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.
9 of 97 report PDFs shown in Founders and Executives.
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