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.
8 of 97 report PDFs shown in Human Resources.
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