A free scoring tool that measures whether a marketing employee's working style fits the financial reality of your company's product — combining three financial figures with seven behavioural questions into one actionable recommendation.
This tool evaluates a marketing employee (or candidate) against the specific financial profile of the company's product. It was built from a real internal assessment form used to screen marketing staff, rebuilt here as a documented, self-contained calculator.
Three inputs — sales value, cost of sales, and general expenses & depreciation — are combined into a single product efficiency ratio that classifies the product's commercial profile from "Excellent" to "Loss-making".
Seven forced-choice questions capture how the marketing person actually likes to work: negotiation style, pricing discipline, credit policy, leadership style, and experience.
A negotiation-driven, discount-friendly marketer can be exactly right for one product and a poor fit for another. The goal of this tool is to remove that guesswork: it derives what working style a product's financial profile actually calls for, then checks whether the candidate's stated preferences line up with it.
The engine runs a single formula on your financial figures, uses the result to decide which of two working-style "profiles" fits the product, then checks each of the seven answers against that profile.
All ten fields are required — a skipped question is treated as a sign the candidate is not eligible.
Sales value · Cost of sales or purchases · Total general expenses and depreciation, for the same period, in the same currency.
One forced choice each on: negotiation style, team leadership, product focus, pricing discipline, credit policy, working pattern, and years of experience.
The efficiency ratio bands the product's financial profile into a category. Categories in the middle of the scale call for a negotiation-led style; categories at either extreme call for an expansion-led, disciplined style.
| Ratio range | Category | Recommended profile |
|---|---|---|
| < 1 | Loss-making | Expansion-led |
| 1 – 2 | Excellent | Negotiation-led |
| >2 – 4 | Very good | Negotiation-led |
| >4 – 7 | Good | Negotiation-led |
| >7 – 12 | Acceptable | Expansion-led |
| >12 – 50 | Poor | Expansion-led |
| > 50 | Very poor | Expansion-led |
| n4 = 0 | Break-even | Expansion-led |
The final report also shows, question by question, whether the candidate's answer matches the recommended profile, plus a compatibility score out of seven.
A company reviewing one quarter of figures for a single product line:
n4 = 500,000 − (200,000 + 50,000) = 250,000
ratio = (500,000 − 125,000) ÷ 250,000 = 1.5
Ratio 1.5 falls in the 1 – 2 band → category Excellent → recommended profile: negotiation-led.
A candidate who answered "spirit of a leader" and "adhere to pricing policy" would show two mismatches against this profile, even with a strong ratio.
A first-pass filter before interviewing marketing candidates for a specific product line.
Deciding which existing staff member suits a newly-launched or repositioned product.
Keeping marketing style consistent with product economics across locations.
All fields are required. An unanswered question is treated as a mismatch.