Whether you are an Angel Investor, an Investment Banker, or run a Venture Capital Fund, a significant portion of your time is spent negotiating and finalizing deals with startup companies.

The success of your company depends on the deals you make with different firms and organizations. Proper tracking and management of such deals are essential to ensure the highest possible return. This is accomplished via deal flow management.

Efficient and effective deal flow management will ensure that you don’t miss out on the best possible investment opportunities. It allows you to keep an eye out for the most profitable deals heading your way! Stackby’s Deal-flow management template can make the process all the more easier for you. 

Are you looking for a tool to manage your deal flow? You’ve come to the right place. Stackby has created a template exclusively for this purpose. With our Deal-flow Management Template, you can record and track your deal’s details on a single interface.

How can you use this template for your team?

The Deal-flow management template will allow you to:

• Bring information via pitch forms - startup name, description, URL, categories, pitch deck attachments and more. 
• Record the source of a particular deal for future reference.
• Track the current status of the deal. You can select from the options given, including Portfolio, Due-Diligence, Negotiation, On-Hold, etc.
• Keep an eye on the closing date of each deal. You can also assign a deal manager to make the process simpler and easier.
• Attach any documents related to the deals to the template itself for easy access.
• The template also allows you to view the deals by their action or current status. It has an inbuilt calendar that tracks the closing of each deal.
• The separate tab for sources allows you to list and summarize all the sources for your deals. 
• Add any custom fields to record particular details of any startup. 
• Record the contact details - phone number, email ID of the startup representatives and their current job title in the company.
• Monitor and update the details as and when required.

To make your job easier, the deal-flow management template comes attached with a standard Startup pitch form that can be used by your company while negotiating with them. 

Quality deal flow management can be the key factor that drives the success of your company. With our custom-made deal flow management template, you can scale your startup investments and focus on what you do best - investing in future unicorns! 

Recruitment and selection can be a tiring process, especially if the companies don’t have a proper tracking system. While many companies use a tracking system during the recruitment process, some companies still maintain spreadsheets and databases to keep their records. This can get complex over some time, mainly when several candidates are coming for the interview. An upgrade is, therefore, required and that’s where our Applicant Tracker Template comes in.

Stackby’s applicant tracking template provides you with the help you need by creating the essential database for managing your data. You have to enter all the information of the candidates about how they performed in their respective interviews.

The open profile table will connect all the openings you have in your organization to the applicants who gave their interviews according to their profile. There is also an interviewer table that keeps track of the respective HR member who took the interview and the current status of the same.

Why is an applicant tracker important?

In today’s fast-moving market, companies use an applicant tracking system to identify, evaluate and hire the best employees for themselves. Those who still hold back have some or other way failed to achieve their desired results. 

An effective recruitment process is said to be when the company can engage with the top talent and hire the best. Digitizing and managing the information of all the candidates in a specific platform in the initial stages of the screening is one of the many things that an applicant tracker system does in no time.

Here are some of the advantages of keeping applicant tracker template-:

1. Reduces time to hire-: The job application tracker spreadsheet will increase the speed of your selection process as it reduces the time you would have to spend on the administrative tasks. Manually managing the listing and bookkeeping takes an ample amount of time.

2. Improves hiring quality-: The quality of hiring becomes better using the applicant tracker template. For instance, the automated matching of the specific skills and requirements would only allow the best candidates to compete.

3. Speed up recruitment cycle-: Having all the information and credentials in front the recruiter will make his work easier ten fold. Since the information is properly organized in one space, excel spreadsheet templates for tracking makes the recruitment process faster.

4. Provides better screening-: It can become a tiring task for the recruiter if he or she does everything manually. It can be quite overwhelming. This can be solved easily as the job application tracker spreadsheet does the automated screening of applications by using various algorithms.

Now you will not feel burdened, and the work will not be hectic with Stackby’s applicant tracking system. Copy this stack and enjoy recruiting. 

Are you planning to organize a conference for your company? Well, you must have a million questions racing through your head! Where will the conference be held? Who will sponsor it? What will the budget be? Who will be invited? Will there be a chief guest? And so on!

Organizing and conducting a conference is not a simple task. However, with a lot of planning, a little bit of hard work, and the right people, you can easily plan a successful conference!

From companies to colleges, NGOs to start-up ventures, conferences are vital for all forms of organization.

How to plan a successful conference? 

• Give yourself sufficient time to plan the conference (Last-minute planning is never a good idea!). 
• Decide on the subject matter and theme of your conference.
• Set a target audience depending on the above.
• Set the budget for the conference and start looking for sponsors.
• Assign a team to plan and manage the conference.
• Choose your speakers and topics of discussion carefully.
• Decide on a venue and date for the conference.
• Arrange vendors to supply the relevant materials.
• Conduct the conference!

Conference planning can be quite stressful. Are you looking for a conference planning template to make your job easier? Well, your search is over! Stackby has created a state-of-the-art Conference Planning Template just for you! This template will allow you to monitor every aspect of your conference and prevent you from overlooking any detail, big or small.

With Stackby’s Conference Plan Template, you will be able to:

• Plan your entire event from a single platform!
• Record the sequence of events for each conference and the corresponding venue.
• Add images of the venue to the template for future reference. 
• Store the seating capacity of the particular venue. 
• Record the date, time, and duration of each event of the conference.
• Track the speaker assigned to each event and the corresponding topic of discussion.
• Add contact details and headshots of each speaker to your conference plan template.
• Record details of companies sponsoring your event. Add details of the contact person from each company to avoid any communication gap.
• Record the amount sponsored by each company and the current status of the sponsorship (Approached/ Committed/ Received).
• Track the members of the team responsible for organizing and conducting the conference.
• Store contact details of the members and their current designation.
• Keep track of the budget for your conference. Monitor the amount spent on each task and the corresponding budget assigned to it. This will help you check if you are overshooting the budget.
• Record the list of topics that will be discussed at the conference and add notes, if necessary.
• Track and update the details as and when necessary.

Whether it’s the venue or the budget, sponsors of the speakers, Stackby’s Conference Planning Template is a one-stop solution to all your problems. Collaborate with your team to organize a successful conference with our easy-to-use conference planning template!

Looking for a method to ensure that your projects are completed and delivered to the clients on time? Do you want all your teams to communicate and collaborate seamlessly? Or do you want to improve project scheduling and enhance task management?

The answer to all your questions lies in project management and our project tracker template is the perfect tool to help you through it.

What is project management?

The process of planning, organizing, and managing multiple tasks to finish a project successfully and within the given deadline is called project management.

Every project needs a structure and plan. The length and complexity of this plan will depend on the nature of the particular project. Put in simple terms, the stages of such a plan include:

• Understanding the client’s needs to set project goals and objectives.
• Breaking down the project into individual tasks, assigning team members, allocating budget, and setting deadlines.
• Working on the tasks according to the plan that has been formulated.
• Tracking the work progress regularly and analyzing if it is per the original plan.
• Finish and deliver the project and secure the client’s approval.
• With project management, the entire process would be chaotic and challenging to handle.
• With multiple projects from different clients, keeping track of the status of each one can be quite a hassle.

Stackby is here to your rescue! With our custom-made Project Tracker Template, you can rest assured that all your projects will be done on time and meet the client’s expectations.

Using Stackby’s Project Tracker Template, you will be able to:

• Manage all your projects in one place.
• Add notes to each project to get a more comprehensive understanding.
• Check the category each project belongs to (Branding/ Digital/ Content/ etc.). 
• Record the clients who have assigned each project.
• Assign a team leader to each project to enhance accountability.
• Track the team members responsible for each project.
• Attach the project files to the template to provide easy access to all teams.
• Monitor the start date and the due date for the project to ensure that it is turned in within the deadline given.
• Record the tasks due to each project.
• Track the current status of each task (To Do/ Doing/ Done) 
• Monitor the total number of days spent working on each project.
• Record the details of each client that has collaborated with your company.
• Store contact details of your clients to avoid any communication gaps.
• Check if each task has been completed or not, and monitor the due date of the same.
• Monitor and update your project and task details in the project tracker as and when required.

Regardless of the size and nature of your business, with our Project Tracker Template, you can track your projects from start to finish with minimum effort and maximize your growth and revenue!

If you are given a choice between reading a long-winded description of a product or watching a YouTube video on the same, there is a high probability that you will choose the latter. 

Videos allow an individual to express their ideas and a company to showcase their products in a visual, interactive, and engaging format.

Videos are easy to understand and drive traffic to your company’s website. They are easily searchable and allow companies to showcase their products uniquely. You can reach a wider audience with a YouTube channel’s help and analyse the performance of these videos via YouTube metrics.

However, planning and producing a video is not a simple endeavour. From the type of video, the video content to its budget allocation, video production planning requires careful consideration of several factors.

After the video has been produced and uploaded, its performance needs to be analysed as well in order to understand if the video production’s current strategy is working. YouTube metrics such as the number of views, likes, dislikes, comments, etc. give creators an idea about the video’s overall impact.

However, planning the production of a video and tracking video metrics is a herculean task which requires a great deal of acute planning and management. With multiple videos and a wide range of metrics data, tracking everything can be quite a handful. 

Well, don’t worry! Stackby is here with a solution for you!

We have created a video production template for you! Whether you run your own YouTube channel or a video production agency, this template is the perfect partner for video production activities.

Here’s how you can use the template to streamline your production process and monitor YouTube video metrics in a single place. The template allows you to:

• Record the details of all the videos on a single platform.
• Store the details of the brand concerning each video.
• Record the type of each video in the list. It can be a trailer, snippet, etc.
• Collaborate with your video production team to manage the process end-to-end. 
• Add the title of the video to the template itself. 
• Record the duration of the video in the video production planning template.
• Maintain and update the details as and when required.

The template can also be viewed in Kanban style which will help you to get clearer and quicker access to multiple information about a certain video.

You can also use the video production template to track the video metrics and manage video reporting in the same place. 

All you have to do is integrate a column with YouTube API. This will allow you to pull in metrics data directly to the corresponding row. You can choose which information you want to look at, and refer to it anytime to get the latest data.

You can track and monitor the number of likes, dislikes, views, comments, etc. and even bring title, description, video tags and more. This API can be scheduled for auto-updation which allows you to kick back and assess YouTube performance in real-time

If you're a video production team or running a YouTube channel, the Video Production Planning & Tracking template is a must have to ensure smooth workflows.

As a social media company, what’s the most common challenge you face in the daily workflow? Do you still manage your flow process on different spreadsheets? Would you rather have all your data and process mapped out onto a collaborative, single platform where everyone is on the same page or would you prefer one where the processes are mapped onto different ones? Social Media operation requires a great degree of organisation, finesse and flexibility. Our Social Media Management Template offers you these in a unified platform along with a host of customization options.

No matter what your Social Media strategy is, the Stackby Social Media Management Stack helps you manage social media campaigns easily. In addition to logging your social media plans, you can also track the channels that were used and popularity of each social media post with the Metrics table in our template. Want something more elaborate for your social media team? Just adapt and add/replace your own fields. It’s that simple!

With the Social Media Management Template, you can:

• Collaborate with your team in real time on the status of each social media post or strategy
• Brainstorm ideas on how to maximize the impact of posts
• Add URLs to access the post on the social media platform
• Attach images to be posted on the adjoining handles

Our Social Media Management Template makes the entire process transparent, organized and easy to track which ultimately streamline your social media strategy.

Whether you live by yourself or run a business, managing all expenses and spending the right amount of money on the right things can be a bit hectic. It would help if you kept a rein on your expenses using an expense tracker template. That’s where our Expense Tracking Template comes in.

As a business owner, you must have all the information handy about what and how much expenses your business is incurring and what needs to be changed. Managing expenses can be a difficult task, be it business-related or your personal expenditure. 

Use this Expense Tracker Template and keep a check of all your business expenses and customize them according to your needs. From planning spends to managing invoice payments, track all pertinent details from one location. 

How can Expense Tracking benefit your business?

Tracking the Expenses can help in business in the following ways:

1. Better Money Management: If you are a student or someone who spends a lot of money and fails to achieve their savings goal or splurge in general – this can be a good thing for you. Getting better at money management means getting financially stronger! From another perspective, if you are a business owner, it is crucial that you have full knowledge about your expenses for the whole year and not just at the end of the financial year or during the tax month.
2. Always be prepared during the Tax season: Having a thorough knowledge of the expenses will help you know in advance which expenses are tax-deductible. You can calculate that amount on a prior basis.
3. Makes business forecasting easier: When you are keeping track of your expenses, you will find it easier to forecast how much profit the business will earn or at least have an idea. You can plan the activities for the next financial year and expenses accordingly. It will also come in handy when you have your investor meetings and will help you plan effective business strategies.

Why would you need an Expense Tracker Template?

• To keep track of all the expenses done by you individually; or incurred in your business. 
• To plan the inflows and outflows of the money.
• To save your time and improve your productivity.

How would Stackby’s Expense Tracker Template help you?

Stackby’s Expense Tracker Template is quite simple to use. You do not need to be a professional or have any coding or accounting experience. All you must do is put all the expenses on a column and other information on different columns. There are different columns from all kinds of information such as category, price, date, name of the vendor, etc.

The template can be used by businesses also in any industry and can be completely customized according to your needs. 

A company or any seller whose main motive is to earn a profit understands the importance of user feedback. User feedback plays an important role in understanding and getting an idea about the user’s perspective and likings. Our User Feedback Tracker Template is designed specifically for such companies.

Feedbacks are not limited to small numbers. With the vast amount of feedback coming daily from different people or communities, it becomes a frenzied task to manage and analyze them all at the same time.

A user feedback tracker template comes to your rescue in this scenario. It will enable you to list all the users and their feedback and manage them all in one place. 

Why do we need a User Feedback Tracker?

Listening to users and asking for their opinions is the best way to make them realize that they are important and that their opinion matters. There are certain benefits that user feedback provides. Those are:

• It makes you aware of your product and what improvements need to be done.
• Listening to customer feedback makes them feel important and involved.
• World of mouth is especially important for marketing, and good feedback generates personal recommendations.
• It helps you convince the customers to come back for more. 
• It helps you to especially investigate the negative feedback and try to rectify the problem. It makes a good impact on the customers that their opinion is valued.
• It creates brand loyalty.

User feedback has been a part of the marketing strategy for decades. It is crucial to know what your customers think about your brand or product.

A user feedback tracker will help you organize all this feedback systematically and give you the ease of looking into the data wherever and whenever needed.

How will Stackby’s User Feedback Tracker template help you?

Tracking and managing all the feedback separately can be a bit hectic. Stackby’s user feedback tracker template is the key to efficiently manage and track all the feedback in one place and categorize them according to your own wish.

Use this all-in-one feedback tracker to do surveys and collect feedback forms from your internal and external clients. You can do any kind of survey with this template.

It is also completely customizable. You can categorize the data the way you want and customize it according to your needs. Need to add in a few more questions? Feel free to do that in a separate column. It is free and quite easy to use.

Just make an account on Stackby or use an existing one if you have, and you are good to go. Track your user feedback easily and use them to analyze the performance of your product with the help of our User Feedback Tracker Template.

The key to the marketing strategy of any company is effective and innovative advertisements. Whether you run a start-up venture or an established multinational company, advertising your product on multiple channels, increasing the potential for revenue growth.

Companies, especially small businesses, have limited resources and workforce. So, a question arises. Which platform should you choose for advertising your product? Which platform will give you the maximum return on your investment? Companies market their product and services on social media, blogs, vlogs, television, Google, etc. Among them, the most bang-for-buck is delivered by Google Adwords. That’s why all businesses need our Google Adwords Reports Template.

What is Google AdWords?

Google AdWords is also known as Google Ads. It is an advertising system run and managed by Google and used by companies across the globe.

It allows advertisers to display their ads on the results page of Google’s search engine. It follows the pay-per-click methodology where the companies are asked to pay for Google’s advertising service only if and when a visitor clicks on the ad displayed by them. 

It is one of the largest advertising platforms in the world today. Due to its wide reach and global presence, it is highly sought-after by companies looking to market their product to a large audience or customer base.

How does it work?

Here, the advertisers or the companies bid on certain keywords relevant to their product or business. The company’s advertisements are displayed on the customer’s results page if they enter the keywords as a part of their search query in Google. 

The ad's position depends on the ad score of the company, which is nothing but the maximum bid times quality score.

Advertising on Google has enormous benefits and is worth the cost it demands. 

However, simply putting up an advertisement is not enough. 

You have to keep track of the same to analyze if the current plan is working to provide the maximum benefit to your company.

Looking for a tool to help you keep track of all your google ads and their corresponding metrics? Your search ends at Stackby’s Google Adwords Reports Template.

Stackby has developed a template specifically for this purpose. With our Google AdWords Report Template, you can import the data directly to the template and update it automatically as and when required.

Stackby’s Google Adwords Report template also comes with Adword API which helps you in integrating your google ads account with the template. This will automatically import the data that you need, and you can simply click on the data and choose what information you want to access.  

Using Stackby’s Google AdWords Report Template, you will be able to:

• Track each ad using its View ID.
• Get a monthly overview of the performance of each of your ads. This will help you understand how to market your product in the best possible way.
• Record the data related to CPM, CPC, ad cost, and cost per conversion for each ad.
• Track the number of ad clicks and impressions.
• Get other data, including cost per transaction and CTR.

You can easily monitor, track and update the data from the template itself. Get the most out of Google Adwords with the Google Adwords Reports Template.