The report supports a launchable recommendation with clean assumptions and guardrails.
Template for advisor reporting
Use one structure for every client-ready money decision.
Clear Margins gives advisors a repeatable report structure for the decisions clients actually approve: recommendation, assumptions, cases, margin impact, runway impact, guardrails, sign-off, and monitoring.
Recommendation firstAssumptions visibleApproval tracked
Decision first
The template answers what a client needs to know before saying yes.
A useful client report is not a spreadsheet screenshot. It is a decision artifact: the recommendation, the evidence, the risk, the approval, and the follow-up rule in one place.
The client can approve the move only inside stated limits and review triggers.
The report records why the move should not launch now.
The report preserves the missing assumptions so the next review can move faster.
Operating loop
From client ask to monitored decision record.
The workflow keeps assumptions, cases, approval status, guardrails, and monitoring tied to one version instead of scattering them across spreadsheets, notes, and slide decks.
- 01State the decision
Name the exact choice: scale, discount, reorder, hire, reprice, or wait.
- 02Show assumptions
List the raw inputs and source quality behind the recommendation.
- 03Compare cases
Summarize best, base, worst, and stress cases without overwhelming the client.
- 04Attach guardrails
Define the thresholds that protect margin, cash, inventory, and acquisition efficiency.
- 05Capture approval
Record approve, reject, or request changes, then sync status back to the workspace.
Scenario cases
Best, base, and worst cases stay attached to the recommendation.
Clients can approve a decision faster when the upside, operating case, and failure case are visible in the same report.
Best caseDecision launches cleanly
The client understands the recommendation and guardrails before action.
Base caseGuarded approval
The client approves the move with a review window and rollback threshold.
Worst caseDecision waits
The report shows why the data or economics are not ready.
Policy checks
The report explains the math before asking for approval.
RecommendationApprove, approve with guardrails, reject, or needs better data.Assumption qualityManual, imported, connected, estimated, or missing source context.Policy checksMargin, ROAS, runway, inventory, and data-confidence status.Monitoring ruleThe metric, threshold, and review window used after approval.
Client portal
The stakeholder sees a clear recommendation, not a finance cockpit.
The client-facing view focuses on the decision, assumptions, impact, advisor note, guardrails, and approval actions. The advisor keeps the deeper modeling context inside the workspace.
Client Decision Report TemplateClient action needed
- Decision being evaluated
- Plain-English recommendation
- Key assumptions
- Best, base, worst cases
- Margin and runway impact
- Risk summary
- Advisor note
- Approved guardrails
- Approval actions
ApproveRequest changesReject
Use case boundary
Use this before the spreadsheet becomes the meeting.
Use this for decision support. It is not legal, tax, accounting, investment, or financial advice.
FAQ
Questions advisors ask before using this workflow.
What belongs in a client decision report?
A clear recommendation, assumptions, cases, margin and runway impact, risk summary, advisor note, guardrails, and approval actions.
How is this different from a dashboard?
A dashboard shows many metrics. A decision report explains one choice and what to do next.
Can the template be reused?
Yes. Agency workspaces can reuse report structure, notes, guardrails, sandbox bounds, and approval flow patterns across clients.
See the deliverable