# B2B ROAS reconciliation video brief

Use this worksheet to plan a short screen recording that explains one calculation state from the ROAS calculator. Keep the video tied to the supplied synthetic or redacted record. Do not add client results, benchmarks or accounting advice.

## Recording scope

- Working title:
- Intended viewer:
- Viewer decision after watching:
- Calculator record ID:
- Record type: synthetic / redacted company record
- Selected return basis:
- Cohort window:
- Outcome cutoff:
- Result state:
- One next action:

## Evidence boundary

- Spend source and owner:
- Return source and owner:
- Join key:
- Eligible records:
- Matched records:
- Unmatched records:
- Currency:
- Maturity rule supplied by the company:
- Values that remain `Unknown`:
- Private fields removed before recording:

## 60-second shot plan

| Time | Screen or graphic | Spoken point | Required visible label |
| --- | --- | --- | --- |
| 0:00–0:08 | Quick calculator | Name the two supplied values and the selected return basis. | Basis and currency |
| 0:08–0:18 | Calculated result | Read the multiplier and formula with substituted values. | Result and formula |
| 0:18–0:30 | Four return lanes | Show recognized revenue, collected cash, platform value and open pipeline separately. | Only eligible lanes use the ROAS label |
| 0:30–0:42 | Cohort and cutoff | Name the cohort window, attribution window, outcome cutoff and maturity state. | Cohort state |
| 0:42–0:52 | Source coverage | Show source owners, matched and unmatched records, and join coverage. | Coverage numerator and denominator |
| 0:52–1:00 | Decision card | Read the current state and the exact next action. | Decision and next action |

## Script draft

Write one complete sentence for each row in the shot plan. Keep the full script at 165 words per minute or less. Leave enough time to point at the named field before moving to the next screen.

## Recording rules

1. Use the finished calculator, not a static mockup.
2. Show one result state. Do not splice values from different cohorts.
3. Say “synthetic example” on screen and aloud when the record is fictional.
4. Keep platform-attributed value and open pipeline out of the ROAS label.
5. Preserve `Unknown`; do not narrate a missing value as zero.
6. Show the source, cutoff and next action in the final frame.
7. Remove names, contact details, raw CRM rows, credentials, account IDs and signed links.

## Review checklist

- [ ] The record ID and visible values match the exported JSON.
- [ ] The four return lanes match the calculator and exports.
- [ ] Open pipeline is labeled as a pipeline multiple.
- [ ] The cohort, currency and cutoff are visible.
- [ ] The result state matches the evaluator receipt.
- [ ] The next action uses the same request ID, owner and text as the export.
- [ ] The script contains no invented benchmark, owner opinion or result.
- [ ] The final video was played from start to finish with audio.
- [ ] Captions match the final audio.
- [ ] The poster frame shows the decision discussed beside the video.

## Final asset record

- Filename:
- Duration:
- Dimensions:
- Caption filename:
- Poster timestamp:
- Poster filename:
- SHA-256:
- Playback review date:
- Reviewer:
- Open defects: