Inside the work
Illustrative formats for the management decisions behind Revenue + Finance + Technology. These are examples and blank templates, not client records or reported outcomes.
Example · invented data
A simple scenario isolates the effect of pricing and direct costs. All figures below are fictional; they exclude operating expenses, tax, cash timing and capacity constraints.
| Driver | Base | Price change |
|---|---|---|
| Units | 1,000 | 1,000 |
| Average price | $100 | $105 |
| Revenue | $100,000 | $105,000 |
| Direct cost per unit | $60 | $60 |
| Gross profit | $40,000 | $45,000 |
| Gross margin | 40.0% | 42.9% |
The management question: can the price change hold without reducing volume or changing delivery costs? The operating plan needs an owner and evidence for that assumption.
Download blank driver template (CSV)For each metric: a definition, source, owner, baseline, target, actual and decision. Pipeline and financial indicators are reviewed together.
Example prompt: What changed in conversion or timing, and how does it affect the revenue forecast?
Download blank scorecard (CSV) ↗For each priority: the constraint, initiative, accountable owner, measure, next action, due date and handoff criteria.
Example prompt: Who owns the reporting workflow after implementation, and can they run it without Joe?
Download blank action register (CSV) ↗AI can assist in organizing inputs, preparing scenario narratives and drafting review questions. Joe validates the calculations, traces the assumptions to their sources and decides what the evidence means for management.
Client deliverables are adapted to the assignment, available data and the team’s ability to maintain them.
Explore the diagnostic ↗