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HR & Recruiting Templates

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New Employee Hire Form preview in Stackby Templates
New Employee Hire Form
Free New Employee Hire Form for HR Teams  The New Employee Hire Form template simplifies onboarding by gathering essential information, including roles, start dates, and emergency contact details.
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HR Agency CRM preview in Stackby Templates
HR Agency CRM
Free HR Agency CRM for HR Teams  Managing a recruitment agency requires handling multiple job orders, tracking candidates, coordinating with clients, and ensuring smooth placements. Without a centralized system, HR agencies often face challenges like disorganized candidate records, inefficient job tracking, and difficulty in managing placements. Stackby’s HR Agency CRM Template provides a comprehensive solution for recruitment firms to streamline hiring workflows, manage candidate pipelines, track job orders, and optimize client relationships—all in one place. Why Use This HR Agency CRM Template? Recruitment agencies often struggle with: Scattered candidate data – Difficulties in tracking applicant progress across different job orders. Inefficient job order management – No structured system to organize job postings and department-specific roles. Client relationship challenges – Lack of a centralized client database for communication and feedback. Placement tracking difficulties – Unclear visibility on placed candidates and open positions. This HR Agency CRM Template eliminates these issues by offering customizable tables, automated workflows, and structured candidate tracking. How This Template Works in Stackby The HR Agency CRM Template consists of four key tables: 1. Job Order Table Manages job openings and department-specific hiring needs. Job Orders View – Lists all job openings with details like position, department, and urgency. Job Departments View – Organizes job orders by department for better classification. 2. Candidates Table Tracks applicants and their status throughout the recruitment process. Candidates View – Stores all candidate details, resumes, and job applications. Candidate Profile View – Displays detailed profiles with skills, experience, and assessments. List View – Helps recruiters filter and shortlist candidates. Status View – Categorizes candidates based on their hiring stage (Applied, Interviewed, Hired, Rejected). 3. Clients Table Maintains a database of clients who are hiring. Stores client details, contact information, and hiring preferences. Helps recruiters track interactions and feedback from hiring managers. 4. Placement Table Tracks successful candidate placements. Placement Record View – Logs placements with job details, company, and salary. Placed Candidates View – Lists candidates who have secured jobs. Key Features & Benefits Structured Candidate Tracking – Organize candidates by job application status. Efficient Job Order Management – Manage job postings and departmental hiring needs. Client Relationship Management – Keep track of client interactions and feedback. Placement Tracking – Monitor placed candidates and hiring success rates. Custom Views & Filters – Easily switch between different recruitment stages. Collaboration & Automation – Assign recruiters, update statuses, and set reminders seamlessly. Who Can Benefit from This Template? Recruitment Agencies – Manage multiple job orders, candidates, and placements efficiently. HR Consultants & Freelancers – Streamline hiring for multiple clients. In-House HR Teams – Organize internal recruitment workflows. Staffing Firms – Track temporary and permanent placements. Getting Started Copy the HR Agency CRM Template into your Stackby workspace. Enter job orders in the Job Order Table and categorize them by department. Add candidate details, resumes, and track progress in the Candidates Table. Maintain client information and feedback in the Clients Table. Track successful hires in the Placement Table and monitor hiring trends.
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Holiday Request Form preview in Stackby Templates
Holiday Request Form
Free Holiday Request Form for HR Teams  Manage employee holiday requests and approvals easily by tracking leave details and ensuring proper documentation.
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Annual Leave Form preview in Stackby Templates
Annual Leave Form
Free Annual Leave Form for HR Teams The Annual Leave Request Form template helps employees submit leave requests and enables HR to track and approve them with ease, improving workflow efficiency.
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Employee Database Management System preview in Stackby Templates
Employee Database Management System
Free Employee Database Management System for HR Teams Managing your workforce efficiently starts with having the right system to organize all employee data in one place. The Employee Database Management System Template by Stackby helps HR teams, managers, and organizations maintain an accurate, centralized, and dynamic record of every employee—from hiring to offboarding. Whether you’re a small business scaling your team or an enterprise managing multiple departments, this template gives you the structure and flexibility to track essential employee data without the need for clunky spreadsheets or complex HR software. Organize Employee Information Seamlessly This template is designed to be your all-in-one HR recordkeeping tool. With structured views and intuitive column types, you can capture every critical piece of information about your employees. Here’s what you can manage: Employee Name & ID: Unique identifiers for each team member. Department & Role: Know exactly where each employee fits within your organization. Contact Information: Easily access phone numbers, email addresses, and emergency contacts. Joining Date & Employment Status: Keep track of onboarding dates, tenure, and current employment state. Work Location: For remote, hybrid, or in-office teams, location data is always visible. Linked Documents: Store resumes, contracts, or identification documents via attachments. Reporting Manager: Establish a clear reporting structure. Custom Tags or Notes: Add additional context for projects, temporary assignments, or leave notes. Why Use This Template? 1. Centralized Access to Employee DataNo more digging through files or searching old spreadsheets. Everything you need is stored in one place—searchable, filterable, and always up to date. 2. Easy Customization for Any OrganizationThis template is fully customizable. You can add columns for performance ratings, skill sets, certifications, or project allocations based on your needs. 3. Improved Onboarding & OffboardingTrack start dates, probation periods, and exit details to ensure smooth transitions in and out of your organization. 4. Built-in Collaboration & CommentsShare the workspace with your HR or admin teams, and use comments to collaborate on employee records in real-time. 5. Document Management Made EasyUpload key documents directly to each employee profile—contracts, ID proofs, resumes, or offer letters—keeping everything in one secure location. Practical Use Cases HR Teams: Maintain up-to-date employee records, manage staff information during audits, and monitor onboarding progress. Startups: Centralize all employee info as your team grows quickly across departments. Remote Teams: Track distributed team members across different time zones, locations, or contract statuses. Department Heads: Use filters to review direct reports, manage team composition, or prep for performance reviews. Alternate Views for Easy Navigation All Employees View: A master list of your entire team. Active Employees View: Filtered to show only currently employed team members. New Joiners View: Quickly identify recent hires. By Department View: Group employees by departments such as Sales, HR, Marketing, etc. Offboarded Employees View: Keep a record of former staff members with exit dates and comments. Final Thoughts Whether you're just starting to organize your HR operations or looking for a scalable alternative to spreadsheets, the Employee Database Management System Template in Stackby is built to help you stay organized, efficient, and fully in control of your workforce records. Simplify your HR processes, improve accessibility, and ensure data accuracy—all without writing a single line of code. Would you like help generating sample data for this template or setting up additional views like performance tracking or leave summaries? 
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Job Search preview in Stackby Templates
Job Search
Free Job Search for HR Teams  The process of job hunting is arduous. It does not matter if you are just a student searching for your first job or an experienced individual looking for a new opportunity; keeping track of numerous company and application forms will wrack your nerves. But the Job Search Template can be the solution to all your job problems. What Is a Job Search Template? Job Search Template helps an individual keep track of the companies, their contact information, their official email ids, different openings, and whatnot. Basically, this template organizes a vast amount of information, similar to how a client database organizes business contacts. Keeping the information in the proper order can be a task on its own and might consume long hours; with the help of a job search template, the entire process could be reduced to sixty seconds. It not only reduces the stress and errors of an individual, but it effectively reduces the time that the individual will invest in hunting one distinct paper. Why Should You Use a Job Search Template? Job search template helps to manage a vast amount of information. The template has a job application tracker, which helps make the job application process easy and manageable, functioning like a recruitment tracker but from the candidate's perspective. This is done by tracking all your movements related to the job, such as completing application forms, arranging for materials, scheduling interviews, and collecting data on the work experience. The Job Search template can easily be updated and requires a minimum amount of time. You can easily keep track of your day-to-day activities without missing one single opportunity that is coming your way using project tracker features for application management. It is imperative to understand that the interviewer would take a simple glance at your resume, which will make him or her cast you in a new position, but the simplest error can decrease your chances. With the help of the Job search template, the changes will reduce to a massive scale, which will help you make a good impression on the interviewer. Job seekers can organize their search efforts with operations management tools and utilize database software to maintain detailed company research. The template works seamlessly with HR and recruiting workflows and can be integrated with simple applicant tracker concepts for personal use. Candidates can also leverage recruiting pipeline strategies to understand hiring timelines and use customer database software principles to organize networking contacts effectively. Customize this template to suit your needs, and give your career a head-start.
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Marketing Templates

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Public Relations preview in Stackby Templates
Public Relations
Free Public Relations for Marketers  Public relations (PR) is an essential part of brand communication, helping businesses build credibility, engage with media, and manage public perception. Whether you're handling press releases, tracking media interactions, or managing outreach campaigns, staying organized is crucial. The Public Relations Template by Stackby offers an all-in-one system to streamline your PR activities, ensuring your team stays on top of every media engagement. Designed for PR professionals, agencies, and corporate communication teams, this template enables efficient tracking of press contacts, media coverage, and campaign effectiveness, all in one place. Why Use the Public Relations Template? Managing PR efforts involves coordinating multiple tasks, such as: Tracking media contacts and journalists Planning and executing PR campaigns Managing press releases and announcements Monitoring media coverage and mentions Recording interactions and follow-ups Without a structured system, it’s easy to lose track of conversations, deadlines, and media relationships. This template centralizes all PR activities, allowing teams to manage communication seamlessly and ensure a strategic, data-driven approach. How the Public Relations Template Works in Stackby This template includes structured tables tailored for PR professionals to organize and monitor campaigns effectively: 1. Media Contacts Table Maintain a database of journalists, bloggers, and media outlets Store contact details, social media profiles, and publication history Track past interactions and outreach status 2. Press Releases & Announcements Table Plan, draft, and schedule press releases Assign responsible team members for content creation and distribution Monitor publication dates and media pickups 3. PR Campaigns Table Organize and track ongoing PR initiatives Define campaign objectives, target audience, and key messaging Assign tasks and track progress in real-time 4. Media Coverage Tracking Table Log media mentions, articles, and news coverage Categorize coverage as positive, neutral, or negative Monitor brand sentiment and analyze PR impact 5. Interaction Log Table Record emails, calls, and meetings with journalists and influencers Track follow-ups to ensure timely engagement Improve relationship management with organized notes and communication history Each table offers customizable views, automation, and integrations to streamline PR workflows. Key Features & Benefits Comprehensive Media Contact Management: Keep a well-organized database of press contacts with key details and engagement history. Effortless PR Campaign Tracking: Plan, execute, and monitor multiple PR campaigns simultaneously. Automated Follow-Ups: Set reminders and track journalist interactions to ensure consistent outreach. Press Release Organization: Manage, schedule, and distribute press announcements efficiently. Media Monitoring & Sentiment Analysis: Keep track of how your brand is being covered in the media and assess impact. Collaboration & Real-Time Updates: Share data with team members and work together seamlessly. Who Can Use This Template? Public Relations Agencies: Manage client PR campaigns and media relations efficiently. Corporate Communications Teams: Streamline internal and external communications. Marketing & Branding Teams: Enhance brand visibility and engagement through structured PR efforts. Startups & Small Businesses: Build strong media connections and execute impactful PR strategies. How to Get Started with the Public Relations Template Sign up for Stackby and access the Public Relations Template. Customize tables to align with your PR strategy. Add media contacts, campaign details, and press release schedules. Use Stackby’s automation to set reminders for follow-ups and monitor media mentions. Collaborate with your team to ensure smooth execution of PR campaigns. With Stackby’s intuitive platform, managing PR efforts becomes more strategic, organized, and impactful.
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Youtube Channel Art preview in Stackby Templates
YouTube Channel Art
Free Youtube Channel Art for Marketers  Your YouTube channel’s visual identity plays a vital role in attracting viewers and encouraging subscriptions. The YouTube Channel Art Template by Stackby is designed to help content creators, designers, and marketers organize, plan, and manage their channel banners effortlessly. Whether you're launching a new channel or rebranding an existing one, this template ensures you stay on top of design elements, image specifications, and publishing timelines. With an intuitive layout and easy-to-use interface, Stackby’s template makes the design workflow smooth and efficient. Why Choose the YouTube Channel Art Template? Designing channel art involves more than just uploading an image. You need to ensure: Correct dimensions and formats for optimal viewing on desktops, mobile devices, and TVs Consistent branding that aligns with your channel’s identity Efficient collaboration between content creators, designers, and marketing teams Timely updates to reflect promotions, seasons, or milestonesThe YouTube Channel Art Template streamlines the entire process by providing dedicated tables to manage your design projects, visual elements, and publishing schedules. How the YouTube Channel Art Template Works in Stackby The template consists of three primary tables that cover all essential aspects of creating and managing YouTube channel art: 1. Design Assets Table This table serves as a centralized space to store and track all design-related elements. It includes Asset Name – Provide clear, descriptive names for banners or visual elements File Links – Attach image files or design files (e.g., PNG, JPG, or PSD) Dimensions – Track dimensions to ensure compatibility across devices Designer Details – Record who created the asset for easy collaboration Status – Monitor progress with statuses like “In Progress,” “Review,” or “Finalized” 2. Channel Branding Table Maintain a consistent brand identity using this table, which includes: Brand Colors – Record and store hex codes for your channel’s brand colors Typography – Note fonts and sizes used in channel art Logo and Icons – Store logos, icons, and any graphical elements Design Notes – Include guidelines and notes to ensure visual consistency 3. Publishing Schedule Table Efficiently manage the timeline for designing and uploading channel art using this table. Track: Campaign Name – Identify banners used for promotions, events, or collaborations Upload Date – Keep deadlines in check with scheduled upload dates Approval Status – Mark approvals from relevant stakeholders Platform Preview – Ensure channel art looks great across all devices with responsive previews Key Features and Benefits Design Management – Store all design files, assets, and branding elements in one place. Collaborative Workflow – Share the template with team members for seamless communication. Visual Consistency – Maintain brand consistency across channel art designs. Approval Tracking – Easily monitor the progress of designs through approval workflows. Device Optimization – Track dimensions and ensure channel art looks perfect on all screens. Who Can Benefit from This Template? YouTube Creators – Manage channel art and ensure brand consistency. Graphic Designers – Collaborate with clients to design banners using an organized system. Marketing Teams – Plan promotional campaigns and design channel banners for product launches. Agencies – Streamline client communication and approvals by using a transparent workflow. Getting Started with the YouTube Channel Art Template Add the Template: Duplicate the YouTube Channel Art Template into your Stackby workspace. Upload Design Assets: Add your design files and store brand assets in the Design Assets Table. Maintain Brand Consistency: Keep track of logos, colors, fonts, and design notes using the Channel Branding Table. Manage Publishing Schedule: Track deadlines, monitor approvals, and schedule upload dates in the Publishing Schedule Table. Collaborate with Teams: Share the template with designers, marketing teams, or clients for seamless collaboration. Stackby also offers integrations with cloud storage platforms like Google Drive or Dropbox, making it easy to link design files directly within the template.
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Youtube Gaming Banner preview in Stackby Templates
YouTube Gaming Banner
Free Youtube Gaming Banner for Marketers  Creating an impactful YouTube Gaming Banner can make or break your channel’s first impression. With Stackby’s YouTube Gaming Banner Template, you can seamlessly manage, organize, and streamline your entire banner creation workflow—from ideas to final design and publication. Whether you're a solo gamer, creative designer, or gaming content agency, this template helps bring your banner branding to life, while keeping everything organized in one dynamic workspace. This template is ideal for YouTube creators who want to: Manage gaming banner assets Keep design specs handy Collaborate with editors or graphic designers Track banner publishing schedules Store YouTube channel links and brand guidelines Tables Included in This Template This YouTube Gaming Banner template consists of three primary tables: 1. Banner Designs This table acts as your central design repository—where all banner ideas, styles, and files are organized. Key Fields/Columns: Banner Name : Design Preview : Game Category :  Channel Name :  Size :  Design Tool Used :  Status :  Upload Date :  Designer :  Comments :  2. Brand Assets Maintain brand consistency across all banners by organizing key visual elements in one place. Key Fields/Columns: Asset Name :  Asset Type :  Asset File :  Used In Banner :  Notes :  3. Publishing Calendar Plan and schedule banner uploads or updates with ease. Key Fields/Columns: Scheduled Date :  Banner :  Channel Link :  Promotion Type : Status :  Notes :   Key Features & Benefits Visual Planning Made Easy: Upload banner previews, assign design tools, and track statuses all in one dashboard Complete Asset Management: No more digging through folders—centralize fonts, logos, and overlays per banner Collaborative Workflows: Easily assign collaborators or graphic designers and exchange feedback via the comment field Channel-Ready Scheduling: Plan uploads aligned with content drops or major gaming events Customization-Friendly: Tailor this template by adding extra fields like banner performance analytics or designer hours logged  Use Cases YouTube Gaming Creators: Stay visually consistent and organized for every season or content update Graphic Designers & Agencies: Manage banner requests across multiple clients and channels Gaming Startups or Studios: Create consistent branding for developer channels Marketing Teams: Coordinate banner rollout with YouTube ad campaigns or live events Why Use This Template? This YouTube Gaming Banner Template is designed to give creators, teams, and designers full control over banner creation workflows. From version control to publish planning, this template saves time and boosts brand consistency—so you can focus more on gameplay and less on coordination. Start using this free YouTube Gaming Banner Template on Stackby today, and build better visuals that level-up your channel’s first impression. 
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Go-to-Market Strategy preview in Stackby Templates
Go-to-Market Strategy
Free Go-to-Market Strategy for Marketers  This Go-to-Market Strategy template helps teams plan and execute successful product launches. It includes a roadmap with linked features like product launch campaigns, customer acquisition strategies, and feedback loops to ensure product-market fit and drive growth in target markets. 
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Marketing Campaign Tracker preview in Stackby Templates
Marketing Campaign Tracker
Free Marketing Campaign Tracker for Marketers  Innovative, creative and eye-catching marketing campaigns are the key drivers of success for any venture. From social media marketing to interactive surveys, live videos to online advertisements, an effective and well-planned campaign management plan can change the face of your business overnight! And the easiest way to manage your campaigns is by using a campaign management template! What are the key essentials for any marketing campaign management plan? Set a goal for your marketing campaign Decide on your target audience Set a budget for your campaign planning strategy Decide on a platform/channel Organize your team and divide the work Determine the content Track your marketing campaigns diligently. This will help you analyse whether a particular strategy is a campaign management plan is working for you Respond and Improve. Customer testimonials are first-hand inputs that will determine how your campaign planning strategy is being received by the target audience. Update the same when the need arises What is a Marketing Campaign Management Template? A campaign management template is a preformatted document that helps you to keep track of multiple aspects of your campaigns in an easier and accessible manner. This template is customizable and can be tailored to suit your requirement, similar to how content planning templates adapt to different editorial needs. Why do you need a Campaign Management Template? Whether you are campaigning to attract new customers, increase your sales, advertise a new offer or improve brand loyalty, a marketing campaign requires meticulous campaign planning and execution. A campaign management template is the answer to all your problems! Marketing campaign template is a one-stop solution that keeps track of all your campaign planning work and helps you hit all the benchmarks to ensure that your marketing gets results. Here at Stackby, we will assist you in launching your marketing campaign with our well planned and time-tested marketing campaign template. Who is this template for? This template is ideally suited for marketers, SEO agencies, startups and SMEs. The campaign management template has immense utility potential for all sectors that perform marketing related activities. How will Stackby's Campaign Management Template help you? You can set campaign goals, assign campaign leaders and divide your campaigns among various platforms. Our campaign management template will make your job easier by allowing you to: Monitor campaign status and progress Track the status of each of your marketing campaigns separately, ensuring nothing falls through the cracks. This visibility is similar to what a project tracker provides for project management. Control budget and spending Check the amount spent on each campaign till date to make sure you do not overshoot your budget. Keep track of the number of clicks and calculate your average CPA for better financial planning. Measure conversion performance Keep track of the number of conversions and conversion rates. It assigns a conversion status to each campaign. You can decide which platform and strategy are bringing the best results for your company. Set clear timelines Set a start and end date for your marketing campaign, coordinating with a social media calendar for multi-channel execution. Update and optimize continuously Monitor and update your ad campaign management plan as and when required, ensuring your campaigns stay aligned with business objectives. Visualize Your Campaign Pipeline You can switch to the Kanban or calendar mode to get a better overview of your campaign plan and deadlines. This flexible visualization works seamlessly with operations management workflows for comprehensive campaign oversight. Integrate with Your Marketing Stack The Marketing Campaign Tracker integrates perfectly with other marketing tools. Use it alongside an ad campaign planning template for strategic planning, or combine it with social media analytics to measure cross-channel performance. For content-driven campaigns, coordinate with a B2B content calendar to align your content strategy with campaign timelines. Track Specialized Campaign Types Different campaign types require different tracking approaches. For social media campaigns, integrate with a social media calendar. For paid advertising, use commission tracking to monitor affiliate and partner performance. Agencies managing multiple clients can maintain a client database alongside campaign tracking to ensure quick access to client preferences and campaign history. Optimize Your Marketing Process Understanding effective marketing management is crucial for campaign success. Explore resources on the marketing management process to optimize your overall approach, or check out database templates for marketing agencies for additional tools. Use Stackby's Campaign Management Template to plan, manage, and enrich your ad campaign management experience like never before! You will also find these Templates useful: Ad Campaign Planning, Facebook Ad Campaign 
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Editorial Workflow preview in Stackby Templates
Editorial Workflow
Free Editorial Workflow for Marketers  How Stackby's Editorial Workflow Template will help ? We need not reiterate the importance of your Editorial Workflow. Irrespective of the medium – print or digital, the step-by-step planning and process is what results in successful execution. The ideas, the creating, the timeliness - all contribute to the timely execution. The Stackby Editorial Planning Calendar has a secret agenda. At Stackby, we know how important it is to maintain the creativity of your writers and editors so that they churn out excellent editorials. And we wanted to take off the mundane (or let’s say – the not-so-exciting) task of creating a workflow or an editorial calendar so that they remain focused on their primary duties. We have created an easy-to-adapt-and-use template that also acts as a real time meeting and collaboration place for you. Introduce or share ideas – bombard them here, add articles (as attachments, long texts), make edits, track your quality (yeah, just add in a table and you are good to go – manipulate it as you want), keep track of deadlines and schedule dates (as well as the other odd and even bits and pieces that are so much at home on your editorial workflow). Call it your editorial work space, and have meetings there, put in your comments - in short, have a great time working on your editorials in real time. Now, all you need to do is bring in that cup of coffee.
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Project Management Templates

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Science Museum Project Tracker preview in Stackby Templates
Science Museum Project Tracker
Free Science Museum Project Tracker for Teams  Streamline Science Museum projects effortlessly using Stackby's comprehensive database template. Organize tasks, teams, resources, and project specifics with ease.
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Resource Allocation preview in Stackby Templates
Resource Allocation
Free Resource Allocation for Teams  Resource Allocation Template Effective project management hinges on one key factor: how well you allocate your resources. Whether it’s human talent, equipment, or financial capital, distributing the right resources to the right projects at the right time is vital. Our Resource Allocation Template helps teams stay organized, avoid overallocation, and boost productivity — all in a streamlined, visual format. This template is designed for project managers, department heads, HR teams, and operational leads who need real-time clarity on resource utilization across multiple projects.  About Template The Resource Allocation Template comes with four pre-defined, interlinked tables to track your teams, departments, projects, and resource usage. Here's a breakdown of the tables and how they function together: 1. Resources Table The Resources table helps you manage every available resource in your organization—be it human (employees), equipment, or budget allocations. Track their availability, skill sets, and assigned departments. Key Fields: Resource ID Resource Name Type  Skill Set Availability  Assigned Department Notes 2. Projects Table Organize and categorize your company’s active, planned, or completed projects. Define project timelines, budgets, clients, and overall priorities. Key Fields: Project ID Project Name Client Start Date & End Date Status  Priority Budget Notes 3. Allocations Table This is the heart of the template. The Allocations table links specific resources to specific projects and timeframes, helping you visualize usage, monitor overlapping assignments, and flag resource conflicts. Key Fields: Allocation ID Linked Resource Linked Project Allocation Start & End Dates Allocation  Allocation Status  Notes 4. Departments Table  Track which department is responsible for each resource. This makes it easier to communicate internally and manage departmental-level planning. Key Fields: Department Name Head of Department Contact Email Location Notes Key Features Real-Time Allocation Tracking: See exactly who or what is working on which project. Availability Monitoring: Avoid burnout or idle time by tracking % availability. Multi-type Resource Management: Covers people, hardware, and even budget allocations. Cross-linking Between Tables: Seamlessly link projects and resources using Stackby’s relational database features. Color-coded Status Fields: Instantly visualize project or allocation stages. Customizable Views: Filter by department, resource type, project status, or date.  Use Cases Project Managers: Assign engineers, designers, or equipment to active sprints or tasks. HR Teams: Track employee workload and capacity for new assignments. IT & Ops: Schedule shared equipment or hardware usage across teams. Finance Departments: Monitor budget allocations per initiative or quarter. Startups & Agencies: See how billable time is spread across client projects.  Benefits Improve visibility into project timelines and workforce utilization Minimize idle resources and prevent overbooking Prioritize high-impact projects with the right skills Align cross-functional teams under one clear plan Make data-driven resource decisions instantly  Get Started Today This Resource Allocation Template is ready to use and fully customizable to your business needs. With linked databases, filters, and visual tracking, you can finally take control of your resource planning and improve organizational efficiency. Start streamlining your resource management today — only on Stackby. Let me know if you’d like me to prepare this content in HTML format, a downloadable file, or localized for other audiences. 
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Project Request Form preview in Stackby Templates
Project Request Form
Free Project Request Form for Teams  The Project Request Form template helps streamline project proposals by collecting essential details and tracking approvals effectively.
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Knowledge Management Database preview in Stackby Templates
Knowledge Management Database
Free Knowledge Management Database for Teams  The Knowledge Management Database helps centralize and manage organizational knowledge. Simplify access to important resources, documents, and insights for better collaboration.
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Risk Assessment preview in Stackby Templates
Risk Assessment
Free Risk Assessment for Teams  In a business where there are profits and losses, there are risks involved too. But some risks can harm your business and business organization and that you want to avoid at all cost. A smart business manager is the one who assesses the risks beforehand and keeps a plan all set in case a contingency arises. As an owner and a business manager, you must: Identify what can be the cause of any illness for your business? (hazard) How dangerous the situation can be, and whether can someone be harmed? (risk) What can be the precautions that you can take to avoid these? (control) There can be different types of risks in a business, and managing all of them individually and taking control of them can get too overwhelming. For this, a risk assessment template is a perfect solution for you. You can record information like what type of risk you can face, who will be in charge of it, what can be done, what will be required, etc., all at one template. You can have the details of what, whom, and when required to facilitate risk management available in a single location with the Risk Assessment Template. What are the Steps needed to Manage the Risk?  Here are the steps every organization should follow to keep the risks at bay: 1. Identify hazards You need to look around your organization and see what kind of work people are doing? What time are they doing the work? Is anyone exposed to harmful chemicals? Does anyone feel uncomfortable or threatened? Do your employees/workers need any protective gear for some particular type of work? Etc. Also, look at your records for any past mishaps. 2. Assessment of risk Now you need to ask yourself whether someone would be harmed from all those risks or not. If yes, what kind of harm can be done and to whom, what will be done in that condition and who will be responsible for taking the corrective measures? 3. Control the risks Now is the time to take corrective precautions to avoid the risks as much as possible. You need to think of how to execute the planning for controlling the risks. If required, you may have to change some policies or redesign your working structure to protect your business and your employees also who are also a part of the organization.  4. Record the findings After executing controlling measures and redesigning the framework, you should record all the changes brought with the measures and note down your findings for future use. You can use a risk assessment form or template for this to avoid confusion. 5. Review the findings Finally, review & analyze what was done, and if the results are not up to the mark, think about any other work that could have been done and start planning again. Have your own free risk assessment template with Stackby and be free from the work of managing every little information regarding risk assessment.Checkout Related Templates :Project Planning Sales Pipeline Sales Asset Management 
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Vendor Management preview in Stackby Templates
Vendor Management
Free Vendor Management for Teams  A vendor management template helps businesses track and manage all the information related to vendors in one place. You can track contracts, payments, vendor requests, etc. with your team and make sure that there are no hiccups in the process. It is just like a data repository that helps you in initiating and developing relationships with providers of goods and services for your business. Similar to how a business contract management system helps organize legal agreements, a vendor management template streamlines all supplier relationships under one centralized platform. Why do businesses need vendor management? Manage where your money is going: The vendor management template helps you keep track of spending on different vendors on a yearly or monthly basis. This way you can know whether your vendor relationships are bringing you profits or not. For comprehensive financial oversight, consider pairing this with a personal budget or monthly budget tracker. Store all records in one place: No need to maintain different copies of vendor data with each employee. Now, everyone can recognize the new merchants that have joined you recently and improve their dealings. This centralized approach works similarly to digital asset management where all company resources are organized in a single location. Detailed overview of vendor performance: You can include critical factors in this template like time of delivery, complaints, or quality of service to know more about each vendor. For deeper insights into supplier relationships, complement your vendor tracking with competitor analysis to benchmark performance standards. Improved decision-making: You can create real-time reports for vendor performance and use the data in decision-making for your business. Since all the vendor data is stored in one place, creating reports is a matter of minutes. These insights can be as valuable as those provided by customer research templates for strategic planning. Overview of Stackby’s Vendor Management Template Store all vendor requests The vendor management template includes a Requests table where you can track whether you have contacted the vendor or not and if contacted what is the current status of the request. It also helps in storing data related to vendors like email, contact person, phone, and estimated spending per year. Manage vendor details The template for vendor management includes a separate table to store the list of vendors. You can add details like their name, website, product or service offering, contacts, agreement, bank details, and so on. Manage vendor needs Does your vendor require any resources from you? It could be product details, forms, agreements, etc. Our vendor management template helps you store information about what a vendor requires to complete the requests. Store all vendor documents in one place Whether you need payment forms, contracts, sales order forms, GST forms, or work order forms, you can maintain a single updated copy of them to be shared with your vendors. The All Documents table stores these documents as attachments so that anyone in your team can access them. Who will find this template useful? Firms frequently carrying out businesses with third parties as well as start-ups will find this template extremely helpful. It also helps firms that produce goods involving several steps of production of the final product. How to use Stackby’s Vendor Management Template? Customize our vendor management template as per your business requirements and start streamlining your workflows. Create a form for vendor requests you have and let responses fill the Requests table Fill out the remaining information about the status of the request Add vendor details to the Vendors table, upload their agreements and bank details Add information about all the contacts Upload all the documents needed by vendors Make changes to column names and column types based on your business requirements and you can start managing vendor data from a single repository. Use our vendor management template today! Other Operations templates to try: Inventory Management Template Asset Tracker Template Equipment Inventory Template   Other Operations templates to try: Inventory Management TemplateAsset Tracker TemplateEquipment Inventory Template Product Inventory 
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Sales and CRM Templates

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Manufacturing Firm CRM preview in Stackby Templates
Manufacturing Firm CRM
Free Manufacturing Firm CRM for Sales Teams  Running a manufacturing business involves constant coordination between production, inventory, customer orders, logistics, and payments. Without a central system, miscommunication and inefficiencies can lead to missed deadlines and lost business. That’s where the Manufacturing Firm CRM Template comes in — a fully customizable and collaborative solution in Stackby to manage operations from order intake to delivery and beyond. This template is specifically designed for small to mid-sized manufacturers who need a structured system to handle both their customer relationship management and internal production workflows. With intuitive tables, real-time updates, automation support, and flexible layouts (like Kanban, Calendar, and Gallery Views), this template allows your team to stay focused and informed every step of the way. Template Structure: Key Tables & Columns The Manufacturing Firm CRM is organized into six core tables, each tailored to handle a specific operational area: 1. Orders Table Manage all manufacturing orders with details like product types, quantities, customer information, timelines, and delivery status. Key Columns: Order ID  Product Name  Customer Name  Quantity Ordered  Order Date Expected Delivery  Status  2. Customers Table Track all customer information and link them to specific orders or payments. Key Columns: Customer Name  Company Name  Email  Phone Number Industry Status 3. Products Table Maintain your product catalog with details on specifications, pricing, and categories. Key Columns: Product Name  SKU Product Category  Unit Price  Description  Inventory Level  4. Inventory Table Monitor inventory levels, restocking, and movement of raw materials or finished goods. Key Columns: Inventory ID Product  Quantity Available  Status  5. Payments Table Track incoming and pending payments associated with customer orders. Key Columns: Payment ID  Linked Order  Customer Payment Amount  Payment Status  Key Features & Benefits Centralized Order Management: Easily track orders and link them to customer, payment, and shipping data. Inventory Alerts: Get notified when stock levels fall below threshold using formulas and filters. Customer Insights: Understand customer buying behavior and history with connected views. Payments & Invoices: Track all your financials, dues, and settled amounts with a clear dashboard. Delivery Planning: Monitor logistics from dispatch to delivery in real time. Custom Views: Use Kanban, Calendar, and Gallery views to visualize different workflows. Automation Ready: Integrate with tools like Zapier to automate order alerts, email updates, or inventory triggers.  Use Cases Manufacturing & Production Companies Contract Manufacturers Fabrication Workshops Custom Product Creators Exporters & Distributors Whether you are producing 10 or 10,000 units, this Manufacturing Firm CRM gives you full visibility and control over your operations. You can assign team members, set reminders, attach documents (like invoices or shipping slips), and maintain a single source of truth across departments. Start using this free Manufacturing Firm CRM template today to transform how you run your operations — with clarity, control, and speed. Let me know if you'd like the dashboard setup for this template too! 
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Mutual Fund Distributor CRM preview in Stackby Templates
Mutual Fund Distributor CRM
Free Mutual Fund Distributor CRM for Sales Teams  The Mutual Fund Distributor CRM template is specially built for independent financial advisors and mutual fund distributors to help manage investor relationships, monitor investment transactions, track KYC compliance, and streamline daily operations. This no-code CRM solution helps organize all key client information in one place, from onboarding to ongoing investment tracking. Key Tables in the Template 1. Investor_Clients This table is your client master list. It holds detailed profiles of all investors you manage. You can capture: Name Contact information PAN details Risk appetite Investment goals Linked documentsThis centralized view helps you get all relevant client info at a glance. 2. Investment_Transactions Track each mutual fund investment made by your clients, whether SIPs (Systematic Investment Plans) or one-time investments. The table includes: Client Name (linked from Investor_Clients) Scheme Name Date Units Mode of Payment StatusYou can easily calculate total units based on NAV and amount, and monitor investment performance over time. Top Features of This Template Client-Centric Database: Organize clients by name, risk category, or investment behavior. Customize columns to fit your workflow. Real-Time Transaction View: Track SIPs, lumpsum investments, and redemption transactions with ease. KYC & Compliance Tracker: Ensure each client’s documentation is up to date to avoid compliance risks. Linked Records: All tables are interconnected, letting you click from a transaction to a client’s full profile in seconds. Collaborative Access: Easily share access with team members while controlling editing rights. Automation-Ready: Integrate with tools like Google Calendar, Gmail, and WhatsApp for alerts and client reminders. Custom Views: Build filtered views for top-performing clients, overdue KYC, or SIPs due next month.  Use Cases Independent Mutual Fund Distributors: Organize clients, schemes, and SIP dates in one structured CRM system. Wealth Managers: Track multiple investments across categories and clients for high-net-worth individuals (HNIs). Financial Advisors: Monitor ongoing goals and deliver performance reports in real time. Operations/Compliance Teams: Track FATCA, KYC, and documentation statuses to ensure nothing falls through the cracks. Why Use This Template? Managing multiple investors and their respective investments can become a manual and messy process without a system. The Mutual Fund Distributor CRM template helps you transform your client servicing from reactive to proactive. You no longer have to search across spreadsheets or emails to answer simple client questions like:"How much did I invest last year?" or "What’s my SIP due this week?" With automated tracking, centralized records, and a customizable dashboard, you’ll always stay one step ahead — improving client satisfaction, reducing compliance risk, and saving time. 
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Partnership CRM preview in Stackby Templates
Partnership CRM
Free Partnership CRM for Sales Teams  Building and maintaining strong partnerships is essential for business growth, but managing partner interactions, tracking performance, and handling financial transactions can be challenging. A lack of centralized data can lead to miscommunication, inefficiencies, and missed opportunities. Stackby’s Partnership CRM Template provides an organized system to track partners, manage interactions, measure performance, and monitor financial transactions in one place. Whether you're handling business alliances, sponsorships, or influencer collaborations, this template ensures seamless partner relationship management. Why Use This Partnership CRM Template? Many businesses struggle with: Scattered partner information – Keeping track of multiple partnerships across different platforms. Unstructured interaction records – Losing track of communications and follow-ups. Performance tracking issues – Measuring partner contributions without a streamlined system. Financial oversight challenges – Managing payments, commissions, or revenue sharing manually. This template helps you centralize, automate, and optimize your partnership management process. How This Template Works in Stackby The Partnership CRM Template consists of four key tables: Partners Table – Stores details of all partners, including business names, contact details, and partnership status. All Partners View – Displays a complete list of partners. Active Partners View – Filters partners who are currently active. Interaction Log Table – Tracks conversations, meetings, and touchpoints with partners. Interaction Log View – Keeps a detailed record of all communications. Interaction Pipeline View – Provides a structured view of ongoing interactions. Performance Metrics Table – Monitors partner contributions, KPIs, and overall effectiveness. Performance Metrics View – Displays key performance indicators. Metrics-Wise Performance View – Breaks down performance by specific metrics. Financial Transactions Table – Manages payment records, commissions, and other financial details. Financial Transactions View – Logs all financial exchanges. Payment Status View – Tracks pending and completed payments. Key Features & Benefits Centralized Partner Database – Keep all partnership details in one place. Structured Interaction Logging – Track conversations, emails, and follow-ups easily. Performance Tracking & Insights – Measure partner contributions with real-time data. Financial Transparency – Monitor transactions, payments, and outstanding dues. Automated Workflows & Reminders – Set up follow-up alerts and streamline communication. Customizable Views – Organize data based on your business needs. Who Can Benefit from This Template? Business Development Teams – Manage strategic partnerships efficiently. Marketing & Sponsorship Managers – Track brand partnerships and sponsorship deals. Sales & Affiliate Teams – Monitor affiliate relationships and performance. Influencer & Creator Collaborations – Keep track of influencer partnerships and payments. Getting Started Copy the Partnership CRM Template into your Stackby account. Add your partners to the Partners Table and categorize them into views. Log every communication and meeting in the Interaction Log Table. Track partner performance in the Performance Metrics Table. Manage payments and transactions in the Financial Transactions Table. Utilize automated workflows for reminders and status updates.
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Order Management CRM preview in Stackby Templates
Order Management CRM
Free Order Management CRM for Sales Teams  Efficient order management is crucial for businesses to track sales, inventory, payments, and shipping in real time. Manual processes, scattered spreadsheets, and lack of automation can lead to order delays, errors, and dissatisfied customers. Stackby’s Order Management CRM Template provides a centralized system to manage orders, customers, inventory, and workflows seamlessly. Whether you're a small business, an eCommerce store, or a large enterprise, this template helps streamline operations, improve accuracy, and enhance customer satisfaction. Why Use This Order Management CRM Template? Businesses often face challenges like delayed order processing, lack of inventory visibility, and miscommunication between teams. This template solves these issues by offering: End-to-end order tracking – From order placement to delivery, manage everything in one place. Automated workflows – Reduce manual efforts by automating order processing steps. Customer database management – Maintain a detailed record of customer orders and history. Seamless inventory tracking – Avoid stock shortages and ensure accurate order fulfillment. Integrated payment tracking – Keep an organized record of transactions and pending payments. How This Template Works in Stackby The Order Management CRM Template is structured into seven key tables: Orders Table – Tracks order details, status, and customer information. Workflows Table – Automates order processing steps and task assignments. Customers Table – Stores customer profiles and purchase history. Products Table – Lists available products with details like pricing and stock levels. Inventory Table – Monitors stock availability and replenishment needs. Payments Table – Tracks transactions, pending payments, and payment methods. Shipping Table – Manages delivery status, couriers, and tracking details. Key Features & Benefits Complete Order Lifecycle Management – Track orders from purchase to fulfillment. Automated Workflow Assignments – Reduce manual errors with automated processes. Customer Database & Order History – Improve personalized customer service. Real-Time Inventory Tracking – Avoid overstocking or stockouts. Seamless Payment & Shipping Management – Keep financial and logistics data organized. Customizable CRM Fields – Adapt the template to fit your business needs. Who Can Benefit from This Template? Retail & eCommerce Businesses – Manage orders, inventory, and customers efficiently. Wholesale & Distribution Companies – Streamline bulk order processing. Small Businesses & Startups – Improve order tracking and customer management. Logistics & Supply Chain Teams – Ensure smooth order fulfillment and delivery. Getting Started Copy the Order Management CRM Template into your Stackby account. Add your existing orders, customers, and product details. Automate workflows to assign order processing tasks. Track payments and shipping updates in real time. Use the dashboard views to monitor business performance efficiently.
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Architecture Firm CRM preview in Stackby Templates
Architecture Firm CRM
Free Architecture Firm CRM for Sales Teams Managing an architecture firm requires juggling numerous tasks, including project management, client relations, contractor coordination, and financial tracking. It can be overwhelming without a structured system to keep everything organized. The Architecture Firm CRM Template in Stackby is designed to simplify this process. It combines the power of a CRM (Customer Relationship Management) system with a project management tool, giving architecture firms a comprehensive platform to manage client data, projects, communications, contractors, financials, and more. This template streamlines workflows, enhances collaboration, and ensures that every aspect of your firm’s operations is efficiently tracked. Why Use the Architecture Firm CRM Template? Architecture firms often face the challenge of managing multiple projects and clients simultaneously. Common pain points include: Keeping track of numerous clients and contractors Managing project timelines, budgets, and deliverables Coordinating communications between clients, contractors, and internal teams Monitoring financial transactions and payments Reporting and analyzing project performance With the Architecture Firm CRM Template, you can solve these challenges and improve efficiency by centralizing all your data in one place. This customizable template helps you stay on top of tasks, make informed decisions, and enhance client satisfaction. How the Architecture Firm CRM Template Works in Stackby The Architecture Firm CRM Template consists of several interconnected tables that allow you to track and manage essential aspects of your firm’s operations: 1. Projects Table The Projects table is where you manage all active and completed projects. It includes key fields such as: Project Name – Name of the architecture project Client Name – The client associated with the project Project Status – Current status (e.g., In Progress, Completed) Timeline – Start and end dates Project Manager – The team member overseeing the project Budget – Estimated project budget Key Deliverables – Major milestones and deadlines This table offers various views, such as All Projects, Active Projects, and Completed Projects, so you can easily track and filter projects based on their status or phase. 2. Clients Table This table is dedicated to managing client information. It includes fields for: Client Name – The name of the client Contact Information – Phone number, email, and address Project History – List of projects associated with the client Client Preferences – Specific needs, likes, or requests for future projects You can filter the clients based on criteria such as Active Clients and Potential Clients to prioritize your efforts. 3. Contractors Table This table helps you manage contractors, subcontractors, and other partners. It includes: Contractor Name – Name of the contractor or vendor Specialization – Type of service offered (e.g., electrical, plumbing, etc.) Project Assignment – The projects they are working on Payment Terms – Contractual payment schedules Contact Details – Phone, email, and address This table enables you to keep track of contractor availability, payments, and project participation. 4. Financials Table Tracking payments and expenses is essential for any architecture firm. This table includes: Invoice Number – Unique number for each invoice Amount – Amount to be paid Payment Status – Pending, Completed, or Overdue Payment Due Date – The due date for payments By using this table, you can track your firm’s cash flow, ensuring timely payments and reducing financial discrepancies. 5. Communication Log Table Communication is key to maintaining strong client and contractor relationships. This table tracks all interactions: Communication Date – Date of communication Client or Contractor – The person you interacted with Communication Type – Email, call, meeting, etc. Details – Summary of the conversation This table helps you maintain a comprehensive log of all client and contractor communications, ensuring no important details are overlooked. Key Features & Benefits Centralized Client and Project Management – Easily manage multiple clients and projects in one place Comprehensive Communication Tracking – Keep all interactions logged and easily accessible Customizable Views – Filter and organize data based on your firm’s needs (e.g., Active Projects, Pending Payments) Seamless Collaboration – Share data with team members, clients, and contractors for efficient coordination Financial Tracking – Stay on top of invoices, payments, and budgets Cloud-Based & Accessible – Access your CRM from anywhere on any device Automated Reminders & Notifications – Set alerts for payment due dates, project deadlines, and meetings Who Can Benefit from This Template? Architecture Firms – Manage multiple clients, projects, and contractors in one platform Freelance Architects – Stay organized and on top of client projects and financials Construction Companies – Coordinate with architects, contractors, and clients Design Consultants – Track project timelines, deliverables, and payments Project Managers – Oversee all aspects of an architecture project from start to finish Getting Started with the Architecture Firm CRM Template Copy the template to your Stackby workspace and set it up based on your firm's needs. Enter your project, client, and contractor details to start organizing your workflow. Customize views to prioritize active projects, payment statuses, and upcoming deadlines. Collaborate with your team and clients by sharing relevant information through Stackby’s cloud-based platform. Track financials, payments, and communications to ensure smooth operations and financial transparency.
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Massage CRM preview in Stackby Templates
Massage CRM
Free Massage CRM for Sales Teams  A well-organized client management system is essential for any massage therapy business, spa, or wellness center. The Massage CRM Template simplifies the process of managing client information, tracking services, and scheduling therapists efficiently. Why Use a Massage CRM Template? Managing a massage therapy business involves keeping track of multiple aspects, from client preferences to therapist schedules. This template provides a structured system to ensure smooth operations, improved customer experience, and streamlined record-keeping. Key Features of the Massage CRM Template 1) Client Information Management Store and access detailed client profiles, including contact details, preferences, and medical history. Track past sessions and recommended treatments for personalized services. 2) Service Details Tracking Maintain a record of all massage services offered, including pricing, duration, and therapist assignment. Easily manage bookings and track customer preferences for repeat visits. 3) Therapist Scheduling & Management Organize therapist availability and appointments in one place. Avoid scheduling conflicts and optimize workload distribution. 4) Automated Follow-ups & Reminders Send automated reminders to clients for upcoming appointments. Keep track of follow-up sessions to improve customer retention. 5) Integration & Customization Connect with third-party tools for automated booking and invoicing. Customize the template to fit your specific business needs. How This Template Benefits Massage Businesses Better Organization: No more scattered notes or spreadsheets—store all client and business details in one place. Enhanced Client Experience: Track client preferences for personalized service. Improved Efficiency: Automate appointment scheduling and follow-ups to save time. Get Started with the Massage CRM Template Whether you run a solo practice or manage a team of therapists, this Massage CRM Template helps you stay organized, provide better client service, and grow your business efficiently. Start using it today with Stackby to streamline your massage therapy operations!
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Google Adwords Reporting preview in Stackby Templates
Google Adwords Reporting
Google Adwords Reporting for SEO Teams  Stackby's Google Adwords Reporting template automates creating Adwords reports for your clients or team. You can add all important metrics from your Google Adwords Account like CTR, CPM, CTC, Conversions, etc. and create a customized report of your campaigns' performance. This template works seamlessly with other digital marketing tools like our web analytics report template for comprehensive campaign tracking. 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. For effective ad campaign planning, consider using our ad campaign planning template alongside your Google Ads reporting. It helps you track important marketing metrics such as: Clicks Impressions CTR Average CPC Average Position Click Conversion Rate, etc. What's included in Google Adwords Report Template? Get Your Click Performance Report Monitor Google Adwords Impressions metric and measure how many times your content gets displayed to your audience. Tracking Google Adwords impressions will help you enhance your advertisement campaigns in a better way. For comprehensive performance analysis, integrate this with our campaign performance dashboard template. Know more About Your Campaign Performance KPIs like Click, CPC, CTC, Conversions, and Cost help you measure your Google Ad campaign. With Google Adwords Template, you can keep track of these KPIs in real-time and monitor the changes. This data can also support your broader seo strategy efforts by providing insights into paid search performance. Stackby's Google Adwords Reporting Template includes an integrated Google Adwords API that helps you fetch the required data for every Google Adwords campaign based on View ID. With this template, you can: Get a monthly overview of the ad campaign Track important advertising KPIs like: Cost Impressions Clicks CTR CPM CPC CostPerConversion RPC Cost Per Goal Conversion Cost Per Transaction Why Use Google Adwords Reporting for your Business? If you are utilizing digital marketing, Google Ads must be a critical part of your marketing campaigns. This is why you need a clear, easy to understand, simple, real-time report for Google Adwords data. It is true that you can easily access Google Adwords data from your Adwords account but sharing that data with your clients or your team members is not easy. Stackby's Google Adwords Reporting template presents all the important data related to your marketing campaigns without overwhelming the reader. This is beneficial especially if you are sending data to your client, who has no idea about the ins and outs of digital marketing or Google Adwords. For enhanced social media advertising, complement this with our facebook ad campaigns and linkedin ads tracker templates. How to Use Google Adwords Reporting Template? Step 1: You must decide which marketing KPIs are crucial for your business or your client. Common KPIs used in Google Ad Reports are impressions, clicks, click-through rate, conversions, conversion rate, cost per conversion and cost per click. Consider conducting keyword research to optimize your campaign targeting. Step 2: You can copy this template to your Stackby Workspace. You need to integrate Google Adwords API with your Workspace using the Adwords API Key. You must also copy all the view IDs from your Google Adwords account and paste them in the respective column. Step 3: The Adwords API column is already present in the template, you just have to select your API key in the column property and it will fetch all the ad campaign data from the Adwords account. Step 4: Click on the data icon present in any row of the Adwords API column. It will open the JSON data explorer from which you can choose which KPI you need to include in the report (as a separate column). You can add or remove columns based on your preferences. For comprehensive marketing analysis, integrate findings with your competitor analysis research. How to Automate your Google Adwords Reporting Template? Stackby allows you to create time-triggered automation to fetch real-time data into the respective columns of your Adwords report. To create your automation: Click on the clock icon next to the name of your API column Set the day and time of the automation and schedule it Now, it will automatically update your report based on the schedule of the automation Watch: Time-triggered automation in API column Other automation-enabled templates to try: Google Analytics Report Template SEO Keyword Tracker Template Technical SEO Audit Template Social Media Analytics Template Content Marketing Strategy Template Google Search Console Reporting Template Enhance your digital marketing efforts by combining this Google Adwords template with our comprehensive suite of marketing templates including content planning, email campaign tracking, and social media planning and design tools. 
Google Analytics Report preview in Stackby Templates
Google Analytics Report
Google Analytics Report for SEO Teams  Google analytics report is an essential tool for digital marketers these days as it clearly indicates what is working for your business/your clients and what needs some tweaking. But, analyzing hundreds of Google Analytics metrics is impossible for a marketing team. So, you can use a Google Analytics template to track only the most important KPIs for your business. Stackby's automated Google Sheets Analytics report template takes away all the hassle of reporting and helps you track the KPIs on its own, without the need of entering numbers manually. With our Google Analytics reporting template, you can combine all your Google Analytics data and identify how your marketing strategies are performing. What is Included in Stackby's Google Analytics Report Template? Stackby's Google Analytics Report template allows you to track the User data, Sessions data, and Traffic data from all your marketing channels based on the View ID. It includes three API Columns that let you connect with your Google Analytics Account using an API key. Users API column: Enables you to get users by View ID Traffic API column: Enables you to get traffic by View ID Sessions API column: Enables you to get sessions by View ID Bring Data in Real-Time from your Google Analytics Account to Stackby You can use the API columns to bring data in real-time to your Stackby table. You can also schedule automation that will bring in data on the specified day and time. For comprehensive SEO tracking, consider using our SEO strategy template alongside your analytics reporting. Here's a short video that can help you create time-triggered automation. Include Important KPIs in Your Report Our Google analytics report template also includes a JSON data explorer that allows you to choose which data you want to showcase in the report. This works perfectly with our content marketing strategy template to track content performance metrics. Different Views for Different KPIs Manage your Users, Traffic, and Sessions Data separately in different Views with our Google Analytics Report template. Reporting Controls: This view includes a brief summary of all the main Google Analytics metrics like the percentage of new sessions, new users, sessions per user, etc. Users and Traffic: This view includes User data from Google Analytics such as the percentage of new sessions, new users, sessions per user, etc. For deeper user analysis, pair this with our customer persona template. Sessions: This view includes all the metrics related to sessions such as hits, sessions, average session duration, bounces, bounce rate, etc. Monthly Cards: This view gives you an overview of the top Google Analytics metrics in the form of cards that are easy to understand. Why is it essential to use Google Analytics? Unlike several digital analytics services, Google Analytics is available free of cost! Let's see why it's so important to sign up for this service. Reports website metrics, including page views, pages per visit, bounce rate, average time on site, and new visits. Helps you understand which channels have directed the most traffic to your website. Gives you an idea of the most common keywords used to access your website. For comprehensive keyword analysis, check out our keyword research template. Allows you to track if a user completes a specific action on your website, that is, the website's conversion rate. Monitors which users mostly use devices to access your website. Analyses your website content and the effectiveness of your marketing campaigns. Combine this with our ad campaign planning template for complete campaign oversight. Helps you understand which strategies are working and bringing the maximum returns. Combined with easy access and a user-friendly interface, Google Analytics has become the go-to tool for users worldwide! For social media performance tracking, integrate your analytics with our social media analytics template to get a complete picture of your digital marketing efforts. Other SEO Templates from Stackby: Enhance your SEO reporting with these complementary templates: SEO Backlink Analysis Template Google Search Console Reporting Template Google E-Commerce Reports Template Technical SEO Audit Template 
Facebook Ad Campaigns preview in Stackby Templates
Facebook Ad Campaigns
Free Facebook Ad Campaigns for Marketers Running Facebook ad campaigns has been proven to be very effective with high conversion rates of leads into customers. However, running Facebook campaigns can be highly stressful as well. This is why a Facebook Ad Campaign Template is integral for any business. Facebook is one of the most widely used social networking sites in the world. A decisive majority of the world uses Facebook daily now. Because of the large audience present on Facebook, it has become commonplace for advertisement and media. Many companies now advertise their products or any news they want to circulate. An easy way to manage multiple campaigns and their unending details is to use Facebook ad templates. Why do you need a Facebook Ad Campaigns template? Facebook campaigns can be equal parts stressful and equal parts rewarding. Managing all the little details along with tracking different KPIs and campaign metrics can prove to be a little too much to handle. An easy way to do this is to have all of your information at one place and categorize it in a way that you can access it whenever you want. Facebook ad templates are a perfect fit for your requirements! You can easily plan and manage your Facebook ad campaigns; along with tracking your campaign metrics in real-time with a Facebook campaign management template. Similar to how you would plan your broader ad campaign planning strategy, having dedicated templates helps streamline your Facebook-specific efforts. How to Create an Effective Facebook Ads Campaign Identify your target personas: You must create a persona for your ideal customer that will help you understand their pain points, interests, and preferences and provide ads that would appeal to them. Our customer persona template can help you define your target audience more effectively. Brainstorm: Once you know your audience, you can now search on Google and other online resources to find out what kind of ads you can create. Consider using competitor analysis to understand what's working in your industry. Choose your bait: This is when you create compelling content that would trigger your audience to buy your product/service. You can use power words, action words, storytelling, etc. to create your Facebook ad campaign. Design creatives: Powerful words, combined with incredible designs make a perfect Facebook ad campaign. So the last step is to work on ad creatives using digital asset management systems to organize your creative materials. What is Included in Facebook Ads Campaign Planning Template? The template helps you keep a track of Facebook Ads, Accounts, Campaigns, and Adsets. It includes Facebook Ads API that helps you bring – Facebook Ads data for different campaigns based on Ad IDs Facebook Accounts data based on different Account IDs Facebook Campaigns data based on different Campaign IDs Facebook Adsets data based on different Adset IDs Ads Table This table stores all the important ads KPIs related to Facebook Ads such as: CPM CPC Unique Clicks Ad Text Assets Status Ad Header Status of Ad (Active, Inactive, Preparing) Due Date Campaigns Leads, etc. Accounts This table stores all the important KPIs related to your Facebook Ad Accounts such as CPC, spending, CTR, Clicks, and impressions, and also enables you to bring the Ad Ids. Campaigns This table stores all the data and important metrics related to your Facebook Ad Campaigns such as Ads, Adsets, CPM, CPC, Date of Starting, Date of Stopping, Clicks, Impressions, etc based on your Campaign IDs. Adsets This table stores all the data related to Facebook Adsets such as budget, total ads in an adset, location, target audience, age of target audience, start date, CPM, impressions, CPC, spending, and clicks based on your Adset IDs. How can Stackby's Facebook Campaign Template help you? With the Facebook Ad Campaign Template, you can: Manage your campaigns, adsets and ads in a single place via bringing data from the respective APIs. Keep track of all the ad campaigns and check on their status, whether they are active or inactive. Automatically pull in all the unique clicks, CPC, CTR, spend etc. by campaigns, adsets and ads. Know when a campaign started and when it is going to end and plan accordingly for the next one. Categorize them and link the related campaigns to their categories and get correlated results when searched. Organize all your ad assets to have a clear picture of that campaign. Categorize your campaigns and paste the links of the ads that are running under that campaign. And finally bring all your facebook ad account statistics to summarize your efforts. Track Facebook Ads based on their Status Stackby's Facebook Ads planning template includes a Kanban view that helps you visualize all your Facebook Ads based on their status, that is, active, preparing, inactive, closed, etc. This works similarly to project schedule templates where you can track progress visually. Track different Ad Campaigns based on their Start Date The Facebook Ads Campaign template also includes a Calendar view that helps you visualize the different starting points of your ad campaigns. This calendar functionality is similar to our digital content calendar for organizing your marketing activities. Create a Facebook Ads Reporting Tool and Share it with your Clients/Team If you want to track the important KPIs of different Facebook Ads run by your team, our Facebook Ads Campaign Template makes it possible for you. It includes an Ads Reporting view that enables you to track all the important KPIs related to Facebook Ads such as: CPC Starting date Stopping date CPM Unique Clicks Number of Clicks, etc. For comprehensive performance tracking across all your digital marketing channels, consider combining this with our web analytics report template. Schedule API with Automatic Time-Triggers No need to manually update your Facebook Ads tracker. Just click on the clock icon beside the name of your API column and set the day and time of automation that will fetch the data from your Facebook Ads account and add it automatically to the respective columns. How to Use Facebook Ad Campaign Template? Copy this template to your Stackby workspace. Make sure you have integrated Facebook Ads API to your Workspace using the API key. Bring your Facebook Ads Data to Stacky using API columns based on respective IDs. Enter data such as ad assets, ad headers, and ad text, and log the status of each ad. Categorize your campaigns and paste the links of the ads that are running under that campaign. Track the most important KPIs of different Facebook Ads Campaigns in one place using our JSON data explorer. Schedule data fetch using time-triggered automation and bring data in real-time to your tables. A well-designed facebook campaign might get hectic to manage, but with this Facebook Campaign template - you can efficiently manage and track your facebook ad campaigns in a single place. Collaborate & share with your team or clients, and get the most bang for the buck. Automate your facebook ad metrics tracking, and focus on building awesome ads with the Facebook Ad Campaigns Template. Related Marketing Templates Enhance your overall marketing strategy with these complementary templates: Social Media Management: Use our Facebook posts tracker and Instagram post tracker to manage your organic social media presence alongside paid campaigns. SEO & Content Marketing: Combine your paid efforts with organic growth using our SEO strategy template and content marketing strategy to create a comprehensive digital marketing approach. Other Advertising Platforms: Expand beyond Facebook with our Google Adwords reporting and LinkedIn ads tracker templates for multi-platform campaign management. Campaign Performance: Track overall marketing performance with our campaign performance dashboard and analyze your marketing ROI alongside other business metrics using our startup KPI dashboard. Check out this awesome tutorial video to learn how to manage your Facebook ads. 
Expense Tracking preview in Stackby Templates
Expense Tracking
Free Expense Tracking Template 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: 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 using finance management tools. 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. 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 with operations management capabilities. 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. Teams can integrate this with commission tracking for sales expenses and utilize vendor management for supplier payments. Business owners can also benefit from project tracker features to monitor project-related expenses, while leveraging inventory management to track purchase costs. For comprehensive financial oversight, explore customer database software to maintain client billing records and use best small business database software for streamlined expense tracking across all business operations. 
User Feedback Tracker preview in Stackby Templates
User Feedback Tracker
Free User Feedback Tracker for Designers  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.Related Templates: Sprint Planning User Research 
Video Production Planning And Tracking preview in Stackby Templates
Video Production Planning and Tracking
Free Video Production Planning And Tracking for Content Teams  How will Stackby's Video Production Planning and Tracking Template will help ? 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, similar to how a content planning template helps organize editorial workflows. How to Use the Video Production Planning Template 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, making it easier to manage multiple clients or channels effectively. Record the type of each video in the list. It can be a trailer, snippet, tutorial, or any other format that suits your marketing strategy. Collaborate with your video production team to manage the process end-to-end. Just like a project tracker, this enables seamless team collaboration and task management. Add the title of the video to the template itself. Keep all your video information organized in one centralized location. Record the duration of the video in the video production planning template. Track video lengths to ensure consistency and optimize for platform requirements. 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. Track YouTube Metrics and Performance You can also use the video production template to track the video metrics and manage video reporting in the same place, much like a social media analytics template that consolidates performance data. 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. Streamline Your Marketing Campaigns For businesses running comprehensive digital campaigns, this template integrates seamlessly with other marketing tools. Consider pairing it with a marketing campaign tracker to monitor your overall content strategy, or use a social media calendar to plan video releases across multiple platforms. If you're managing paid advertising alongside your organic video content, an ad campaign planning template can help coordinate your entire promotional strategy. Database Management for Content Creators Working with large amounts of video data? Stackby's powerful database capabilities make it easy to organize and analyze your content library. Learn more about how to build forms in a database to create custom intake forms for video requests, or explore spreadsheets vs database comparisons to understand why a database approach is superior for video production management.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. For agencies managing multiple content types, consider exploring a B2B content calendar for comprehensive content operations management.  Check out other related Templates : Ad Campaign Planning Template Advertise Agency workflow process Template Video Production ManagementIn-house video ProductionDigital Video Production Social Media Calendar 
B2B Lead Generation preview in Stackby Templates
B2B Lead Generation
Free B2B Lead Generation for Sales Teams The marketing world in a dynamic arena that is constantly changing every minute. With technology becoming an integral part of our everyday routine, companies have increased their focus on online marketing. Companies are likely to spend more than 90 percent of their marketing budget on digital strategies in the coming years. With new strategies and avenues taking over the online marketing arena, is email marketing still relevant?  The answer is yes! And so is our B2B Lead Generation Template. It is a cost-effective and easy-to-use marketing strategy that continues to be relevant even today. It allows you to send personalized content to potential clients and increases your brand awareness. With a click rate six times greater than that of tweets, emails help drive your website traffic.  What is the most critical aspect of planning & executing an effective B2B lead generation campaign? The email lead list! Without a well-maintained database of email addresses, how will you conduct an email campaign? Gathering and collecting maximum potential customers’ email addresses will increase the scope and extent of your marketing strategy. Email lists allow you to segregate and focus on individuals who are most likely to show an interest in your product. It is also essential to make sure that your email lead list has been verified and checked to eliminate any defunct email addresses. How to create an email list? With the help of Hunter Email Finder, you can generate the most extensive email list ever! Hunter Email Finder is one of the most accurate and widely used tools today. Facing difficulty keeping track of all your generated leads? The days of going through multiple scattered databases for your email campaign are over! Stackby has developed its own Lead List Builder Template. You can now store and update all your lead lists on one platform using the B2B Lead Generation Template. The Lead List Builder Template will allow you to import all your data from Hunter Email Finder API directly to your template. The entire process is automated, and you don’t have to do the same work manually anymore. Using our B2B Lead generation template, you can: Automatically bring email IDs from your leads using Hunter email finder API.  Store your target lead list generated using Hunter email finder. Record the details concerning each company URL Check whether a particular email address has been verified or not. Track the deliverability of each email address. Record the confidence score of the email addresses. Check if the given address is deliverable or risky. Assign a reach status to each email (Yes/ No). Track the total emails available for a particular company in the Hunter database. Check whether they belong to the executive, marketing, or HR category. Keep your lead list current and updated. Stackby’s Lead List Builder Template is a one-stop solution to all your email campaigning problems! Check out this quick use-case video on how you can automate your email lead lists and build your B2B lead generation process. Check out More Related Templates: Google Search Console Report Google Analytics Report Facebook Ad Campaign
Project Tracker preview in Stackby Templates
Project Tracker
Free Project Tracker for Teams  Managing multiple projects efficiently can be challenging, especially when juggling deadlines, tasks, team collaboration, and resource allocation. Without a structured system, projects can quickly become disorganized, leading to missed deadlines and inefficiencies. The Project Tracker Template in Stackby is a powerful tool designed to help individuals, teams, and businesses track progress, manage tasks, assign responsibilities, and monitor deadlines—all in one place. Whether you're a project manager, freelancer, or part of a growing team, this template provides a seamless solution for managing projects with clarity and efficiency. Why Use the Project Tracker Template? Tracking projects effectively is key to maintaining productivity and meeting goals. This template ensures that all aspects of project management—from task assignments and deadlines to resource tracking and progress monitoring—are structured and easy to oversee. Key Benefits: Centralized dashboard for managing multiple projects Task tracking with status updates, priority levels, and assigned owners Deadline monitoring to ensure timely project completion Resource and budget management for cost tracking Collaborative workspace for team updates and file sharing Instead of relying on scattered spreadsheets and disconnected tools, this template gives you a real-time, all-in-one solution to manage projects efficiently. How the Project Tracker Template Works in Stackby This template includes structured tables that cover every critical aspect of project tracking, ensuring smooth execution from start to finish. 1. Project Overview Table List all active projects with key details Assign project owners, due dates, and priority levels Monitor project stages (planning, in progress, completed) 2. Task Management Table Break down projects into individual tasks Assign tasks to team members and set deadlines Track progress with status labels (To-Do, In Progress, Done) Prioritize tasks based on urgency 3. Team Collaboration Table Assign team members to specific projects Track individual contributions and responsibilities Communicate updates and share important files 4. Budget & Resource Allocation Table Monitor project budgets and actual spending Allocate resources effectively to avoid shortages Keep a record of tools, software, or assets used in each project 5. Deadline & Milestone Tracker Set project milestones for major deadlines Get automated reminders for upcoming tasks Track progress with percentage completion indicators Each table can be customized to match your project’s specific needs, making it a versatile and scalable solution for businesses of all sizes. Key Features & Advantages Comprehensive Project Dashboard – Get a bird’s-eye view of all your ongoing and completed projects in one place. Efficient Task Management – Assign, track, and prioritize tasks effortlessly with built-in filters and categories. Automated Reminders & Notifications – Never miss a deadline with Stackby’s automation features. Collaboration & File Sharing – Work with your team in real time by assigning tasks, leaving comments, and sharing files. Budget & Resource Tracking – Stay within budget and allocate resources effectively to avoid overruns. Multiple Views & Customization – Visualize project data in different views like Grid, Kanban, or Calendar based on your preference. Who Can Use This Template? Project Managers & Teams – Ideal for tracking and managing multiple projects efficiently. Freelancers & Entrepreneurs – Keep track of deadlines, clients, and project deliverables. Agencies & Businesses – Manage internal and client-based projects with structured workflows. Event Planners & Coordinators – Plan and execute projects with clear timelines and resource tracking. No matter your industry, this Project Tracker Template provides the structure and flexibility needed to stay organized and improve efficiency. Getting Started with the Project Tracker Template Sign up for Stackby (if you haven't already). Access the Project Tracker Template and customize it to fit your project requirements. Add projects, assign tasks, and set deadlines for an organized workflow. Utilize automation for task reminders, status updates, and project tracking. Collaborate with your team in real time to ensure projects are completed on time. With Stackby’s intuitive interface, customizable workflows, and powerful collaboration tools, project tracking has never been easier.
Social Media Calendar preview in Stackby Templates
Social Media Calendar
Free Social Media Calendar for Marketers  Do you know what is the key to a great social media marketing strategy? It is how you plan and organize it. No matter how well you know your audience, gauge your competition, or create compelling content, if you have not planned your tasks, all your efforts are in vain. Here is a Social Media Calendar Template that will help you align your social media tasks and track how your social media posts are performing. Track: Keep a track of what's working for your social media channels and what's not. Keep up with your quality and consistency. Regularise: Prevent yourself from posting too much or too little on social media and never miss a post date again. Manage: Administer all your social media channels from one place and ensure that you are not spamming one social media network and neglecting others. Research: Never post a poorly structured or poorly researched post again. Check spellings, grammar, and punchlines instantly. What is a Social Media Calendar? A social media calendar is an overview of your upcoming social media posts. Some common elements of a social media calendar are: Date and time of when your post is going live Social media channels on which the post will be published Creative assets related to your social media post like images, videos, etc. Links, tags, or keywords included in the post Important metrics related to your social media posts Why use a Social Media Calendar? A social media calendar is a time-saving option. It helps you visualize the big picture and manage all your social media channels in one place. You can plan ahead and avoid multitasking. You can keep track of all the upcoming relevant moments and plan your posts accordingly. Last, but not least, you can create high-quality content every time and find out what's working for you and what's not. Our social media calendar template is designed to help you leverage all these benefits. If you are just beginning with creating a social media presence, you can also try our Social Media Planning and Design Template to get started with a comprehensive content strategy. How to create a social media calendar? Before you switch to using our pre-built social media calendar template, we want to share a few tips on how you can create a social media calendar. 1. Measure your current social media efforts. Start with setting up clear goals for your social media channels. Make sure you understand your audience, their demographics, and personas. Track your most successful posts and social media tactics using our social media analytics template to get detailed insights into your performance metrics. 2. Select your social media channels Which social media channels do you want to monitor? Review the best marketing strategies associated with each channel. Consider implementing a comprehensive marketing campaign tracker to monitor performance across multiple platforms. 3. Decide what data you need to track Here are a few examples: post title, graphics, type of post, concept, channels, publish date, number likes, impressions, engagements, spendings, etc. For businesses running paid campaigns, consider using our ad campaign planning template to track your advertising spend and ROI effectively. 4. Create a workflow You must decide a few things like how often you want to post on each channel, the best time to post on each channel, team members responsible for posts, the process of brainstorming new content, and so on. For content-heavy businesses, our content planning template can help streamline your editorial workflow. 5. Collaborate with your team Once you have planned what you need to do and how it is time to bring all your team members to one platform. Stackby's social media calendar template makes connecting and collaboration much easier, especially for marketing teams managing multiple campaigns simultaneously. Stackby also provides security and permissions features that will help you keep your data safe and secure and ensure that only authorized people can access it. Who can use our Social Media Calendar Template? A social media calendar is generally used by social media managers and teams. However, Stackby's social media calendar template can be used by: Marketing teams who are managing different social media campaigns using our marketing management tools Agencies who are working with multiple clients for social media management and need a client database to organize their accounts Media organizations working to promote social media accounts of their clients Bloggers who manage their social media channels and can benefit from our B2B content calendar for professional content planning Business owners, social media influencers, and more! How will Stackby's Social Media Calendar Template Help You? Our social media calendar template is designed to simplify the whole process of social media management. It helps you streamline your workflow in the following ways: Manage all your social media posts on one platform Store the images and graphics related to every post Monitor the type of posts you create for every social media channel (paid campaign, organic, evergreen content, etc) Track the leads associated with every social media post Track the status and publish date of social media posts Manage all your social media channels on one platform (number of posts, post titles, likes, etc) Track social media metrics related to every channel (likes, shares or retweets, impressions, engagements, engagement rates, spendings, cost per engagement, etc) Brainstorm social media post ideas with your team For businesses looking to track specific metrics and performance, you can also use specialized templates for individual platforms. This integrated approach works well with other sales and CRM templates when you need to track leads generated from social media campaigns. Advanced Social Media Management Solutions For teams requiring more sophisticated tracking and analytics, consider exploring our comprehensive marketing campaign tracker that integrates seamlessly with social media calendars. This is particularly useful for agencies managing multiple client accounts through a centralized client database system. Additionally, if you're working with commission-based social media campaigns or affiliate marketing, our commission tracking template can help you monitor performance-based compensation effectively. 
Conference Planning preview in Stackby Templates
Conference Planning
Free Conference Planning Template  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! Whether you're managing corporate events or coordinating team meetings, proper planning tools are essential for success. From companies to colleges, NGOs to start-up ventures, conferences are vital for all forms of organization. Just like how businesses need efficient operations management systems, successful conferences require structured planning and coordination. 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 - similar to how you'd structure your project management approach Choose your speakers and topics of discussion carefully Decide on a venue and date for the conference Arrange vendors to supply the relevant materials using vendor management best practices Conduct the conference! Conference planning can be quite stressful, especially when juggling multiple vendors, speakers, and logistics. Just as marketing teams use specialized tools to track their campaigns, event organizers need dedicated systems to manage every aspect of their conferences. 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. Key Features of Our Conference Planning Template With Stackby's Conference Plan Template, you will be able to: Event Management & Coordination 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 Speaker & Content Management 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 the list of topics that will be discussed at the conference and add notes, if necessary Manage speaker coordination similar to how you'd handle recruiting pipeline management Sponsorship & Financial Tracking Record details of companies sponsoring your event Add details of the contact person from each company using client database principles Record the amount sponsored by each company and the current status of the sponsorship (Approached/Committed/Received) Keep track of the budget for your conference, monitoring amounts spent on each task This financial tracking approach mirrors the systematic methodology used in finance management software, ensuring you maintain complete visibility over your conference expenses and revenue streams. Team Collaboration & Management Track the members of the team responsible for organizing and conducting the conference Store contact details of team members and their current designation Enable seamless collaboration, similar to remote work coordination tools The template functions like a comprehensive project tracker, allowing you to monitor progress, assign responsibilities, and ensure nothing falls through the cracks. Vendor & Logistics Management Coordinate with multiple service providers Track delivery schedules and setup requirements Manage contracts and payment terms Apply proven vendor management strategies to ensure smooth operations Why Choose Stackby's Conference Planning Template? Whether it's managing the venue logistics, tracking your budget allocations, coordinating with sponsors, or scheduling speakers, Stackby's Conference Planning Template serves as your comprehensive event management solution. The template incorporates best practices from operations management to ensure systematic planning and execution. Collaborate with your team to organize a successful conference with our easy-to-use conference planning template! Just as successful companies rely on structured HR management systems to coordinate their workforce, your conference success depends on having the right organizational tools in place. The template also enables you to: Track and update details as and when necessary Monitor compliance requirements using principles similar to compliance tracking systems Generate reports on budget utilization, attendee registration, and event metrics Archive information for future conference planning reference Start planning your next successful conference today with Stackby's comprehensive Conference Planning Template – your one-stop solution for professional event management! 
Simple Applicant Tracker preview in Stackby Templates
Simple Applicant Tracker
Free Simple Applicant Tracker for HR Teams  Are you still using a spreadsheet instead of a simple applicant tracking template for managing the recruitment process? It is time to make the switch! Using Stackby a no code spreadsheets alternatives for applicant tracking results in redundant data, manual data handling, higher chances of errors, and a lot of chaos. An applicant tracker, on the other hand, can make things smoother for your whole team. Stackby’s applicant tracking template provides you with a database for managing applicant data. You can connect this template with an applicant tracking form and automatically collect and organize data. For comprehensive hiring management, consider pairing this with our recruitment tracker for end-to-end recruitment oversight.  What is an Applicant Tracking System? Companies today consider multiple different candidates for a position. So, they need a system to manage and track the data related to these candidates. Moreover, if they are hiring for different positions, they will have to keep a track of every candidate applying for every open position. A simple applicant tracking system helps you manage the applicant data such as their resumes, interview details, rankings, personal details, and so on in a streamlined manner. This not only organizes the hiring process but also makes the process much easier, simpler, and faster. Once candidates are hired, you can seamlessly transition them with our employee onboarding template.  Overview of Stackby’s ATS Template To help HR professionals manage the applicant tracking, we have created a simple applicant tracking template that stores and manages all the data about the applicants. 1. Manage Applicant Data and Interviewer Details Together  Add details of applicants like their name, resume, interview notes, contact, etc. all in one place. Check how many candidates are being interviewed by each interviewer, on which date they conducted the interviews, and what is the status of the interviews. You can find who is interviewing which candidate easily using our comprehensive interview questions template to standardize your interview process.  2. Find The Status of Open Job Profiles Store all the details about the open job profiles in your organization and track which interviewer is responsible for which job profile. You can also find how many applicants have currently applied for a specific position. 3. Collect applicant data automatically using Applicant Tracking Form Our Candidate Tracking Template includes an Applicant Tracking Form that you can send to the candidates to gather their basic information that is to be filled in the Applicants table. Once a candidate submits the form, it will create a row in the Applicants table automatically and add all the data in the respective columns. This way, you do not need to add data manually in the applicant tracking log template. This reduces the chances of human errors. Read more: Stackby forms 4. Filter applicants by Status/ Scores Our ATS Template also includes a Kanban View of candidates based on their Status (hired, rejected, 1st round passed, kept on back-burner, etc). This can help HR to visualize how many candidates have been rejected/accepted, etc. It also includes a Kanban View where you can filter out candidates based on the scores that their interviewers gave to them. This can help in deciding which candidates are to be selected and which are to be rejected. 5. Stay on top of your recruitment schedule with Interview Calendar Our Applicant Tracking Template includes an Interview Calendar that will provide you with an overview of interviews lined up for the week/month/day. Who Can Use an Applicant Tracker Template? Our simple applicant tracking template can be used by the Human Resources department, HR Managers, Staffing Coordinators, Staffing Specialists, HR Assistants, HR Administrators, Entrepreneurs, Small business owners, etc. Why Do We Need ATS Templates? In today’s fast-moving world, companies use an applicant tracking system to identify, evaluate and hire the best employees for themselves. Those who still hold back from adopting this system usually fall short of achieving their desired results. An effective recruitment process is said to be in place 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 using a simple candidate application tracking system: 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 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. After successful hiring, use our performance reviews template to evaluate new employees.  3. Speeds up the recruitment cycle. Having all the information and credentials in front of the recruiter will make his work easier tenfold. Since the information is properly organized in one space, Excel spreadsheet templates for tracking make the recruitment process faster. 4. Provides better screening. It is often a tiring task for the recruiter if he or she does everything manually, and 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. How to Customize Stackby’s Applicant Tracking Software for Your Business? Once you copy this simple applicant tracking template to your Stackby Workspace , you can: Add/ update the tables given in the template. Start with finalizing the columns you need to track the Applicant information and then update the applicant tracking form. Enter the details of the interviewers and create an interview schedule with our hr calendar for better time management.   Add the details of the open profiles in your organization. Find out which interviewer is conducting interviews for which job profile and more! Find your new, perfect employee with Stackby’s ATS Hiring candidates and growing your company/ business can be an exciting job. Do not make it cumbersome by depending on spreadsheets. Use our applicant tracking system template and find the best employee who suits your organization's ethics and work culture. For ongoing employee management, implement our employee attendance tracker to monitor staff performance.  Check out this step-by-step video on how to build an applicant tracking system for your company. Find more templates on HR and Recruiting on Stackby: Employee Onboarding Template Employee Training Plan Template Recruiting Pipeline Template HR Knowledge Base Template Agency Talent Management Template  Workforce Planning  Employee Performance Management  
Sales CRM preview in Stackby Templates
Sales CRM
Free Sales CRM for Sales Teams  Are you struggling to keep track of your sales management tasks and customer relationships? Do you find it challenging to manage all your sales interactions and opportunities? If yes, look no further than Stackby's Sales CRM Template! This template is a game-changer for businesses looking to effortlessly keep current customers happy while attracting new leads in a breeze. What is Customer Relationship Management or CRM? Customer Relationship Management (CRM) is a business strategy that involves managing customer interactions and relationships throughout the customer lifecycle. Its main goal is to improve customer satisfaction, increase loyalty, and drive revenue growth by providing personalized and consistent experiences. What is Sales Management? Sales management refers to the process of leading, organizing, and directing a team of sales professionals to meet or exceed the sales targets of a business. Why is Sales CRM Important for Your Business? A solid sales management or CRM strategy is a must-have for any small business that wants to thrive and expand right from the get-go. Below are the key reasons to consider: Improves customer relationships and loyalty by providing personalized experiences. Increases efficiency and productivity by automating routine tasks and workflows. Helps identify and prioritize high-value sales opportunities. Provides real-time insights into sales performance and trends. Digging into Details About Stackby's Sales CRM Template Stackby's Sales CRM Template is an effective tool designed to help businesses seeking to streamline their sales and customer relationship management processes. With its aid, you can manage your company's sales pipeline, keep track of opportunities, and track interactions with potential customers. The best part about this template is that it provides a spreadsheet-style interface that allows you to store and organize all your data in one place, making it easier to manage and monitor your sales activities. Who is This Sales CRM Template for? Stackby's Sales CRM Template is perfect for small businesses and startups who want to manage their sales process effectively. Whether you're just starting or have been in business for years, it can help you streamline your sales management processes and boost your overall sales and revenue. Why Do You Need Stackby's Sales CRM Template? Get organized and stay on top of your sales game with this Sales CRM template! Keep track of all your company dealings in one place - no more scattered information! Store essential company details like industry type, employee strength, and website information. Maintain up-to-date records of all your contacts within these companies. Record contact details, including titles and relevant information. Effortlessly monitor tasks for each company, keep everyone on the same page, and ensure timely completion by adding task notes to keep your team on track. Link tables together to create a Sales KPI tracker specifically designed to monitor and measure the performance of your sales representatives. Assign team leaders for each task for more effective task management. Stay on top of your sales deals and their status (Won/Lost/Negotiating). Update your CRM data regularly for a more accurate and effective system. How to Use This Sales CRM Template? If you have multiple products to keep track of, you may find our Multi Product CRM template useful. If you are focusing on managing strategic partnerships, all you need is to opt for our Business Development CRM template. For those seeking to manage their personal contacts, the Personal CRM template is an excellent option to consider. Ways to Customize Our Sales CRM Template After copying this template to your Stackby Workspace, you can customize it per your requirements. Let's see how: Add custom fields to capture specific information relevant to your business needs. Create new tables, such as product or lead tables, to expand the functionality of your Sales CRM Template. Utilize filters and views to narrow down and focus on specific data subsets within your CRM. Streamline your workflow by incorporating automation features into your Sales CRM Template. Seamlessly integrate with popular third-party tools like Zapier, Slack, Trello, etc. Tables Included in Our Sales CRM Template Opportunities: It allows you to track the potential deals that your company is currently pursuing. Interactions: This table lets you keep a tab of all the interactions you have with your customers, whether it's through phone calls, emails, or meetings. Companies: It enables you to maintain a comprehensive database of all the companies that you deal with. Contacts: With its aid, you can manage all your contacts in one place. By linking these tables together using Link Column types, you can create relationships and establish key performance indicators (KPIs) for your sales CRM. For example, you can link interactions to specific opportunities or contacts, track the number of interactions per opportunity, or measure the conversion rate from opportunities to closed deals. It enables you to generate meaningful insights, track key performance indicators (KPIs), and generate reports that provide a holistic view of your sales operations and performance. You can also add or import tables depending on your unique requirements. This flexibility allows you to customize the template to suit your business needs and ensure you have all the information you need at your fingertips. Ready to Simplify Your Sales Management Tasks and Customer Relationships? With Stackby's Sales CRM Template, you can manage your sales pipeline and customer relationships more effectively, boosting overall sales and revenue.Try it out today by signing up on Stackby and experience a flawless sales management experience!Check out more related Templates: Business Development CRM Dealflow CRM Fundrasing CRM Customer Development Lightweight CRM Personal CRM 
Blog Editorial Calendar preview in Stackby Templates
Blog Editorial Calendar
Free Blog Editorial Calendar for Marketers From small business owners, new start-up ventures to established multinational companies, everyone dedicates a significant portion of their time and resources towards blogging. With new forms of online marketing, taking the digital world by storm, blogging continues to be one of the most trusted and widely used methods. In simple terms, a blog is an online journal or an informal article that gives detailed information on a particular topic or product. Why do companies spend time and money blogging about their products or services? Companies resort to a multitude of strategies to increase their presence and visibility on the world wide web. Blogging is one of them. So, how does blogging help a business grow? Increases the credibility of a company by acting as a source of relevant and authentic information. Plays a crucial role in Search Engine Optimization (SEO). The keywords used in your blog articles lead to high rankings in search engines like Google. Increases the demand for your product/ service by attracting potential customers. Contributes to enhancing brand loyalty and customer retention. Directs and increases traffic to your website. Benefits the company in the long term too as it is a permanent source of information. Keeping your blog content updated helps the customers follow the work of your company and, in turn, leads to better customer relationships. With social media marketing capturing most of the attention, it's easy to forget about the impact of blogging. But blogs are the base that provides a strong foundation for the entire marketing strategy. Are you a freelancer with interest in writing blogs or an established company providing content writing services? Regardless of the category, you fall in, creating content that meets your client's expectations is your primary responsibility. So, what do you do if you have too many clients asking you to write multiple blogs for them? Having a hard time keeping track of everything? Well, don't worry! With Stackby's Blog Content Calendar Template, you can plan everything on a single interface! Our Blog Content Calendar Template will enable you to: Plan and manage your content writing work for multiple clients in one place using content planning strategies. Keep track of your daily, weekly, and monthly schedule and deadlines with the template's in-built calendar, similar to organizing posts with a social media calendar. Monitor the blogs you and your team are currently working on and the level of difficulty through project tracker features. Record the average CPC of each article. Attach the graphics associated with each blog post and store the name of the designer. Attach the target persona of each article to ensure that the blog content meets the expectation of the client with client database functionality. With Stackby's Blog Content Calendar Template, you can plan and optimize your content writing strategy with minimum effort and reap the maximum benefit! Teams can integrate this with marketing workflows and utilize marketing campaign tracker for promotional content. Content creators can also benefit from b2b content calendar features for business audiences, while leveraging social media analytics to measure content performance. For comprehensive content management, explore operations management tools to streamline editorial workflows and use remote work collaboration features for distributed content teams. Combine it with automated keyword research template & content marketing distribution template, to take your content marketing workflows to the next level.
Marketing Campaign Tracker preview in Stackby Templates
Marketing Campaign Tracker
Free Marketing Campaign Tracker for Marketers  Innovative, creative and eye-catching marketing campaigns are the key drivers of success for any venture. From social media marketing to interactive surveys, live videos to online advertisements, an effective and well-planned campaign management plan can change the face of your business overnight! And the easiest way to manage your campaigns is by using a campaign management template! What are the key essentials for any marketing campaign management plan? Set a goal for your marketing campaign Decide on your target audience Set a budget for your campaign planning strategy Decide on a platform/channel Organize your team and divide the work Determine the content Track your marketing campaigns diligently. This will help you analyse whether a particular strategy is a campaign management plan is working for you Respond and Improve. Customer testimonials are first-hand inputs that will determine how your campaign planning strategy is being received by the target audience. Update the same when the need arises What is a Marketing Campaign Management Template? A campaign management template is a preformatted document that helps you to keep track of multiple aspects of your campaigns in an easier and accessible manner. This template is customizable and can be tailored to suit your requirement, similar to how content planning templates adapt to different editorial needs. Why do you need a Campaign Management Template? Whether you are campaigning to attract new customers, increase your sales, advertise a new offer or improve brand loyalty, a marketing campaign requires meticulous campaign planning and execution. A campaign management template is the answer to all your problems! Marketing campaign template is a one-stop solution that keeps track of all your campaign planning work and helps you hit all the benchmarks to ensure that your marketing gets results. Here at Stackby, we will assist you in launching your marketing campaign with our well planned and time-tested marketing campaign template. Who is this template for? This template is ideally suited for marketers, SEO agencies, startups and SMEs. The campaign management template has immense utility potential for all sectors that perform marketing related activities. How will Stackby's Campaign Management Template help you? You can set campaign goals, assign campaign leaders and divide your campaigns among various platforms. Our campaign management template will make your job easier by allowing you to: Monitor campaign status and progress Track the status of each of your marketing campaigns separately, ensuring nothing falls through the cracks. This visibility is similar to what a project tracker provides for project management. Control budget and spending Check the amount spent on each campaign till date to make sure you do not overshoot your budget. Keep track of the number of clicks and calculate your average CPA for better financial planning. Measure conversion performance Keep track of the number of conversions and conversion rates. It assigns a conversion status to each campaign. You can decide which platform and strategy are bringing the best results for your company. Set clear timelines Set a start and end date for your marketing campaign, coordinating with a social media calendar for multi-channel execution. Update and optimize continuously Monitor and update your ad campaign management plan as and when required, ensuring your campaigns stay aligned with business objectives. Visualize Your Campaign Pipeline You can switch to the Kanban or calendar mode to get a better overview of your campaign plan and deadlines. This flexible visualization works seamlessly with operations management workflows for comprehensive campaign oversight. Integrate with Your Marketing Stack The Marketing Campaign Tracker integrates perfectly with other marketing tools. Use it alongside an ad campaign planning template for strategic planning, or combine it with social media analytics to measure cross-channel performance. For content-driven campaigns, coordinate with a B2B content calendar to align your content strategy with campaign timelines. Track Specialized Campaign Types Different campaign types require different tracking approaches. For social media campaigns, integrate with a social media calendar. For paid advertising, use commission tracking to monitor affiliate and partner performance. Agencies managing multiple clients can maintain a client database alongside campaign tracking to ensure quick access to client preferences and campaign history. Optimize Your Marketing Process Understanding effective marketing management is crucial for campaign success. Explore resources on the marketing management process to optimize your overall approach, or check out database templates for marketing agencies for additional tools. Use Stackby's Campaign Management Template to plan, manage, and enrich your ad campaign management experience like never before! You will also find these Templates useful: Ad Campaign Planning, Facebook Ad Campaign 
Deal Flow Management preview in Stackby Templates
Deal-flow Management
Free Deal Flow Management for Investors  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, similar to how our client database template helps manage client relationships. 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. Just like our comprehensive online database tools that convert various data formats, this template seamlessly captures all essential deal information. Record the source of a particular deal for future reference, enabling better sales and CRM tracking capabilities. Track the current status of the deal. You can select from the options given, including Portfolio, Due-Diligence, Negotiation, On-Hold, etc. This status tracking works similarly to how our project tracker monitors project phases. Keep an eye on the closing date of each deal. You can also assign a deal manager to make the process simpler and easier, much like how our real estate transaction tracker manages property deals. 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, providing similar functionality to our social media calendar for content scheduling. Advanced Features for Investment Management The separate tab for sources allows you to list and summarize all the sources for your deals, creating a comprehensive vendor management system for your investment pipeline. Additional capabilities include: 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 For investment firms looking to expand their operational efficiency, our finance management software solutions provide comprehensive financial oversight alongside deal tracking. Streamlined Startup Negotiations 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. This integrated approach mirrors how our marketing campaign tracker combines planning and execution in one platform. Investment professionals can also benefit from our commission tracking template to manage performance-based compensation related to successful deals. Scale Your Investment Success 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!For teams managing multiple aspects of their business, explore our comprehensive operations management solutions that complement deal flow tracking with broader operational oversight. 
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