Preview from the “Marketing Board Pack” workbook

Preview from the workbook

Original view from the file – with example data, no client data.

XLSX · FREELeadership & org

Marketing Board Pack

The decision view for leadership and board – profit, plan, risks and owners.

Decision

Which metric triggers a decision – and which one leaves the report.

File type
XLSX (Excel, Google Sheets, Numbers)
Language
German workbook · English edition in preparation
Working time
approx. 60 minutes
Modules
5 worksheets
Access
Free · after a short request
Data
Example data included – replace it with your own
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If the tool exposes a leadership or ownership bottleneck: consider a bottleneck call.

  • Free entry points
  • Premium systems with perpetual license
  • Built for real decisions

Monthly KPIs, channel P&L, running experiments and a decision log condense into a board one-pager: what was decided, what is open and who owns it.

Modules

  • Board Summary (one-pager)
  • Monthly Data: KPI cockpit
  • Channel P&L
  • Experiments
  • Decision Log

What the workbook produces

  • Monthly KPIs with plan-vs-actual and trend
  • Channel P&L including contribution margin
  • Experiment list with status and expected value
  • Decision log: decision, date, owner
  • Board one-pager as the output format

Who it's for

  • Marketing leads with reporting duties
  • CEOs demanding decision-grade reports
  • Companies with a board or investor

Use it when

Before the next monthly or board meeting.

Limits of this tool

The pack does not fix your data. Wrong source numbers simply look better.

The decision this tool clarifies

Your reporting triggers decisions instead of documenting activity.

The tool is enough when …

  • The marketing role is actually defined.
  • Someone maintains reporting and cadence.
  • The decision affects one team, not the whole organisation.

Marketing leadership makes sense when …

  • The CEO is still the de-facto marketing lead.
  • Decisions travel through Slack instead of defined roles.
  • The team grows faster than the leadership structure.

Related tools

All tools

Every tool is a working template with example data – no client data, no confidential figures.