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.
5 of 97 report PDFs shown in Sales.
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