KPI tracker and monthly-review one-pager: one brand, one plan year, twelve months
A workbook that phases the year's targets by month, takes one row of actuals a month and prints the monthly review: month and year to date against plan, run-rate, full-year estimate, share, distribution, doors and stock cover against trajectory, the trend, three things to say, open actions.
2 sheets from the example workbook
A workbook that phases the year's targets by month, takes one row of actuals a month and prints the monthly review: month and year to date against plan, run-rate, full-year estimate, share, distribution, doors and stock cover against trajectory, the trend, three things to say, open actions.
- KPI Tracker workbook (Inputs → Actuals → Dashboard → Actions → Checks) + Clarisel 2027 example with January–August actuals
Brand manager, marketing manager, country marketing lead in consumer healthcare, writing for a Gulf market and presenting to a regional or global team. Also the distributor marketer who co-writes it.
Every example is set in one fictional world: Meridian Consumer Health, its distributor Northern Gulf Distribution Co., the scalp-care brand Clarisel and its competitors Scalvia, Sebravel, Scalpex and Trichoderm. Nahdi, Al-Dawaa and United are real Saudi pharmacy chains used as market fixtures with invented figures. You see every box filled, every chart populated and every number reconciled, without a real company's data.
Prescription brands with a medical-affairs plan, agencies pitching creative work, or anyone who needs a company's proprietary template. The structure is the practice of the industry; the words, charts and numbers are original.
The done-with-you option adds three working sessions on your own document: inputs and numbers, the draft, and a review against the questions head office will ask.