The sample book

Eight reports, one design system

A board pack, a QBR, an investor update, an ops standup and four more, each set from the same palette in different proportions. Open any plate to see the workflow behind it.

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Gallery templates are used from inside your workspace, and a published report can be reused only when the publisher explicitly enables template use.

Plate 01

Q2 Revenue Board Pack

Authoritative · corporate

Paper ground, ocean headlines and charcoal body, with crimson kept for the single highlight. Three KPIs, a donut and a paired bar chart on one page.

paper #fff9fb
ocean #3a6b81
ink #252627
crimson · highlight only #bb0a21

Open the sample Q2 Revenue Board Pack and its workflow

Q2 Revenue by the Numbers

A quarterly review of revenue performance across regions, segments, and product lines, generated from the live data warehouse and refreshed every Monday at 09:00.

MRR Growth

+18%

vs prior quarter

Net New ARR

$612k

3,250 expansions

Logo Churn

1.8%

below 2% target

Regional revenue · share of total

North America42%
EMEA31%
APAC27%

Net new vs churned, last 4 quarters

Q3 23 +60 −22

Q4 23 +72 −28

Q1 24 +68 −30

Q2 24 +88 −24

Net new ($k) Churned ($k)

Plate 02

Marketing Mix QBR

Editorial data journalism

Warm cream paper with crimson carrying the data at three strengths. A ranked channel list and a budget mosaic, cut as one edition per region.

cream paper #f8f5f0
crimson · dominant #bb0a21
crimson soft #ddabb1
crimson faint #f7e8eb

Open the sample Marketing Mix QBR and its workflow

How marketing
is reshaping
the funnel.

Q2 review · prepared for the leadership team

Top 10 channels by pipeline contribution

01 Paid search 84% 13%
02 Organic content 74% 8%
03 Outbound + ABM 69% 9%
04 Webinars + events 64% 13%
05 Partner referrals 42% 16%
06 Community + Slack 42% 29%
07 Influencer dev rel 40% 18%
08 Direct mail 27% 16%
09 Newsletter sponsorships 27% 20%
10 Podcasts 20% 17%

Shipping today Planned next quarter

Where the marketing budget actually goes

45.3%

Paid acquisition

28.4%

Content + brand

18.7%

Events

7.6%

Tools

Plate 03

Investor Update Monthly

Modern annual report

A charcoal cover with a crimson bullet, then a numbers spread with a four-quadrant KPI block in alternating tints and a year of growth.

ink · cover #252627
paper · inside #fff9fb
ocean faint #ecf2f4
crimson accent #bb0a21

Open the sample Investor Update Monthly and its workflow

ACME

Investor Update

May 2024

Maya Chen, CEO

01 / 18

By the numbers

ARR

$8.42M

↑ 34% MoM

Burn

$140k

12% under plan

Runway

22 mo

at current burn

Customers

1,247

+148 net new

ARR growth · last 12 months

Jun '23 · $2.1M May '24 · $8.4M

The Series A close in February pulled forward two enterprise deals we'd modeled for Q3. Net new contracts came in at $612k, the highest single-month total in company history. Pipeline coverage for Q3 remains healthy at 3.4×.

Ask 1. Two intros to CIOs at Series D fintechs.
Ask 2. One more design partner before Aug 1.

Plate 04

Sales Pipeline Weekly Brief

Bold corporate brochure

White ground, geometric crimson shapes in the header and an inverted ink footer. Stages set as bars, then two editorial cards.

pure white #ffffff
crimson · geometric #bb0a21
ink · footer #252627
crimson soft accent #ddabb1

Open the sample Sales Pipeline Weekly Brief and its workflow

Sales · Weekly Brief

2024

Pipeline
Week 22

Pipeline by stage

Discovery 142 $1.8M

Demo done 89 $2.4M

Proposal 47 $3.1M

Procurement 21 $1.9M

Closed won (MTD) 12 $648k

Weekly Highlight

Two enterprise expansions cleared procurement

Pinewood (+$148k ARR) and Northwind (+$92k ARR) signed off Friday. Both started in Q1.

Slipping deals

Three accounts pushed to Q3

Procurement delays on two; one re-org pause. Updated mitigations in the deal-room thread.

Plate 05

Customer Cohort Health

Playful · storytelling

A soft ocean ground and large dimensional letterforms, with an inverted charcoal callout for the finding. The gentlest of the eight.

ocean faint · bg #ecf2f4
ocean · dominant #3a6b81
ocean depth · shadow #a8c2cd
ink · callout #252627

Open the sample Customer Cohort Health and its workflow

Customer Success

May 2024

N P S

Net Promoter Score · the only number that matters

+62↑ from +54 last month

By cohort age

New (< 30 days) +71
1-3 months +68
3-6 months +64
6-12 months +58
1 year + +54

What promoters keep saying

47 "Saved my Monday morning"
31 "Finally, real publishing"
24 "It just runs"

Customers who use scheduled delivery 3+ times in their first month score 23 points higher at the 90-day mark.

Plate 06

Operations Daily Standup

Functional · live ops

Table-dense with monospace figures and a live indicator: a dashboard, delivered as a report. Crimson marks warnings and nothing else.

white #ffffff
ocean · ok states #3a6b81
crimson · warn only #bb0a21
cream · row tint #f8f9fa

Open the sample Operations Daily Standup and its workflow

Operations · Daily standup

Monday · 09:00 EST

LIVE

Uptime · 24h

99.98%

P0 incidents

Avg latency

142ms

Error rate

0.04%

Service health · last 24 hours

Service	P50	P99	Err %	SLO
api-gateway	22ms	180ms	0.01%	99.99
publish-worker	1.2s	4.8s	0.03%	99.96
render-pool	820ms	6.2s	0.18%	99.71
scheduler	14ms	62ms	0.00%	100.0
audit-chain	8ms	22ms	0.00%	100.0
connector-bus	340ms	2.1s	0.08%	99.92

Capacity · peak use, last 24 hours

render-pool 86%
publish-worker 58%
connector-bus 41%

Needs attention

render-pool P99 trending up; investigating a cache-miss spike at 03:14 UTC
connector-bus retry queue depth normal after Friday's deploy

Requests · 24h

00:0012:00now

2.4M requests

Plate 07

User Research Insight Pack

Editorial · quote-led

Less data, more editorial. A large italic pull-quote, six themes ranked by mentions and a plain so-what, readable in one sitting.

cream #f8f5f0
ocean · viz #3a6b81
crimson · pull-quote em #bb0a21
ink · so-what aside #252627

Open the sample User Research Insight Pack and its workflow

User Research · Insight pack 12

May 2024

"I want it to just keep running."

Six insights from 24 interviews with RevOps and Finance leads rebuilding their Monday morning report. The recurring word: maintenance.

The data is fine. The chart is fine. The story is fine. What's not fine is that I have to redo it next Monday and the Monday after that and the Monday after that, forever.

Head of FP&A · mid-market SaaS · interview 17

Six themes that came up at least 8 times

01 Brand discipline at speed 21
02 Schedule-driven, not request-driven 19
03 Variants per stakeholder 16
04 Audit trail per delivery 14
05 Embed in Slack / email 12
06 Talk to the report directly 9

Plate 08

Manufacturing by the Numbers

Statistical broadsheet

The densest of the eight: two ruled columns of six panels, each a different form. Ocean carries every series; crimson flags one sector.

paper #fff9fb
ocean deep #2c5667
ocean soft #a8c2cd
crimson · one flag only #bb0a21

Open the sample Manufacturing by the Numbers and its workflow

Manufacturing by the Numbers 2025

An annual benchmark of mid-market manufacturers (firms with revenues between $10M and $1B), composed from a sample survey dataset. Below, highlights from the 2025 edition.

Mid-market firms added capacity while large firms cut it

+18 plants mid-market, per 100 firms

−2,400 hours downtime, per firm

Output change by sector

Automotive +88

Aerospace +74

Industrial +66

Consumer +52

Energy +39

Source: sample survey dataset · n = 1,204

Net jobs added by region

Midwest+2.2M
Southeast+1.4M
Northeast+0.9M
West+0.6M

Share of total private-sector output

Small firms

Mid-market

Large firms

What growth champions did differently

72% New markets

64% Automation

58% Reshoring

47% Retraining

31% M&A

Source: sample survey dataset · 1,647 executives

Firms that returned to pre-downturn output

Three in five mid-market manufacturers recovered within eight quarters.

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Eight reports, one design system

Q2 Revenue Board Pack

Marketing Mix QBR

Investor Update Monthly

Sales Pipeline Weekly Brief

Customer Cohort Health

Operations Daily Standup

User Research Insight Pack

Manufacturing by the Numbers

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