Lines of business
0
configured
Canvases submitted
0
of 0 LoB heads
AOP revenue target
—
across all LoB
Total budget allocated
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of requests pending: 0
LoB status overview
| LoB | Leader | Hero product | Revenue target | Budget allocated | Canvas | Status |
|---|
Hero products
Geography coverage
Configure lines of business
Add each LoB participating in the strategy exercise.
LoB Canvas
Complete all 6 sections
Choosing your hero product
Lead with one signature product — not a service description, a product name. This is the door everything else opens from.
Crisp product name, not a service description.
Market signal, delivery confidence, or competitive window that makes this the right lead this year.
Specific — client names (if permitted), timelines, live metrics.
Product positioning
This is what marketing crafts messaging from, and what sales pitches with. Specific answers produce specific campaigns.
[Hero product] helps [target client] to [outcome] — unlike [alternative] which [limitation].
Target market & ideal client profile
The tighter the ICP, the sharper the outreach — and the more effective centralized marketing can be on your behalf.
Company type, size, stage, geography, and the person you sell to.
Upsell & cross-sell map
The hero product opens the door. Map the full revenue journey a client takes once they're inside.
Competitive position & proof
Why Antier over alternatives? Build the credibility layer that marketing and sales use to differentiate.
GTM plan & marketing / sales handoff
What centralized marketing and sales take and run with. Be specific — vague requests produce vague campaigns.
Centralized marketing needs Marketing
Centralized sales needs Sales
LoB leader personally owns LoB-led
KPI
Target
Owner
Ready to submit?
Submitting locks your canvas and updates the CEO dashboard.
Step 1 of 6
Revenue planning
Set prior year actuals and growth targets per LoB. The platform computes the AOP target, quarterly phasing, and sensitivity scenarios automatically.
| LoB | Prior year ($) | Growth % | AOP target ($) | Hero rev ($) | Services rev ($) | Retainer mix % | New clients | Stretch ($) |
|---|---|---|---|---|---|---|---|---|
| Company total | — | — | — | — | — | — | — | — |
All values in USD. AOP target = prior year × (1 + growth %). Hero + Services should sum to AOP target. Changes auto-save.
Total prior year
—
AOP target
—
vs prior year
Hero product rev
—
of total
Stretch target
—
Prior vs target by LoB
Growth rates by LoB
Revenue mix — hero vs services
Quarterly phasing
Apply a phasing model across all LoB, or edit individual quarters in the table.
| LoB | Q1 % | Q1 ($) | Q2 % | Q2 ($) | Q3 % | Q3 ($) | Q4 % | Q4 ($) | Annual ($) |
|---|---|---|---|---|---|---|---|---|---|
Revenue assumptions log
Document what the plan believes to be true. When actuals diverge, you'll know if it was bad planning or bad execution.
Assumption
Rationale / basis
Status
Sensitivity — what if we miss plan?
Budget management
Leaders submit budget requests; finance reviews and approves. Allocations and utilization tracked in one place.
Total budget allocated
—
across all LoB
Total requested
—
pending approval
Approved spend
—
of allocated
Budget utilization
—
approved vs allocated
Spend by category
LoB budget utilization
All budget requests from LoB leaders
Annual budget allocation per LoB
Set the annual budget envelope per LoB. Leaders can request spend within this; anything above requires CEO approval.
| LoB | Leader | Annual budget allocated ($) | Approved spend ($) | Pending ($) | Remaining ($) | Utilization |
|---|---|---|---|---|---|---|
| Company total | — | — | — | — | ||
Spend vs output tracker
Track what each LoB spends per activity category against the output metrics it produces. Budget without output tracking is just accounting.
LoB
Allocated
Spent
Output value
Efficiency
ROI
Output value = revenue generated + pipeline created from this LoB's activities. ROI = output value / spend. Enter actuals in the Output Log tab.
Spend by activity category
Output per category
Activity budget allocation — per LoB
Leaders allocate their envelope across activity categories. This is where product development vs CAC vs talent decisions are made explicit.
Log actual spend and the output it produced. This creates the spend-efficiency record for quarterly reviews.
Global trajectory dashboard
Is Antier on track? One view across revenue, budget, pipeline, and LoB health — updated as leaders enter actuals.
Revenue — plan vs actual
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YTD achievement
Budget burn rate
—
of annual allocation
Hero product pipeline
—
active opportunities
LoB health score
—
avg across all LoB
Revenue trajectory — plan vs actual (monthly)
Enter monthly actuals below. The chart updates automatically.
Plan
Actual
LoB health — RAG status
Three signals per LoB: revenue trajectory, budget utilization, and canvas completion. Leaders can update their own status.
Quarterly review notes
Market alerts & signals
Live external signals that may require LoB leaders to review their direction or reallocate budget. Fetched from public data sources.
Live data — refreshes on demand
Signals fetched
—
High priority
—
Live crypto market data
Click "Refresh signals" to fetch live data
Market signal implications for Antier LoB
Recent regulatory & industry news
Click "Refresh signals" to fetch headlines
Custom alert thresholds
Set thresholds that trigger an alert and prompt a LoB leader to review their plan.
Triggered alerts
No thresholds triggered yet
Marketing briefs
Auto-generated from each LoB's submitted canvas — ready to hand to centralized marketing.
Sales battle cards
Competitive quick-reference per hero product.