Every PDF here is generated from a real CapsuleM8 premium tool using its built-in sample dataset. Open the report, inspect the charts and tables, then preview or get the tool that produced it.
A quick cross-section of board-level, operations, quality, project and supplier reporting outputs.
Balanced Scorecard
Run a four-perspective balanced scorecard — financial, customer, internal process and learning measures with direction-aware attainment, RAG status, a balance check and a board-ready report.
PDF 116 KB - v1.0 - reviewed 2026-08-06
Risk Register
Keep a project and business risk register — strategic, financial, operational and compliance risks scored on a 5×5 grid, inherent and residual, with the four responses and a board-ready report. Not a workplace safety assessment.
PDF 97 KB - v1.0 - reviewed 2026-08-06
FMEA Worksheet
Build a PFMEA or DFMEA worksheet — failure modes, effects, severity, occurrence and detection, risk priority number, actions and an honest re-score after the fix, with a printable report. Runs entirely in your browser.
PDF 99 KB - v1.0 - reviewed 2026-08-07
Supplier Risk & Dependency Register
Map supply-chain dependency rather than spend: score every supplier for stoppage impact, sourcing position and financial health, expose single-source concentration, and list the suppliers with no tested contingency.
PDF 135 KB - v1.0 - reviewed 2026-08-07
Project Health Dashboard
Report a portfolio of projects period by period — red, amber and green status across schedule, budget, scope and resource, spend against progress, forecast against baseline finish, and which projects worsened since last month. Runs entirely in your browser.
PDF 104 KB - v1.0 - reviewed 2026-08-07
Sales Funnel & Conversion Analyser
Measure stage-to-stage conversion in your sales funnel — where enquiries drop out, which channel actually converts, the average days deals sit at each stage, and how many leads a win target really needs. A funnel analyser, not an opportunity-by-opportunity pipeline list.
PDF 118 KB - v1.0 - reviewed 2026-08-07
The report is not a screenshot bolted onto a form. It is a printable management output: scope, summary, charts, tables, source rows, notes and the tool disclaimer in one PDF.
KPI tiles put the position on the first page: totals, exceptions, trends and the one number worth discussing.
Charts include visible values and captions, so the report explains what changed rather than just drawing a picture.
The printed tables carry the ranked risks, open actions, overdue items or comparison rows that make the report auditable.
The PDF title, subject, author, keywords, creator and review date are stamped from the tool specification.
At a high level, look at the first row of tiles, then the first chart. That tells you whether the tool produces the kind of management conversation you need: risk, capacity, cost, delivery, compliance, quality or performance.
At detail level, inspect the tables and notes. Each sample report uses realistic rows from the tool specification, keeps the source register in the printed output where it matters, and includes the report scope so filtered and unfiltered numbers are not confused.
97 of 97 report PDFs shown.
Drawing & Document Register
Keep a controlled register of drawings, specifications, work instructions and procedures — one row per revision, so you can prove what was current on any date, and track the superseded copies that still have to be pulled off the boards.
Sample register — replace every entry with your own before relying on it or circulating it. The withdrawal gap on DRG-1042 rev B is deliberate: it is what this register exists to surface.
Charts: Most-revised documents, What is under control, Change load by month...
Tables: Current controlled documents, Withdrawal & control gaps
PDF 100 KB - v1.0 - reviewed 2026-08-07
Engineering Change Note Tracker
Track engineering change notes on products, parts and drawings from request to effectivity — change class, reason, document sets, stock disposition and the date the change actually reached the shop floor. This is product change control, not an IT change and release log.
Sample register for a machined-products firm — replace every change note with your own before relying on it or circulating it. The two rows to look at first are ECN-0145, a major defect correction that has sat in review for two months with segregated stock against it, and ECN-0139, a critical change waiting on a customer signature with the largest stock exposure on the register.
Charts: Open change notes by age, Why do we change things, Where the pipeline sits...
Tables: Open change notes, Recently effective
PDF 128 KB - v1.0 - reviewed 2026-08-07
Cleaning Schedule & Audit Log
Log cleaning tasks and periodic audits with scores, see which areas fall below your audit target, catch overdue tasks before a visitor does, and print an audit-ready report. Runs entirely in your browser —
Sample log — replace every entry with your own before relying on it or circulating it.
Charts: Records by type, Average audit score by month, Records by area category...
Tables: Overdue and upcoming, Per-area summary
PDF 102 KB - v1.0 - reviewed 2026-08-05
Lubrication Schedule & Log
Plan and record greasing and oiling by lubrication point and route — intervals, due dates, colour codes, quantities, condition findings and a compliance rate you can defend. Runs entirely in your browser.
Sample schedule — replace every point, lubricant, quantity and interval with the figures from your own equipment documentation before relying on it.
Charts: Lubrication compliance by month, Overdue lubrication points by machine, What people found at the point...
Tables: Due and overdue now, Recent services and findings
PDF 116 KB - v1.0 - reviewed 2026-08-07
Machine History & Reliability Record
Keep the life history of every machine — one line per intervention, from commissioning to overhaul — and read the reliability out of it: mean time between failures, mean time to repair, repeating failure modes and lifetime maintenance cost against replacement.
Sample history — two machines over roughly eighteen months, loaded to show the calculations working. Replace every entry with your own before relying on it or circulating it.
Charts: Breakdowns by month, Lifetime maintenance cost by machine, Where the maintenance money goes...
Tables: Machine life card, Reliability summary by machine
PDF 127 KB - v1.0 - reviewed 2026-08-07
Spare Parts & MRO Store
Keep a critical spares and MRO store register — every part linked to the machine it fits, classified vital, essential or desirable, with minimum stock, lead time, single-source and obsolescence risk, cover months and a dead-stock list.
Sample store — a small machine shop with five production assets. Two vital parts sit below their minimum, one of them at zero with an eight-week lead. Three vital parts depend on a single supplier and one of those is no longer manufactured. Replace every line with your own before relying on this or circulating it.
Charts: Stock value by machine, Stock state by criticality, Stock value by criticality...
Tables: Critical spares status, Dead and obsolete stock
PDF 115 KB - v1.0 - reviewed 2026-08-07
Budget vs Actual Tracker
Run a cost centre month by month: phase the annual budget, post actuals and commitments, and see variance, variance percentage and the real spend position before the overspend arrives.
Sample year. It is deliberately uncomfortable: the variance to date looks favourable, but once the commitments already raised are counted the spend position is beyond the budget to date. One line is outside tolerance with no explanation recorded — that is the gap the monthly review exists to close. Replace every line with your own before relying on this or circulating it.
Charts: Variance by month, Variance by cost centre, Spend position by cost centre...
Tables: Cost centre summary, Lines outside tolerance
PDF 107 KB - v1.0 - reviewed 2026-08-07
Petty Cash & Expense Book
Run a petty cash float: record top-ups, small expenses and reimbursements, watch the running balance, spot missing receipts, and print a reconciliation you can hand to your bookkeeper.
Sample book — replace every entry with your own, and set the opening float to the cash your tin actually started with, before relying on any balance shown.
Charts: Spend by category, Spend per month, Balance over time...
Tables: Reconciliation summary, Payments missing a receipt
PDF 120 KB - v1.0 - reviewed 2026-08-05
Fuel Log & Efficiency Analyser
Log every fuel fill or charge per vehicle, work out consumption and cost per distance, and catch the fills that burn more than they should. Runs entirely in your browser —
Sample log — replace every entry with your own before relying on it. Distances entered in kilometres; expected consumption set at 10 km per litre.
Charts: Consumption per fill, Fuel cost by month, Fuel cost by vehicle...
Tables: Per-vehicle summary, Outlier fills
PDF 122 KB - v1.0 - reviewed 2026-08-05
Ansoff Growth Matrix
Appraise growth options on the Ansoff matrix — market penetration, market development, product development and diversification — with revenue potential, investment, risk and capability fit, ranked and printed as a growth plan.
Sample plan for a small manufacturing business. Every initiative, revenue figure, investment figure and risk rating is illustrative — replace them all with your own before this is circulated or acted on.
Charts: The Ansoff grid — where the growth is planned to come from, Initiatives by risk-adjusted score, Investment required by quadrant...
Tables: The growth plan, Quadrant summary
PDF 116 KB - v1.0 - reviewed 2026-08-07
Balanced Scorecard
Run a four-perspective balanced scorecard — financial, customer, internal process and learning measures with direction-aware attainment, RAG status, a balance check and a board-ready report.
Sample scorecard — replace every objective, measure and target with your own before relying on it or circulating it.
Charts: Attainment by perspective, Strategy trajectory, Every measure, latest period...
Tables: The scorecard, Movement vs previous period
PDF 116 KB - v1.0 - reviewed 2026-08-06
BCG Growth-Share Matrix
Place every product line or business unit on the growth-share matrix — stars, cash cows, question marks and dogs — from your own revenue, the market leader's revenue and the segment's growth rate, and print a portfolio review with a strategy per line.
Sample portfolio for a small manufacturer. Market sizes and competitor revenues are estimates and are recorded as such in the notes on each line. Replace every figure with your own before using this to move money between product lines.
Charts: The matrix — revenue by quadrant and line, Lines by relative market share, Revenue by quadrant...
Tables: The portfolio, Quadrant summary
PDF 117 KB - v1.0 - reviewed 2026-08-07
Business Model Canvas
Build a business model canvas that behaves like a register rather than a poster — the nine building blocks entry by entry, each linked to the customer segment it serves, tagged with your confidence in it, priced where it is a revenue or cost line, and turned into a list of assumptions to test.
Sample canvas for a subcontract precision engineering firm of about twenty-five people. Every entry, figure and rating is illustrative — replace them before this informs a decision. Two things in it are deliberate: the single-source heat treatment partner is left as an untested high-risk assumption so the critical-assumption tile and the test list have something to show, and the estimating activity is left with no linked customer segment so the unlinked count is not zero.
Charts: Entries per building block, Revenue streams and cost lines, How much of this model is assumption?...
Tables: The canvas, Assumptions to test
PDF 109 KB - v1.0 - reviewed 2026-08-07
Hoshin Kanri X-Matrix
Deploy strategy with a Hoshin Kanri X-matrix — breakthrough objectives, annual objectives, improvement priorities and measures, linked to each other with owners, resourcing and direction-aware attainment.
Sample plan for a mid-sized manufacturer. Two findings are deliberate and left in: one improvement priority connects to no annual objective, and one priority agreed in catchball has no resources behind it. Replace every entry with your own before relying on this or circulating it.
Charts: Entries on each leg of the matrix, Measures by attainment, Status of each leg...
Tables: The X-matrix, Integrity and risk
PDF 111 KB - v1.0 - reviewed 2026-08-07
OKR Planner
Plan and track OKRs — objectives with measurable key results, weekly confidence check-ins, progress that treats stretch goals differently from commitments, and a print-ready quarterly review.
Sample plan — replace every objective and key result with your own before the first check-in.
Charts: Progress per key result, Which objectives are healthy, Confidence mix...
Tables: The OKR board, Needs attention
PDF 103 KB - v1.0 - reviewed 2026-08-06
PESTLE Analysis
Scan the outside world properly — political, economic, social, technological, legal and environmental forces scored by impact and likelihood, each with the evidence behind it, what it means for you and what you will do about it.
Sample scan for a small manufacturing business. Twelve external factors across all six categories, scored on impact and likelihood. Replace every factor, score, evidence line and response with your own before circulating this or acting on it.
Charts: The PESTLE profile, The factors that matter most, Direction of effect within each category...
Tables: The analysis, Act now and plan
PDF 108 KB - v1.0 - reviewed 2026-08-07
Porter's Five Forces Analysis
Score the five competitive forces of your industry from named indicators rather than opinion — rivalry, new entrants, substitutes, buyer power and supplier power — with confidence, trend and a response for every pressure, printed as a strategy-ready report.
Sample analysis of a regional subcontract machining market. Every indicator, rating and response is illustrative — replace them with your own evidence before this informs a decision. The used-machine line is deliberately left at low confidence to show what the homework list looks like.
Charts: The five forces, Every indicator by strength, Where the structure is moving...
Tables: Force by force, The analysis
PDF 116 KB - v1.0 - reviewed 2026-08-07
Strategic Roadmap
Build a strategic roadmap by theme and horizon — Now, Next, Later and Exploring — with owners, dependencies, declared confidence, committed investment and a credibility check that pairs committed work with weak assumptions.
Sample roadmap — replace every theme, initiative, date and figure with your own before relying on it or circulating it.
Charts: The roadmap, Horizons within each theme, Investment by theme...
Tables: The roadmap, Credibility check
PDF 127 KB - v1.0 - reviewed 2026-08-07
Risk Register
Keep a project and business risk register — strategic, financial, operational and compliance risks scored on a 5×5 grid, inherent and residual, with the four responses and a board-ready report. Not a workplace safety assessment.
Sample register — replace every risk with your own before relying on it or circulating it.
Charts: Residual risk profile, Top risks by residual score, Where the risk sits...
Tables: Risk movement — inherent to residual, Reviews due
PDF 97 KB - v1.0 - reviewed 2026-08-06
Fire Safety & Drill Log
One register for fire alarm tests, evacuation drills, extinguisher services, fire door checks, emergency lighting tests and training — with due dates, drill times against target and a printable report.
Sample log — replace every entry with your own before relying on it or circulating it.
Charts: Events by type, Drill evacuation times, Events per month...
Tables: Overdue and upcoming, Open corrective actions
PDF 96 KB - v1.0 - reviewed 2026-08-05
9-Box Talent Grid
Run a 9-box talent review — place people on performance and potential with evidence, calibrate the placements, and track flight risk, succession cover and development actions. Runs entirely in your browser —
Sample review — replace every placement with your own people and your own evidence before relying on it or circulating it. Treat any real version of this file as confidential.
Charts: The grid, Box distribution, Flight risk of your top talent...
Tables: The grid, person by person, Retention & succession watchlist
PDF 112 KB - v1.0 - reviewed 2026-08-07
Interview Scorecard
Score every interview against the same anchored criteria — evidence-based 1–5 scores per interviewer, red flags, calibration between interviewers and a side-by-side candidate comparison; the recruitment pipeline tracker follows candidates through stages, this scores the interviews themselves.
Sample scorecard — replace every score and every line of evidence with your own before relying on it or sharing it.
Charts: Candidates ranked by average score, The shape of each candidate, Interviewer calibration...
Tables: Candidate comparison, Red flags & extreme scores
PDF 100 KB - v1.0 - reviewed 2026-08-06
Onboarding & Probation Tracker
Track every new hire's onboarding checklist and probation milestones, catch overdue reviews before they slip, and print a clean summary for managers. Runs entirely in your browser —
Sample data — replace every entry with your own before relying on it or circulating it.
Charts: New hires by status, Checklist completion by department, Starts per month...
Tables: Reviews due in the next 60 days, Summary by department
PDF 113 KB - v1.0 - reviewed 2026-08-05
Overtime & TOIL Tracker
Log overtime and time off in lieu per employee, cost paid overtime by rate band, keep a running TOIL balance, and print a payroll-ready summary. Runs entirely in your browser —
Sample entries — replace every one with your own before paying anyone or relying on a balance.
Charts: Paid overtime cost by month, Overtime hours worked by employee, Entries by type...
Tables: Per-employee summary, Per-month summary
PDF 113 KB - v1.0 - reviewed 2026-08-05
Performance Review Manager
Run structured performance reviews — weighted objectives with evidence, anchored 1–5 ratings, development goals, the employee's own comments and a signed meeting record, printed as a report for the file.
Sample cycle — replace every entry with your own before relying on it or sharing it.
Charts: Weighted objective score by person, Rating distribution — the honesty curve, Review status mix...
Tables: Cycle overview, Needs attention
PDF 88 KB - v1.0 - reviewed 2026-08-06
Shift Planner & Roster
Plan the weekly shift roster — who works early, late or night on each day — check cover against your required headcount, watch hours and overtime per person, and print a roster the team can read.
Sample roster — Monday fully built with the late shift one short, Tuesday started (one extension, one on leave, one sick), Wednesday to Sunday not yet planned. Replace every row with your own team before publishing anything.
Charts: The roster — headcount by shift, day by day, Hours by person this week, Shift mix this week...
Tables: The roster, Coverage vs requirement
PDF 99 KB - v1.0 - reviewed 2026-08-06
Skills & Competency Matrix
Build a skills and competency matrix — one row per person per skill, proficiency scored 0–4 against the level the role requires, with coverage gaps, single points of failure and a development plan on one printable page. Certificates and expiry dates belong in the separate training register tool.
Sample matrix — replace every assessment with your own before relying on it or circulating it.
Charts: Requirement coverage by skill, Depth of capability — who else can do it?, Workforce capability profile...
Tables: The matrix, Development plan
PDF 100 KB - v1.0 - reviewed 2026-08-06
Succession Planner
Map every critical role to a named successor, score the exposure where role criticality, incumbent risk and successor readiness collide, track the development that closes the gap, and print a succession board pack.
Sample plan — replace every role with your own before relying on it or circulating it. Treat any printed copy as confidential: it names people and states opinions about them.
Charts: Top roles by exposure score, Where the pipeline sits, where the risk sits, Coverage state...
Tables: The succession board, Development commitments
PDF 105 KB - v1.0 - reviewed 2026-08-06
Change & Release Log
Keep an IT change and release register: what changed, the risk, who approved it, whether it worked, and the rollback evidence — with success rate and emergency-change share worked out for you.
Sample register — replace every entry with your own before relying on it or circulating it.
Charts: Changes by status, Changes per month by type, Risk mix...
Tables: Upcoming scheduled changes, High-risk and non-compliant changes
PDF 106 KB - v1.0 - reviewed 2026-08-05
Team Performance Dashboard
Run a team performance dashboard period by period — direction-aware attainment against target, a named owner for every number, countermeasures where the number is red, and a review status that shows what the team actually discussed.
Sample dashboard — replace every team, measure, target and owner with your own before relying on it or circulating it.
Charts: Attainment by team, Overall attainment by period, On and off target by category...
Tables: Latest period by team, Movement
PDF 97 KB - v1.0 - reviewed 2026-08-07
Weighted Decision Matrix
Compare options against weighted criteria — score every option on every criterion, see what drives each total, and run a sensitivity check on the winner. Works for unweighted and Pugh-style comparisons too.
Sample decision — replace the options, criteria, weights and scores with your own before relying on it or circulating it.
Charts: Total weighted score per option, What drives each option's total, Criterion weights...
Tables: The matrix, Sensitivity check
PDF 95 KB - v1.0 - reviewed 2026-08-06
5 Why Root Cause Analysis
Run 5 Why root cause analyses: state the problem, walk the why chain, name the root cause, then track the countermeasure through to verified. Runs entirely in your browser —
Sample analyses — replace every entry with your own before circulating this report or acting on it.
Charts: Where the chains end, Analyses by area, How deep the analyses go...
Tables: Root cause register, Open and unverified
PDF 99 KB - v1.0 - reviewed 2026-08-06
5S Audit
Run a 5S workplace audit — score Sort, Set in order, Shine, Standardise and Sustain checkpoint by checkpoint from 0 to 4, track the audit score over time, and turn every low score into a corrective action with an owner and a date.
Sample audit — replace every score with your own observations before relying on it or circulating it.
Charts: Average score per S — latest audit, Audit score over time, Lowest-scoring checkpoints — latest audit...
Tables: Latest audit detail, Open 5S actions
PDF 103 KB - v1.0 - reviewed 2026-08-06
8D Problem Solving Record
Run 8D problem-solving reports discipline by discipline — team, containment, verified root cause, corrective action, prevention — with a board that shows exactly where each report is stuck.
Sample reports — replace every entry with your own before relying on this or circulating it.
Charts: The 8D board, Reports by days open, Discipline status mix...
Tables: Report detail, All reports at a glance
PDF 92 KB - v1.0 - reviewed 2026-08-06
APQP Planner
Plan a product launch across the five quality-planning phases — one row per deliverable, with owners, planned and actual dates, gate deliverables, risk notes, phase completion and a Gantt of the whole programme.
Sample programme — replace every deliverable with your own before circulating it.
Charts: Phase progress, The programme plan, Slippage, worst first...
Tables: Programme plan, Gate status
PDF 114 KB - v1.0 - reviewed 2026-08-07
Bottleneck Analyser
Find the real constraint in a process chain by effective capacity — rate, uptime and yield combined — then size the utilisation, the near-constraints and what closing the demand gap is worth.
Sample chain built from one week of observed rates, downtime and scrap. Replace every step with your own measured figures before relying on it or circulating it. The turning cell is the constraint on these numbers; re-run the analysis after the setup and jaw-change work, because the constraint is expected to move to milling.
Charts: The capacity profile, Where each step's nameplate capacity goes, Utilisation by step...
Tables: Capacity analysis, Constraint and next constraints
PDF 126 KB - v1.0 - reviewed 2026-08-07
Changeover Tracker
Log every changeover with its planned and actual minutes, see the trend against your target, find the machines and delay reasons that keep costing you downtime, and prove the improvement. Runs entirely in your browser —
Sample log covering six weeks across three machines. Assembly line B has lost time to tooling that is not staged in three of its four changeovers — that is the action, not a faster setter. Replace every entry with your own before circulating this.
Charts: Average changeover minutes by month, Average changeover minutes by machine, Minutes lost by delay reason...
Tables: Changeover log, By machine
PDF 116 KB - v1.0 - reviewed 2026-08-07
Control Plan Builder
Build an APQP-style process control plan — every characteristic with its specification, gauge, sample size, check frequency, control method and reaction plan, plus gauge-calibration tracking and a print-ready plan.
Sample plan — replace every control with your own before releasing it or showing it to a customer.
Charts: Control methods by process step, The hierarchy of controls, Check frequency mix...
Tables: The control plan, Gauge calibration schedule
PDF 113 KB - v1.0 - reviewed 2026-08-06
Daily Production Board
Run an hour-by-hour production board — plan against actual for every period, the loss reason and countermeasure written in the hour it happened, attainment, first-pass quality and a downtime Pareto, printed for the shift handover.
Sample shift — replace every period with your own before relying on it or circulating it. The day finished 145 units behind an 880-unit plan on 100 minutes of downtime; the belt failure at 11:00 took a third of the lost minutes and the largest single bite out of output, and the material call-off at 09:00 took the next. Belt spare now held at the line and the kanban trigger moved to two bins — both to be checked at tomorrow's board.
Charts: The board — plan against actual, period by period, Attainment through the day, Downtime by loss reason...
Tables: The board, Loss analysis
PDF 116 KB - v1.0 - reviewed 2026-08-07
Fishbone (Ishikawa) Diagram
Build a fishbone (Ishikawa) cause-and-effect diagram as a working register — causes on the six M bones, scored by likelihood and evidence, verified root causes tracked to action, printed as an investigation-ready report.
Sample analysis for a coating line — replace every problem, cause, score and action with your own before circulating or acting on it.
Charts: Causes per bone, Top causes by priority score, Causes by status...
Tables: The diagram, bone by bone, Confirmed root causes and actions
PDF 96 KB - v1.0 - reviewed 2026-08-06
FMEA Worksheet
Build a PFMEA or DFMEA worksheet — failure modes, effects, severity, occurrence and detection, risk priority number, actions and an honest re-score after the fix, with a printable report. Runs entirely in your browser.
Sample worksheet — replace every line with your own before relying on it or circulating it. Scores here are illustrative and were not produced by a real cross-functional team.
Charts: Highest RPN failure modes, How the RPNs are spread, Where the risk concentrates...
Tables: The FMEA worksheet, Action priority
PDF 99 KB - v1.0 - reviewed 2026-08-07
Gauge R&R Study
Run a measurement system analysis by the average and range method: type in every part, appraiser and trial reading and see repeatability, reproducibility, %GRR against study variation and tolerance, and the number of distinct categories your gauge can actually resolve. Type the readings in or import a spreadsheet.
Sample study — five parts, two appraisers, two trials. That is a valid design for the average and range method but smaller than the usual ten parts, three appraisers and two trials, so the result is indicative. Note that reproducibility exceeds repeatability here: the two appraisers do not agree with each other more than the gauge disagrees with itself, which points at method and training rather than at the instrument. Replace every reading with your own before relying on anything on this page.
Charts: Where the variation comes from, Part average by part, Appraiser mean against the grand mean...
Tables: R&R summary, Measurements
PDF 129 KB - v1.0 - reviewed 2026-08-07
Gemba Walk Checklist
Structure your gemba walks — record observations by area and theme, keep the coaching questions and follow-ups honest, watch your walk cadence and close the loop with the team.
Sample walks — replace every observation with your own before relying on this or sharing it.
Charts: Walks per month, Observation-type mix, Observations by area...
Tables: Latest walk, Open follow-ups
PDF 106 KB - v1.0 - reviewed 2026-08-06
Kaizen Tracker
Run a continuous-improvement idea pipeline — log ideas against the eight wastes, triage by effort, track them to implementation and verify the benefit honestly, with participation as the headline metric.
Sample pipeline — replace every idea with your own before relying on it or circulating it.
Charts: Raised and implemented by month, Where people see waste, Verified benefit by area...
Tables: The pipeline, Implemented — the wins
PDF 107 KB - v1.0 - reviewed 2026-08-06
Layered Process Audit
Run layered process audits across team leaders, supervisors and senior leadership, record every check pass by pass, and surface the questions that keep failing and the audits that never got done. Runs entirely in your browser —
Sample covering three audits across two areas. One question — the work instruction revision at the station — has now failed at two separate layers five weeks apart, and the first action fixed the station rather than the cell. That is the finding worth taking to the review. Replace every entry with your own before circulating this.
Charts: Pass rate by month, Audits completed by layer, Pass rate by category...
Tables: Latest audit, Repeat failures and open actions
PDF 100 KB - v1.0 - reviewed 2026-08-07
Line Balancing & Yamazumi Chart
Assign work elements to stations, compare every station against takt and draw the Yamazumi stacked-time chart — line efficiency, the bottleneck station and the elements that can move, in one working register.
Sample study — a four-station pump assembly line running against a takt of 55 seconds. Station 2 is the constraint at 63 seconds, so the line runs at 63 seconds per unit no matter how quickly the other three work. The 204 seconds of work content fits inside four stations, so the answer here is to remove the nine seconds of fetching, then move the sealant bead to station 3, not to add a station. Replace every element and every time with your own before relying on any of it.
Charts: Yamazumi — work content stacked by station, Station time against takt, Movable work at each station...
Tables: Station loading, Rebalancing candidates
PDF 104 KB - v1.0 - reviewed 2026-08-07
Pareto Analysis Builder
Build a proper Pareto analysis — enter defect, complaint or downtime counts, get the ranked bars and the cumulative curve, find the vital few categories worth fixing first, and print a report.
Sample analysis — replace every entry with your own counts before relying on it or circulating it.
Charts: Pareto chart, Cumulative share, Vital few vs trivial many...
Tables: Ranked categories, Vital-few detail
PDF 122 KB - v1.0 - reviewed 2026-08-06
PPAP Submission Checklist
Track a production part approval submission element by element — submission level, ownership, evidence references, readiness percentage, blocking items and customer rejections — and print the pack status.
Sample submission — replace every element with your own before circulating it or sending anything to a customer.
Charts: Readiness by submission, Element status — latest submission, Elements of the latest submission...
Tables: The submission pack, Blocking and rejected
PDF 105 KB - v1.0 - reviewed 2026-08-07
Process Capability Study
Enter your measured readings and a specification, and get the whole capability picture: mean, sigma, Cp, Cpk, Cpu, Cpl, Pp, Ppk, an estimated defect rate in parts per million, a histogram against the limits and a run chart that shows the drift an average hides. Type the readings in or import a spreadsheet.
Sample study — twelve readings is provisional, not a finished capability study; thirty or more taken across several set-ups is the usual minimum. Note that the mean sits well above the nominal, which is why Ppk is far below Pp, and that one reading is genuinely outside the upper limit while the normal model predicts far fewer. Replace every reading with your own before relying on anything here.
Charts: Distribution of the readings against the specification, Every reading in sample order, The capability indices side by side...
Tables: Capability summary, Readings
PDF 121 KB - v1.0 - reviewed 2026-08-07
Scrap & Yield Analyser
Log production runs with good, rework and scrap quantities, see first-pass and final yield calculated honestly from totals, and find where scrap cost really comes from. Runs entirely in your browser.
Sample data — replace every run with your own before relying on the figures or circulating this report.
Charts: First-pass yield by month, Scrap cost by reason, Scrap cost by product...
Tables: Worst runs by scrap cost, Per-process summary
PDF 109 KB - v1.0 - reviewed 2026-08-05
Shift Handover Log
Record what the outgoing shift tells the incoming one — safety conditions, production status, quality holds, equipment faults, shortages and actions — with acknowledgement tracking and a printable handover sheet. This is the handover log, not a rota or roster.
Sample handover log covering two days and three shifts across Line 2 and Machining. Replace every item with your own before relying on it or circulating it. Note the outstanding item from the night shift that nobody signed for — that is the failure mode this log exists to make visible.
Charts: What each shift reports, Items per handover, Priority of the open items...
Tables: Latest handover — the sheet to print, Open and carried across shifts
PDF 110 KB - v1.0 - reviewed 2026-08-07
SMED Changeover Analysis
Time a changeover task by task, separate internal from external work, move tasks outside the machine stop and project the shorter changeover before spending anything — the SMED method in a working register.
Sample study — replace every task with your own timings before relying on the projection.
Charts: The changeover as observed, Machine-stopped time, before and after, Biggest streamlining wins...
Tables: The changeover, task by task, Implementation plan
PDF 118 KB - v1.0 - reviewed 2026-08-06
SPC Control Chart
Plot an X-bar and R control chart from measured subgroups: centre lines, control limits from the standard A2, D3, D4 and d2 constants, out-of-control points and runs of seven, with the process sigma estimated from the average range. Type the readings in or import a spreadsheet.
Sample study — twelve subgroups of four, one of them excluded for a known coolant failure. Twelve subgroups is a start, not a settled set of limits: recalculate at twenty to twenty-five. Replace every reading with your own before relying on anything here.
Charts: X̄ chart — subgroup means, in subgroup order, R chart — subgroup ranges, in subgroup order, Distribution of the individual measurements...
Tables: Subgroup data, Control limits and capability context
PDF 127 KB - v1.0 - reviewed 2026-08-07
Standard Work Sheet
Write standard work properly: every work element, its manual, machine and walk time, the sequence, the standard WIP, and the operator balance against takt — with machine time kept parallel instead of wrongly added.
Sample cell at a takt of 55 s. Operator 1 runs 3 s over takt and will miss demand every cycle; Operator 3 is 17 s under-loaded. The obvious first move is the 6 s walk to the deburr bench — bring the bench to the press and Operator 1 falls to 52 s without anyone working faster. Replace every element and time with your own before relying on this.
Charts: Operator balance against takt, Where each operator's time goes, Work elements by operator cycle time...
Tables: The standard work sheet, Balance and waste, operator by operator
PDF 121 KB - v1.0 - reviewed 2026-08-07
Takt & Cycle Time Analyser
Work out takt time from your available production time and customer demand, then time each process step with a stopwatch and see which steps run over takt, which ones are too variable to standardise, and where the bottleneck really is. Type the readings in or import a spreadsheet.
Sample study — three cycles per step over three days, which is enough to see the shape of the process and nowhere near enough to set a standard from. Replace every reading with your own before relying on anything here.
Charts: Mean cycle time by step, against takt, Variation by step, Fastest, mean and slowest by step...
Tables: Cycle time study, Observations
PDF 120 KB - v1.0 - reviewed 2026-08-07
Trial & Experiment Log
Run process trials that prove something — a hypothesis written before you start, a measured baseline, one variable changed, a success threshold agreed in advance, and an honest conclusion with the sample size printed next to it.
Sample register — replace every trial with your own before relying on it or circulating it.
Charts: Trials by measured change, When each trial ran, How trials ended...
Tables: The trial log, Credibility check
PDF 117 KB - v1.0 - reviewed 2026-08-07
Value Stream Map
Map a value stream step by step — process and wait times, value-add analysis, process-cycle efficiency, the biggest queues, and a current-versus-future-state comparison with a printable lean report.
Sample map from one walk of the stream — replace every step with your own observed times before relying on it or circulating it.
Charts: The map — wait and work at every step, Lead time by step, Where the lead time goes...
Tables: Step detail — current state, Kaizen priorities
PDF 121 KB - v1.0 - reviewed 2026-08-06
Waste Walk (TIMWOOD)
Walk the floor, log the seven wastes plus underused talent, put a defensible annual cost on each observation, and print a ranked waste register that shows where the money leaks.
Sample walk — replace every observation, rate and occurrence count with your own before relying on the figures or circulating them.
Charts: Annual cost by waste type, Top 10 individual wastes by annual cost, Status mix...
Tables: The waste register, Eliminated & accepted
PDF 127 KB - v1.0 - reviewed 2026-08-06
Grant Application & Reporting Tracker
Track grant applications from first research to decision, see your real success rate, and never miss a funder reporting deadline. Runs entirely in your browser.
Sample register — replace every entry with your own applications before relying on the figures or circulating this report.
Charts: Applications by status, Applications identified per month, Decision outcomes by month, by value...
Tables: Upcoming deadlines, Per-funder summary
PDF 130 KB - v1.0 - reviewed 2026-08-05
ABC Inventory Analysis
Classify stock items into A, B and C by annual usage value, see the Pareto curve, flag dead stock and overstocked A items, and set a control policy per class. Runs entirely in your browser —
Sample data — replace every item with your own usage and cost figures before acting on the classification.
Charts: The ABC curve, Value share by class, Top 10 items by annual usage value...
Tables: The classification, Attention list
PDF 113 KB - v1.0 - reviewed 2026-08-07
Bid Evaluation Matrix
Compare the quotes and bids you receive against weighted technical and commercial criteria, gate out non-compliant bids, and print a defensible award recommendation.
Sample evaluation — replace every score with your own before relying on it or circulating it.
Charts: Total weighted score by bidder, What drives each bid's total, Quoted prices, side by side...
Tables: The evaluation matrix, Award summary
PDF 113 KB - v1.0 - reviewed 2026-08-07
CAPA Tracker
Track corrective and preventive actions from problem to verified fix: root causes, owners, due dates, effectiveness checks and an aging view for management review. Runs entirely in your browser —
Sample register — replace every entry with your own before relying on it or circulating it.
Charts: CAPAs raised by month, CAPAs by source, Open CAPAs by department...
Tables: Aging of open CAPAs, Effectiveness checks due
PDF 97 KB - v1.0 - reviewed 2026-08-06
Continuous Improvement Register
Keep a register of improvement ideas, track each one from suggestion to verified saving, and see honest payback figures that never mix claimed savings with measured ones.
Sample register — replace every entry with your own before relying on it or circulating it.
Charts: Ideas by status, Ideas raised per month, Verified annual savings by category...
Tables: Top verified savers, Open ideas past their target date
PDF 120 KB - v1.0 - reviewed 2026-08-05
Cost Saving Tracker
Track negotiated and engineered cost savings from identification to finance validation — baseline against new price, annualised run-rate, implementation cost netted off, hard against soft, and a funnel that shows exactly where savings leak.
Sample year — replace every initiative with your own before relying on it or circulating it. Validated savings are the only figures reconciled to the accounts; everything else on this report is a forecast at an annualised run-rate.
Charts: Where the money is sitting, Validated savings by month they took effect, Validated savings by category...
Tables: The savings pipeline, Validation status
PDF 123 KB - v1.0 - reviewed 2026-08-07
Customer Complaint Tracker
Track customer complaints from intake to closure — acknowledgement and resolution times, justified rate, complaint costs and category trends, with a customer-ready report.
Sample register — replace every entry with your own before relying on it or circulating it.
Charts: Complaints received per month, Complaints by category, Severity of open complaints...
Tables: Open complaints, Recently closed
PDF 114 KB - v1.0 - reviewed 2026-08-06
Customer Return & RMA Tracker
Track physical customer returns from RMA request through receipt, inspection and disposition to credit — with days open, transit time, the no-fault-found rate and an honest split of who actually caused each return; for the customer's complaint itself use the complaint tracker.
Sample register — replace every entry with your own before relying on it or circulating it.
Charts: Returns received per month, Why things come back, Credit value by customer...
Tables: Open returns, Closed returns
PDF 116 KB - v1.0 - reviewed 2026-08-07
Dispatch List & Shipping Log
Run outbound dispatch from one list — pick, pack and ship against promised dates, measure your OTIF rate honestly, catch missing paperwork before the van leaves, and print a shipping log worth showing a customer.
Sample log — replace every shipment with your own before relying on it or circulating it.
Charts: OTIF rate by month, The dispatch plan — next 7 days, Who suffers most...
Tables: Today's dispatch list, Recent shipments
PDF 116 KB - v1.0 - reviewed 2026-08-07
Escalation Tracker
Track escalations between the tiers of a daily management system — Tier 1 cell up to Tier 4 site leadership — with response and resolution service levels, breach flags, de-escalations and a report for the tier meeting; the general record of project problems is the separate issue log.
Sample register — replace every escalation with your own before relying on it or circulating it. Two escalations are still awaiting a response; the wiring-loom shortage on line 1 has a line stopped and has already passed its response date, and belongs at the top of the next tier meeting.
Charts: Escalations raised per month, What gets pushed up, and to where, Open escalations by area...
Tables: Live escalations, Closed — response and resolution performance
PDF 116 KB - v1.0 - reviewed 2026-08-07
Internal Audit Checklist
Run ISO-style internal audits of your management system and processes — record each check with objective evidence, grade findings from OFI to major nonconformity, track corrective actions to verified closure and watch the conformity trend; for hazard walkrounds or workplace-organisation scoring use the safety inspection or 5S audit tools instead.
Sample audits — replace every check with your own before relying on this or circulating it.
Charts: Latest audit — result mix, Conformity rate per audit, Open findings by area...
Tables: Latest audit, Open findings across all audits
PDF 101 KB - v1.0 - reviewed 2026-08-06
Internal Audit Programme
Plan the year's internal audits — one row per planned audit, with risk-based frequency, auditor independence, planned against actual dates, deferral reasons and a coverage check that shows which high-risk processes are under-audited; for conducting the audits themselves use the internal audit checklist tool.
Sample programme — replace every entry with your own before relying on it or circulating it.
Charts: The shape of the year, Audits planned per process, Where the programme stands...
Tables: The audit programme, Coverage check
PDF 116 KB - v1.0 - reviewed 2026-08-07
Order Backlog Dashboard
See your open order book as money: backlog value by due week, overdue and at-risk orders, customer concentration, aging and where the value sits in production. Runs entirely in your browser —
Sample order book — replace every order with your own before relying on it or circulating it.
Charts: Backlog value by due week, Backlog value by customer, Where the money sits in the flow...
Tables: Delivery risk list, Backlog by customer
PDF 128 KB - v1.0 - reviewed 2026-08-07
Production Schedule
Sequence jobs on your work centres with planned dates, hours and priorities, catch late-running work before the promise breaks, and measure schedule adherence and estimating accuracy on every completed job.
Sample schedule — replace every job with your own before relying on it or circulating it.
Charts: The schedule by work centre, Work-centre load, On-time completion by month...
Tables: The schedule, Completed — adherence
PDF 110 KB - v1.0 - reviewed 2026-08-07
Resource & Workload Planner
Plan who is allocated to which project in each period, see every person's total load against their real capacity, and find the over-allocations before the projects do.
Sample plan. M. Duarte is committed to 52 hours against a 37-hour capacity across three projects, and one of those 12-hour blocks has never been discussed with him. That is the decision for this week's planning meeting: move the racking work, move the date, find another programmer, or cut the scope. Replace every row with your own before relying on this.
Charts: Load by person — latest period, How each person is split, Utilisation by period...
Tables: Load by person — latest period, Allocations — latest period in full
PDF 127 KB - v1.0 - reviewed 2026-08-07
SIPOC Diagram Builder
Build a SIPOC diagram — Suppliers, Inputs, Process, Outputs, Customers — to scope a process improvement project, check every column is covered, flag what is critical to quality, and print a workshop-ready page.
Sample SIPOC agreed at the project kick-off workshop — replace every row with your own before circulating it.
Charts: Elements per SIPOC column, Elements per process, Element mix...
Tables: SIPOC completeness, The diagram, in reading order
PDF 84 KB - v1.0 - reviewed 2026-08-06
Stock Take & Variance Sheet
Record a physical stock count line by line against system quantities, value every variance, keep net and gross shrinkage separate, and print a recount list and per-category summary. Runs entirely in your browser.
Sample count — replace every line with your own before relying on it or adjusting any stock record from it.
Charts: Net variance value by category, Largest variances by SKU, Variance reasons...
Tables: Recount list, Per-category summary
PDF 112 KB - v1.0 - reviewed 2026-08-05
Supplier Audit Tracker
Track supplier capability audits — score six sections per audit, record findings and corrective actions, and get an approval verdict per supplier; the companion to a supplier scorecard, which tracks ongoing delivery performance rather than audits.
Sample audits — replace every entry with your own before relying on it or circulating it.
Charts: Latest audit — section scores, Suppliers ranked by latest audit, Where the supply base is weak...
Tables: Latest audit detail, Approval board
PDF 102 KB - v1.0 - reviewed 2026-08-06
Supplier Risk & Dependency Register
Map supply-chain dependency rather than spend: score every supplier for stoppage impact, sourcing position and financial health, expose single-source concentration, and list the suppliers with no tested contingency.
Sample register — thirteen suppliers, replace every one with your own before relying on it or circulating it. The point of the sample is the ordering: the largest supplier by spend sits near the bottom of the exposure chart, and a subcontractor worth a twentieth of that spend sits at the top.
Charts: Exposure by supplier, Annual spend by category, Risk profile — sourcing position by stoppage impact...
Tables: The risk register, Action list
PDF 135 KB - v1.0 - reviewed 2026-08-07
Decision Log
Keep the record of what was decided on a project, by whom, on what basis and what it ruled out — options considered, rationale, one-way versus reversible, stated assumptions and a review date that catches a decision going stale.
Sample log — replace every entry with your own before relying on it or circulating it.
Charts: Decisions taken per month, What kind of decisions get taken here, Impact against reversibility...
Tables: The decision log, Needs review or attention
PDF 104 KB - v1.0 - reviewed 2026-08-07
Dependency Tracker
Track cross-team and cross-project dependencies — what you need, who owes it, when it is needed, whether the provider has actually agreed, and how far each one has slipped, with a timeline and a printable register. Runs entirely in your browser.
Sample register — replace every entry with your own before relying on it or circulating it. Two critical dependencies have no confirmation from the provider at all, which is the finding worth taking to the sponsor: neither can be chased into existence, and both need either a commitment or a change of plan.
Charts: What lands when, Who we are waiting on, Confidence in what is still open...
Tables: Open dependencies, Delivered and cancelled
PDF 127 KB - v1.0 - reviewed 2026-08-07
Gantt Chart Planner
Plan a project as a Gantt chart — tasks with start and end dates, owners, dependencies, percent complete, schedule health and the zero-slack chain that drives the finish date, with a printable report. Runs entirely in your browser.
Sample plan — replace every task with your own before relying on it or circulating it. Two items need a decision this week: T4 is six days past its end date and is the only thing holding the delivery slot, and T5 cannot start until the pressure-test certificate is produced.
Charts: The plan, Slack — tightest first, Status by phase...
Tables: The schedule, Attention
PDF 116 KB - v1.0 - reviewed 2026-08-07
Impact vs Effort Matrix
Sort a backlog into quick wins, major projects, fill-ins and thankless tasks by scoring every item for impact and effort, rank by priority score, and print a prioritised board. Switches to Eisenhower urgency-versus-importance labels when you want them.
Sample board — replace every item, score and figure with your own before relying on it or circulating it. The scores here are one team's judgement on one afternoon, not measurements.
Charts: The matrix, Priority score — the top of the list, The shape of the backlog...
Tables: The board, Do these first
PDF 129 KB - v1.0 - reviewed 2026-08-07
Issue Log
Run a working issue log for a project or an operation — severity and priority kept honest, escalation to a named person, aging and overdue flags, and resolution-time analysis from raised to verified-closed; the combined risks-assumptions-issues-dependencies register for programme governance is the separate RAID log.
Sample log — replace every entry with your own before relying on it or circulating it.
Charts: Raised each month — still open vs resolved, Open issues by project or area, Severity mix of open issues...
Tables: Needs attention now, Recently resolved
PDF 103 KB - v1.0 - reviewed 2026-08-06
Kanban Board & Flow Metrics
Run a Kanban board with real WIP limits, ageing work in progress, cycle time, lead time and throughput — a drawn board, flow charts and a printable report. Runs entirely in your browser.
Sample board with sixteen items on one team's maintenance queue. In progress is running one item over its limit of five, which is the first thing to fix: the oldest card in progress has been open a month and one item is blocked on a back-ordered part. Cycle times are calculated from three finished items only, so treat the average as indicative and plan against the longest. Replace every item with your own before relying on this or circulating it.
Charts: The board, Throughput — items finished per week, Ageing work in progress...
Tables: The board, Flow metrics
PDF 142 KB - v1.0 - reviewed 2026-08-07
Lessons Learned Register
Capture project lessons and, more importantly, prove they were re-used — every lesson carries a recommendation, the document it was embedded into, an owner and a date to check it stuck.
Sample register covering two completed projects. Seven of the ten live lessons have been embedded into a document; two remain past the thirty-day embedding target, including the utility connection lesson, which is the most expensive one on the register. Replace every entry with your own before relying on it or circulating it.
Charts: Lesson type mix, Lessons by category, Where the lessons have got to...
Tables: The register, Not yet embedded
PDF 104 KB - v1.0 - reviewed 2026-08-07
Meeting Minutes Manager
Keep full meeting minutes — agenda items, decisions, actions and attendance as one record per item, searchable across every meeting in the series, with open actions carried forward and a printable set of minutes.
Sample meeting series — replace every item with your own before circulating anything.
Charts: Items per meeting, Item type mix, Open actions by owner...
Tables: Minutes of the latest meeting, Open actions across all meetings
PDF 90 KB - v1.0 - reviewed 2026-08-06
Milestone & Deliverable Tracker
Track project milestones and deliverables with owners, baseline and current dates, slippage in days and an on-time delivery rate, then print a clear progress report. Runs entirely in your browser —
Sample plan — replace every entry with your own milestones before circulating this report.
Charts: Items by status, Items due per month, Average slippage by project...
Tables: Due in the next 30 days, Per-project summary
PDF 112 KB - v1.0 - reviewed 2026-08-05
MoSCoW Prioritisation
Sort requirements into Must, Should, Could and Won't have, budget the effort behind each category, and see whether the plan fits the capacity you actually have.
Sample release — replace every requirement, effort estimate and category with your own before relying on it or circulating it. The categories shown are the ones a team agreed in a workshop, not a recommendation.
Charts: Effort by MoSCoW category, Value per unit of effort, Share of effort by category...
Tables: The prioritised list, Scope health
PDF 119 KB - v1.0 - reviewed 2026-08-07
Project Charter Builder
Build a one-page project charter — purpose, measurable objectives, scope boundaries, deliverables, milestones, stakeholders, risks and budget — track sponsor sign-off and print the authorisation page.
Sample charter — replace every element with your own before asking anyone to sign it.
Charts: The ten sections, Milestones on the timeline, Budget breakdown...
Tables: The charter, Approval status
PDF 124 KB - v1.0 - reviewed 2026-08-06
Project Health Dashboard
Report a portfolio of projects period by period — red, amber and green status across schedule, budget, scope and resource, spend against progress, forecast against baseline finish, and which projects worsened since last month. Runs entirely in your browser.
Sample portfolio — replace every report with your own before relying on it or circulating it. Two decisions are being asked for this period: contract cover for the portal integration developer, and a scope freeze or re-approval on the finance system upgrade, which has now been requested three periods running.
Charts: Portfolio status by reporting period, Schedule variance by project, The four dimensions, project by project...
Tables: Portfolio — latest period, Movement since last period
PDF 104 KB - v1.0 - reviewed 2026-08-07
Scope & Change Tracker
Hold the agreed scope baseline and every change raised against it — additions, removals, clarifications and explicit exclusions — with effort, cost and schedule impact, who approved it, and the creep measured as a percentage of the baseline.
Sample data — replace every entry with your own before relying on it or circulating it.
Charts: The creep chart — baseline, approved, and if everything pending is approved, The creep curve, What happens to changes once they are raised...
Tables: Scope baseline and changes, Pending decisions
PDF 125 KB - v1.0 - reviewed 2026-08-07
Stakeholder Matrix
Map project stakeholders on a power–interest grid, plan real engagement for each quadrant, track attitudes from opposed to champion, and print a confidential engagement plan. Runs entirely in your browser — nothing leaves your computer.
Sample matrix — replace every stakeholder with your own before relying on it. Treat the file and this report as confidential working notes.
Charts: The power–interest grid, Most influential stakeholders, Attitude mix...
Tables: Engagement plan, The four quadrants
PDF 112 KB - v1.0 - reviewed 2026-08-06
Customer Segmentation Analyser
Rank customers by value rather than by revenue — ABC classification, contribution after the cost of serving each account, concentration risk, dormant revenue and payment behaviour, in one printable review.
Sample review — figures are illustrative and every customer must be replaced with your own before this is relied on or circulated. Service costs here are estimates built from the same activity list for each account: sales visits, expediting, special packaging and labelling, rework and returns, technical support, dedicated stock and credit control.
Charts: Net contribution — the twelve largest customers, Revenue concentration, Contribution health within each ABC class...
Tables: Customer ranking, Action list
PDF 123 KB - v1.0 - reviewed 2026-08-07
Lead Tracker & Conversion Funnel
Track every lead from first contact to won or lost, see which sources actually convert, catch the leads going stale before they die quietly, and print a funnel report.
Sample funnel — replace every lead with your own before relying on it or circulating it.
Charts: Funnel by stage, Leads by source, Leads received per month...
Tables: Source summary, Stale and overdue leads
PDF 127 KB - v1.0 - reviewed 2026-08-05
RFQ Quote Comparison
Compare supplier quotes line by line on landed cost — unit price, tooling, carriage, minimum order quantity, lead time and payment terms side by side — and find out which quote is actually the cheapest.
Sample comparison — replace every line with your own quotes before relying on it or circulating it. Three suppliers were invited on the same specification, quantities and delivery basis; all three responded within the return date. Northgate quoted the lowest unit price on every line but carries a one-off set-up charge, a 400-piece minimum against a 250 requirement, and a substituted material grade on the drawn item, and finishes highest on landed cost. Halden is recommended for award.
Charts: Total landed cost by supplier, Where each supplier's cost sits, Longest quoted lead time by supplier...
Tables: The comparison, Supplier summary
PDF 105 KB - v1.0 - reviewed 2026-08-07
Sales Funnel & Conversion Analyser
Measure stage-to-stage conversion in your sales funnel — where enquiries drop out, which channel actually converts, the average days deals sit at each stage, and how many leads a win target really needs. A funnel analyser, not an opportunity-by-opportunity pipeline list.
Sample funnel — two completed months, two channels. Inbound produces three times the lead volume of outbound and fewer than half the wins; the loss happens at the very first step, where under half of inbound enquiries survive qualification. Replace every row with your own before relying on any of it.
Charts: The funnel — latest period, Win rate by period, Funnel shape by segment...
Tables: Funnel by stage — latest period, Segment comparison
PDF 118 KB - v1.0 - reviewed 2026-08-07
Tender & Bid Register
Keep a register of every tender and bid — value, submission deadline, what it cost to bid and how it ended — with win rates by count and by value calculated from decided bids only. Runs entirely in your browser —
Sample register — replace every bid with your own before quoting any figure from it.
Charts: Bids by status, Bids submitted per month, Won and lost value by sector...
Tables: Live bids by deadline, Sector summary
PDF 124 KB - v1.0 - reviewed 2026-08-05
Certificate & Test Record Register
Keep a register of every certificate and test record your business issues — electrical, gas, pressure, lifting, alarms — with expiry and retest tracking, failure rates and a printable report. Runs entirely in your browser —
Sample register — replace every entry with your own before relying on it or sending it to anyone.
Charts: Results, Certificates issued per month, Expiry pipeline — next 12 months...
Tables: Expiry & retest list, Per-client summary
PDF 102 KB - v1.0 - reviewed 2026-08-05