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.
14 of 97 report PDFs shown in Project Management.
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