Delve into different approaches for conversion calculations, with a special emphasis on comparing cohorts and milestones. Obtain comprehensive coverage of Bowtie fluency, including the definition of essential terms related to key metrics used in Bowtie analysis, as well as overviews of the calculation, analysis, and interpretation processes.

↑ Preview the Content

Week 2: Left & Right Side of Bowtie Interpretation

Module 2: Left Side of Bowtie Interpretation

Learning Objective: Explore the left-hand side of the Bowtie and its importance in pre-sales, integrating fundamental metrics. Enhance decision-making proficiency by leveraging insights acquired from examining pre-sale Bowtie data and numbers.

Module 3: Right Side of Bowtie Interpretation

Learning Objective: Explore the right-hand side of the Bowtie and key post-sales metrics. Enhance decision-making capabilities by leveraging insights obtained from a comprehensive analysis of Bowtie data and statistics.

Your Learning Journey

A clear view of how the course is delivered—from live sessions to applied practice—so learners know what to expect.
Course dates are flexible. This is for illustrative purposes only.

Monday
Tuesday
Wednesday
Thursday
Friday
Course Prep
Watch trainer intro video

Get excited for the course — no action items yet.

LMS login and prep work30-45 mins (in total)

Get situated on the online learning platform, complete any Session 1 pre-work.

Week 1
Live Session 12 hours

Live Session – 2 hours

Covering Module 1.

Week 2
Live Session 22 hours

Live Session – 2 hours

Covering Module 2.

Live Session 32 hours

Live Session – 2 hours

Covering Module 3.

Week 3
Certification Exam & Written Assignment1 hour (in total)

Complete online certification exam and written exam to prove your knowledge and earn a certificate (with score of 75% or higher)!

Meet Your Certified Trainers

Fiona Chiu

Fiona Chiu

Key Areas of Expertise: Revenue Architecture, Data analysis and modeling, GTM strategy

Industry-Leading Certification in 3 Steps

winning by design training certificate - bowtie analytics

Enroll

Choose the certification program that aligns with your role and goals, and secure your place in a structured learning experience built around proven GTM frameworks.

Attend

Participate in live, interactive sessions where concepts are taught, discussed, and applied through real scenarios—not lectures or slide-only walkthroughs.

Certify

Complete the certification assessments to validate your ability to apply the framework correctly, consistently, and in real GTM situations.

Proven. Trusted. Recognized.

Our work is consistently recognized by industry analysts, platforms, and practitioners
for setting the standard in modern go-to-market training.

Trusted by Revenue Teams Worldwide

Fantastic course and well organized. The case studies were extremely helpful and felt like the natural next step in our learning.
William Jin, Managing Director, espresso capital
William JinManaging Director

Why Winning by Design Stands Apart

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Other GTM Training Providers
Primary Goal
Recurring Revenue Growth
Closing the Deal
Scope of Impact
Unified GTM Team
Siloed Departments
Customer Model
The Bowtie Model
The Traditional Funnel
Methodology Style
Scientific & Open Source
Art & Psychology
Delivery Format
Interactive Sessions
Lecture / Seminar
Best For…
Scaling SaaS & B2B Tech
Traditional Sales Orgs

Open & Private Course Formats

Choose the training format that best fits your team—join open courses to build skills alongside peers, or run private sessions tailored to your specific GTM motion and priorities.

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Open Courses

Learn alongside GTM practitioners from other SaaS teams in live, instructor-led sessions focused on practical skill development and shared learning.

Best for teams and individuals who want:

  • Live, structured training without custom setup

  • Exposure to how peers approach similar GTM challenges

  • Fast access to proven frameworks and skills

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Private Courses

Run focused training for your team, customized to your GTM context, customer profile, and execution challenges.

Best for teams of 8+ who need:

  • Alignment across sales, success, marketing, or leadership

  • Training tied directly to your real deals and customers

  • Faster adoption through shared language and standards

Need group or international training?

We offer team trainings for 8+ people and deliver training across North America, Europe, AsiaPac, and Latin America — in English, German, French, Spanish, Portuguese, Chinese, and Japanese.

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Frequently Asked Questions

What will I learn in this course?

In this course, learners develop the skills needed to standardize and interpret revenue data using the Bowtie data model. Topics include defining key metrics, establishing consistent calculation methodologies, and analyzing performance across both pre-sale and post-sale stages to support better decision-making.

What is the format and duration of the course?

The course is delivered live online over a series of three, 2-hour sessions, typically with live instruction over two weeks complemented by asynchronous access to additional learning resources such as videos, blueprints, and exercises.

If I am unable to attend a live session, will recordings be provided?

Yes. While we recommend attending live, if possible, for the best learner experience, recordings will be provided by the course trainer following each live session.

Are there any prerequisites for this course?

Holding a leadership role (such as CEO, CRO, CFO, VP of Sales, Director of Revenue Operations, etc.) is recommended, but not required. Learners are best equipped for this course if they have completed the Revenue Architecture course, but this is also not required.

How is the course delivered?

The course is delivered via live Zoom video sessions led by certified instructors, supported by asynchronous learning content available through an online learning platform.

Will I receive a certification?

Yes — learners who complete the course and any required assessments will receive an industry-recognized certification.

Can I take this course with my team?

Yes — this course can be taken as part of an open cohort or arranged privately for your team on a customized schedule by contacting us.

Is this course suitable for global participants?

Yes — Revenue Academy courses are scheduled across various time zones to accommodate global learners, and live sessions are conducted online. That said, if courses are not available regularly in your region, contact us to see if a training cohort can be arranged.

Can I apply what I learn immediately?

Yes. The course is designed around practical, real-world analytics scenarios. Learners are encouraged to apply frameworks directly to their existing CRM and revenue data to improve reporting, benchmarking, and planning throughout the course.

How do I register for the course?

You can register for open cohorts through the Revenue Academy schedule, or contact us to explore private team sessions.

Ready to Bring Clarity to Your Revenue Data?

Whether you’re aligning leaders or improving forecasting, this course helps revenue teams apply Bowtie fundamentals to turn data into confident, actionable decisions.

Talk with a GTM expert about your GTM growth

We’ll help you understand what’s blocking predictable revenue and recommend the best path forward for your team.

1 (415) 484-8992
  • Get clarity on the root causes slowing your growth

  • Understand which GTM improvements will deliver the biggest impact

  • Explore pricing, timelines, and the right engagement for your goals

Winning by Design is rated 4.8 out of 5 stars by G2 reviewers
4.8 / 5 stars by 750+ customers
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