255 templates · page 3 of 3
Business & Strategy diagram templates
Funnels, journeys, OKRs, roadmaps, pricing structures.
Pareto — Heat Pump Warranty Claims
First-year warranty claims on an air-source heat pump range by failing subassembly, computing that 5 of 10 modes carry 83.8% of 2,345 claims and showing the expansion valve overtaking the outdoor fan motor.
Pareto chartEvent Storm — Mortgage Origination
Application, underwriting and completion contexts for a building society, surfacing an affordability recalculation and a land registry charge that no command produces, either side of a surveyor-panel boundary.
Event stormingSwimlane — Goods Receipt Price Dispute
Three-way match failure routed across warehouse, accounts payable, buyer and supplier, with the credit-note branch and the rebooking loop that a straight-through invoice never takes.
Swimlane processArgument Map — Keeping the Four-Day Week
Pro and con structure for a retail bank deciding whether to make its 34-hour four-day week permanent, with rebuttals nested under the coverage and fatigue objections.
Argument mapQuote to Cash (Enterprise Software)
A discounted three-year deal moving through CPQ approval, contracting, ERP billing and a collections flag at day 41.
MermaidCorporate Treasury Onboarding Journey
Scored client experience of onboarding a corporate treasury relationship, where due diligence is the low point of the journey.
MermaidCommercial Insurance Broker Portal (PlantUML Use Case)
Broker, underwriter, claims handler and credit control actors against the use cases of a commercial lines broker portal.
PlantUMLSubscription Rate-Plan Domain Model (PlantUML)
Products, rate plans, charges, tiers, subscriptions and amendments as a billing domain model with tiered and volume pricing.
PlantUMLFranchise Operating Model (D2)
What the franchisor supplies, what the agreement extracts and how unit economics flow back as royalty and marketing levy.
D2Group Legal Entity Structure (Graphviz)
A listed group's ownership percentages down to an equity-accounted joint venture, with intercompany loans shown as dashed links.
Graphviz (DOT)Cohort Retention Heatmap (Plotly)
Monthly logo retention by signup cohort as a triangular heatmap, showing each new cohort holding better than the last.
PlotlyARR Bridge (Vega-Lite)
Opening to closing annual recurring revenue broken into new, expansion, uplift, downgrade and churn, giving 99.8 percent net retention.
Vega-LiteGross Written Premium by Class (Treemap)
An insurer's GBP 890m book nested by class and sub-class, with motor and property together carrying two thirds of the premium.
Treemap (squarified)Word Cloud — NPS Detractor Themes, Coded Comments
What 412 detractors (scores 0–6) wrote in a quarterly NPS survey of a B2B invoicing product, coded into 16 themes: 561 coded mentions, led by "bank reconciliation errors" (96) and "slow page loads" (81). Sized by mentions, so a theme raised twice in one comment counts once per comment. Illustrative values.
Word CloudWord Cloud — Reasons Given at Subscription Cancellation
Reasons chosen or typed by 1,729 subscribers cancelling a meal-kit subscription over one quarter, one reason each: "too expensive" leads with 412 (24%), ahead of "too much food" (288). Because every respondent gives exactly one reason, the weights sum to the number who cancelled. Illustrative values.
Word CloudMarimekko — SaaS ARR by Customer Segment and Product Line
$125m of annual recurring revenue cut by customer segment (column width) and product line (share within segment): enterprise is 48% of ARR ($60m) and the only segment where add-ons and support make up nearly half, while SMB revenue is 86% core platform — the expansion opportunity is visible as the gap between the columns. Illustrative values.
Marimekko / MosaicMarimekko — Quarterly New-Car Sales by Region and Powertrain
14 million new cars in a quarter, by region (column width) and powertrain (share within region): battery-electric cars are about 16% of the total, China supplies 63% of them, and Japan and Korea electrify through full hybrids rather than plug-ins. Illustrative values.
Marimekko / MosaicMarimekko — Online Retail Sales by Category and Channel
A retailer's £1,700m of online sales by category (column width) and channel (share within category): grocery is the widest column at 40% and the most click-and-collect-heavy, fashion is app-led, and electricals and home sell most through third-party marketplaces — so the marketplace fee line lands on the lower-margin categories. Illustrative values.
Marimekko / MosaicWaterfall — EBITDA Bridge FY24 to FY25, Price-Volume-Mix
The bridge a CFO puts on the results slide: FY24 EBITDA of £48,200k walks through price (+£6,900k), volume, mix and a subtotal after the revenue drivers, then raw materials, the energy saving, the wage settlement, the efficiency programme and FX, to FY25 EBITDA of £51,900k (+7.7%). Every bar is computed from the one before it, so the bridge always closes. Illustrative values.
Waterfall ChartWaterfall — SaaS ARR Bridge: New, Expansion, Contraction, Churn
Twelve months of annual recurring revenue from $24,600k to $30,300k (+23.2%): new logos add $5,200k, expansion $3,900k, and contraction and churn take $3,400k back. From the same bars, net revenue retention is 102.0% and gross revenue retention 86.2% — the two numbers a SaaS board asks for first. Illustrative values.
Waterfall ChartWaterfall — Unit Economics From Shelf Price to Contribution
Where £249.00 of ex-VAT shelf price goes for a consumer electronics product sold through retail: the retailer keeps £74.70 (30%), the bill of materials is £88.40, and after assembly, freight, duty and warranty the brand contributes £58.50 per unit (23.5%) towards fixed costs. Illustrative values.
Waterfall ChartBullet Graphs — Quarterly Bookings Against Quota by Region
Quarter-to-date bookings for five sales regions against quota (the target line) and bands at 70% and 100% of quota: North America is at $3.92m of $4.20m, EMEA has already beaten its $2.60m quota at $2.71m, and APAC is the outlier at $0.98m of $1.60m. Every bar shares a scale built around its own quota. Illustrative values.
Bullet / KPIBusiness — initiative + KPIs
Business vertical — initiatives, KPIs, segments, funnel. Typed FlowScript for business strategy. Keywords: OKR, objective, key result, funnel.
FlowScriptFinance — seed cap table
A typed cap table whose ownership percentages are computed, not entered. Typed FlowScript for startup finance. Keywords: cap table, captable, equity, dilution, funding round.
FlowScriptLegal — SaaS MSA clause map
A typed agreement whose clauses are grouped by responsible party. Typed FlowScript for contract analysis. Keywords: contract, agreement, clause, obligation.
FlowScriptBusiness — throughput accounting at the constraint
Throughput accounting for a machine shop, where the product mix is decided by throughput per constraint minute rather than by margin per unit — and the difference between the two is priced. Typed FlowScript for business strategy. Keywords: OKR, objective, key result, funnel.
FlowScriptBusiness — Incident Response Funnel
An operations incident funnel: raw alerts narrowing to the incidents that were paged, declared and reviewed. Typed FlowScript for business strategy. Keywords: OKR, objective, key result, funnel.
FlowScriptFinance — Payment Reconciliation Flow
A month-end payment reconciliation, walked from the gateway settlement file down to the lines posted to the ledger. Typed FlowScript for startup finance. Keywords: cap table, captable, equity, dilution, funding round.
FlowScriptLegal — Matter Intake Pipeline
A matter intake pipeline: enquiries narrowing to opened files, with every enquiry that did not convert attributed to the gate that stopped it. Typed FlowScript for contract analysis. Keywords: contract, agreement, clause, obligation.
FlowScriptFinance — Series A cap table with SAFE conversion and pool top-up
Fully diluted cap table after a Series A — founders, granted options, seed preferred, a post-money SAFE converting at its cap, Series A investors and a pre-money pool top-up — every percentage computed from shares. Typed FlowScript for startup finance. Keywords: cap table, captable, equity, dilution, funding round.
FlowScriptBusiness — OKR grid with acquisition funnel
One objective with six measurable key results, each from its baseline to its target, the customer segments it serves, and the sign-up funnel whose step-to-step conversion rates the key results are meant to move. Typed FlowScript for business strategy. Keywords: OKR, objective, key result, funnel.
FlowScriptLegal — GDPR data processing agreement clause map
Clause map of a GDPR Article 28 data processing agreement: who owes what to whom, each clause tied to the Article it implements, with the deadlines and consequences of the obligations that actually run on a clock. Typed FlowScript for contract analysis. Keywords: contract, agreement, clause, obligation.
FlowScriptSupplier qualification evidence funnel
Monitor qualification attrition without treating approval volume as a quality score. Typed FlowScript for business strategy. Keywords: OKR, objective, key result, funnel.
FlowScriptOpen-data publication quality funnel
Reconcile every excluded record and avoid silently losing quarantined data. Typed FlowScript for business strategy. Keywords: OKR, objective, key result, funnel.
FlowScriptAccessible onboarding completion funnel
Distinguish access barriers, choice and task completion instead of one conversion rate. Typed FlowScript for business strategy. Keywords: OKR, objective, key result, funnel.
FlowScriptService restoration assurance funnel
Track stages of incident recovery using the same accounted cohort in both views. Typed FlowScript for business strategy. Keywords: OKR, objective, key result, funnel.
FlowScriptResearch grant readiness funnel
Expose avoidable readiness losses while preserving a complete application accounting. Typed FlowScript for business strategy. Keywords: OKR, objective, key result, funnel.
FlowScriptBoard KPI Page — B2B SaaS Efficiency Against Committed Thresholds
The eight subscription metrics a SaaS board reviews each quarter — net revenue retention, gross revenue retention, subscription gross margin, Rule of 40, magic number, LTV to CAC, ARR per FTE and runway — each against its committed target and the poor / acceptable / strong bands agreed with the board.
Bullet / KPICost–Volume–Profit — Break-Even and Margin of Safety
Break-even chart for management accounting: sales revenue against total cost and the fixed-cost floor, with the break-even volume, the budget point, the contribution per unit and the margin of safety computed from the stated selling price, variable cost and fixed cost.
PlotCustomer Revenue Concentration — Data-Room Exhibit
Customer concentration exhibit for a quality-of-earnings report or vendor due diligence pack: FY25 revenue by account against FY24, sorted, with the cumulative curve, the 80% vital-few cut and the accounts that entered or left the top group.
Pareto chartLoan origination with DMN decision and manual underwriting
Consumer-loan origination: completeness check, credit-bureau pull, a business-rule task that evaluates a DMN decision table (APPROVE / REFER / DECLINE plus pricing tier), a three-way gateway on the decision output, manual underwriting for referrals, an adverse-action notice for declines, and an offer that is either signed or lapses after 30 days (event-based gateway). Illustrative offer validity.
BPMN 2.0Insurance claim from first notice of loss to settlement
Property or motor claim lifecycle: FNOL registration, policy-cover verification with declination, fraud-risk scoring with referral to the special investigations unit, document collection and damage inspection in parallel, quantum assessment and reserving, a settlement offer with a negotiation loop, and payment. Four lanes and seven message flows with the claimant.
BPMN 2.0Returns and refunds (RMA) with inspection grading
E-commerce returns: eligibility check against the returns policy, RMA and prepaid label, a 14-day timer on the parcel arriving, inspection and grading that restocks resaleable items, returns faulty units to the vendor or refuses customer-damaged items, and a refund to the original payment method. Six message flows with the customer. Illustrative policy windows.
BPMN 2.0KYC / AML customer onboarding with screening and EDD
Customer due diligence for a regulated firm: identity verification with a further-evidence loop and 10-day timer, sanctions, PEP and adverse-media screening, analyst review of potential matches, exit-and-report on a true match, risk rating, enhanced due diligence and MLRO approval for high-risk clients, then account opening. Illustrative deadlines.
BPMN 2.0Quote follow-up with an event-based gateway
A worked example of the event-based gateway: after a quotation is sent the process waits for whichever happens first — the customer accepts (purchase order), declines, or 14 days pass — with up to two follow-ups before the opportunity is recorded as lost. Accepted quotes become sales orders. Illustrative follow-up timing.
BPMN 2.0Month-end financial close with timer start
Record-to-report month-end close triggered by a monthly timer start event: period cut-off, accruals and recurring journals posted while the AP and AR sub-ledgers close in parallel, balance-sheet reconciliations, consolidation, controller review of the trial balance with an investigate-and-adjust loop, then approval, period lock and management reporting. Illustrative timetable.
BPMN 2.0Metered usage, rating and invoice reconciliation
Keeps raw usage, versioned pricing and issued billing records separate for reproducible reconciliation. Original worked design example; adapt responsibilities, thresholds and assumptions to your system.
MermaidTender evaluation with conflict and arithmetic checks
Keeps published criteria, recusals, clarifications and arithmetic verification visible. Original worked design example; adapt responsibilities, thresholds and assumptions to your system.
MermaidProduct experiment guardrails and decision record
Separates instrumentation validation, guardrail monitoring and the prespecified outcome analysis. Original worked design example; adapt responsibilities, thresholds and assumptions to your system.
MermaidLending case with affordability and collateral review
Model independent affordability and collateral checks before a documented credit decision; scoring and thresholds must be replaced with approved policy. Editable collaboration with role lanes, decisions and independent parallel checks. Illustrative policy and timing; adapt to local requirements.
BPMN 2.0Transaction readiness with financial and technology diligence
Combine commercial, technical and legal diligence into a recorded readiness decision; the model does not provide legal conclusions. Editable collaboration with role lanes, decisions and independent parallel checks. Illustrative policy and timing; adapt to local requirements.
BPMN 2.0Product release with support, reliability and accessibility readiness
Bring independent operational, reliability and accessibility reviews together before a public launch decision. Editable collaboration with role lanes, decisions and independent parallel checks. Illustrative policy and timing; adapt to local requirements.
BPMN 2.0Claim evidence request with overdue review
Track missing claim evidence with an internal deadline and distinguish a supportable decision from a case requiring an accountable determination. Editable collaboration with role lanes, decisions and an interrupting response timer. Illustrative policy and timing; adapt to local requirements.
BPMN 2.0Retention offer with consent-based acceptance and expiry
Allow a customer to accept a stated retention offer within a bounded window; otherwise retain the requested cancellation route. Editable collaboration with role lanes, decisions and a response-versus-expiry event race. Illustrative policy and timing; adapt to local requirements.
BPMN 2.0Event booking with coordinated hold release
Place provisional venue and supplier holds, validate feasibility, and release every hold if an event cannot proceed under approved conditions. Editable collaboration with role lanes, decisions and explicit rollback activities. Illustrative policy and timing; adapt to local requirements.
BPMN 2.0