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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!

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

How can you use this template for your team?

This template will allow you to:

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

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

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

Recruitment and selection can be a tiring process, especially if the companies don’t have a proper tracking system. While many companies keep their tracking system during the recruitment process, some companies still maintain, spreadsheets and databases to keep their records. This can get complex over some time, mainly when several candidates are coming for the interview.

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

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

Why is an applicant tracker important?

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

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

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

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

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

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

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

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

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

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

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

How to plan a successful conference? 

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

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

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

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

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

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

The answer to all your questions lies in project management.

What is project management? 

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

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

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

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

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

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

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

If you are given a choice between reading a long, written 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 your YouTube channel’s help and analyse the performance of your video via YouTube metrics.

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

After the video has been produced and uploaded, you also need to analyse its performance to understand if video production’s current strategy is working. YouTube metrics such as the number of views, likes, dislikes, comments, etc. give you an idea about your video’s performance.

However, planning the production of a video and tracking video metrics is not easy. With multiple videos and a wide range of metrics data, tracking everything can be quite a hassle. 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, everyone can use this 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.
• You can record the type of each video in the list. It can be a trailer, snippet, etc.
• Collaborate with your video production team to manage your process end to end. 
• Add the title of the video to the template itself. 
• Record the duration of the video in the video production planning template.
• Maintain and update the details as and when required.

You can also view the template in Kanban style which will help you to get clearer and quicker access to multiple information about a certain video.

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

All you have to do is integrate a column with YouTube API. This will allow you to pull in metrics data directly to your corresponding row. You can choose which information you want to look at, and can also refers 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. You can schedule this API and sit back while you'll see your how your video is performing on YouTube in real-time. 

If you're a video production team or running a YouTube channel, this is a must for you. 

As a social media company what challenges to you face with workflow processes? Do you still manage your flow process on different spreadsheets? Would you rather have all your data and process mapped out on to a collaborative, single platform where everyone is on the same page vs. one where the processes are mapped onto different ones?

No matter what your Social Media strategy is, the Stackby Social Media Management Stack helps you manage your social media campaigns easily. Apart from putting in your social media plans, you can also track the channels that you have used and popularity of each social media post with the Metrics table in our template. Want something more elaborate for your social media team? Just adapt and add/replace your own fields. Collaborate with your team in real time on the status of each social media post or strategy, brainstorm, add URLs to access the post on the social media platform, attach images to be posted. Simply put – make the entire process transparent, organized and easy to track with Stackby’s Social Media Management Template. 

Whether you live by yourself or running a business, managing all the 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.

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 task, be it business-related or to keep a check on your daily expenditures.

Use this Expense Tracker Template and keep a check of all your business expenses and customize them according to your needs. From bills receivables to payables, who to pay, and how much amount, is all that can be regulated from the expense tracker spreadsheet.

How can Expense Tracking benefit your business?

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

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

Why would you need an Expense Tracker Template?

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

How would Stackby’s Expense Tracker Template help you?

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

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

A company or any seller whose main motive is to earn a profit understands the importance of user feedback. User feedback plays an important role in understanding and getting an idea about the user’s perspective and likings.

But there are not just a limited number of feedbacks. With so much feedback coming daily from different people or communities, it becomes a frenzied task to manage and analyze them all at the same time.

For this, a user feedback tracker template is there for your rescue. 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 of hectic work. 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 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.