Startups and Technology Templates

Manage Employee Performance Reviews with Ease on Stackby Performance reviews are essential for every growing organization. They align expectations, motivate employees, and foster a culture of continuous improvement. However, managing these reviews across spreadsheets, emails, and disconnected documents can lead to inefficiencies and missed opportunities. With Stackby’s Employee Performance Review Tracker, HR managers and team leads get a centralized, customizable workspace to streamline the entire review process—from setting goals to giving feedback and tracking progress. What is the Employee Performance Review Tracker? The Employee Performance Review Tracker is a ready-to-use Stackby template designed to help HR teams and managers efficiently track employee performance over time. It brings structure to performance appraisals, offering a collaborative and transparent view of every employee’s growth journey. Whether you're running annual reviews, quarterly check-ins, or project-based feedback cycles, this template adapts to your team's workflow and ensures every review is thorough, timely, and insightful. Key Features of the Template 1. Centralized Employee DatabaseMaintain a clean and organized view of your entire team, including role, department, manager, and review timelines. 2. Goal & KPI TrackingAdd performance objectives and key results (OKRs) for each employee. Monitor how employees are progressing towards their goals with custom status fields, due dates, and ratings. 3. Review Cycles & DeadlinesPlan and manage recurring reviews—quarterly, bi-annual, or annual—using built-in calendar and timeline views to avoid missed deadlines. 4. Qualitative & Quantitative FeedbackCollect feedback across multiple categories—leadership, communication, technical skills, and more—with dropdowns, rating columns, and text fields for manager notes. 5. Performance Scores & RatingsAutomate performance scoring by assigning numeric values to key attributes and calculating overall ratings. Use conditional formatting to visually differentiate high performers. 6. Attachments & DocsUpload review forms, goal sheets, and past evaluations directly to the employee record. Everything stays in one place—accessible when you need it. 7. Views for EveryoneCreate custom views for HR, managers, and team leads so that each stakeholder only sees what they need. You can filter by department, review cycle, or rating level. 8. Automation & RemindersSet automated reminders for review dates, follow-ups, or when an employee's next review cycle is due. Keep the process proactive and consistent. Benefits of Using Stackby for Performance Reviews Saves Time & Reduces Errors: Say goodbye to juggling multiple spreadsheets or missing key deadlines. Better Transparency: Keep track of all employee progress in one unified space accessible to the right stakeholders. Customizable & Scalable: Add columns, change fields, or tweak views as your performance process evolves. Data-Driven Decisions: Easily analyze review trends and employee growth metrics to guide promotions and development plans. Improves Employee Engagement: A consistent and organized review process shows employees that their growth is being tracked and supported. Use Cases Across Teams HR Departments: Standardize and document employee reviews across the organization. Team Leads & Managers: Give meaningful feedback and plan growth conversations backed by data. Startups & Growing Companies: Build a scalable and professional performance review process from day one. Remote Teams: Keep performance tracking streamlined and accessible, regardless of location. Why Choose Stackby? Unlike rigid HR tools or manual spreadsheets, Stackby offers the perfect balance between structure and flexibility. You get the power of a spreadsheet with the simplicity of a database and the collaboration of a project management tool—all in one. With Stackby’s Employee Performance Review Tracker, you can shape your performance evaluation process the way your team works. No more switching between tools or adapting your process to software limitations. Start managing employee performance reviews the smarter way. Use this free template on Stackby and elevate your HR processes today.

Build, Measure, and Scale with the Startup KPI Dashboard by Stackby Startups move fast—and if you’re not measuring what matters, you risk losing direction. Whether you’re an early-stage founder or part of a growing startup team, tracking your key performance indicators (KPIs) is essential to building a healthy, scalable company. The Startup KPI Dashboard Template by Stackby helps you do exactly that—easily and without needing a complex analytics setup. This customizable template is designed to monitor critical startup metrics such as growth rates, MRR, churn, burn rate, runway, website analytics, user acquisition, and investor communications—all in one dynamic dashboard. Key Tables Included in the Template KPIs Overview Track and visualize your startup’s high-level performance indicators like Monthly Recurring Revenue (MRR), Burn Rate, Customer Acquisition Cost (CAC), Lifetime Value (LTV), Churn Rate, and Revenue Growth. Customize formulas and update values to suit your business model. Sales & Revenue Tracker Monitor your leads, deal pipeline, closed revenue, and monthly sales goals. See which channels are working best and where to double down. Marketing Performance Measure campaign effectiveness across various platforms (social, paid, organic), along with metrics like Cost per Lead (CPL), Impressions, Clicks, and Conversions. Customer Metrics Track your active users, signups, onboarding progress, and Net Promoter Score (NPS). Understand what’s working in your retention and support strategies. Investor Updates Keep all investor updates and key performance summaries centralized for easy sharing with stakeholders. Export reports or share a live view. Runway & Burn Rate Tracker Stay on top of your financial health. Visualize how long your capital will last, how fast you're burning, and your forecasted runway based on current metrics. Why Use Stackby’s Startup KPI Dashboard? No-code setup: You don’t need a data science degree or a dedicated BI team. Just plug in your numbers or connect via APIs to automate updates. 100% Customizable: Add or remove KPIs based on your industry or business stage. Tailor views for founders, marketing, product, and finance teams. Multiple Views: Toggle between grid, kanban, calendar, and chart views. Use summary blocks and pivot charts to visualize trends instantly. Real-time Reporting: Connect Stackby to platforms like Google Analytics, Stripe, or Facebook Ads via integrations to bring in live metrics automatically. Collaboration-Ready: Share dashboards with team members or investors securely. Control permissions for editing or view-only access. Use Cases Founders: Monitor the pulse of your company, track traction, and stay investor-ready with real-time insights. Startup Teams: Align sales, marketing, product, and ops teams on a single source of truth for growth. Investors/Advisors: Share data in a structured format with stakeholders to maintain transparency and build trust. Startup Studios & Incubators: Use it as a plug-and-play dashboard across portfolio companies for standard reporting. Benefits of Using This Template Get a holistic view of your startup’s health and performance. Eliminate manual reporting with API integrations. Stay aligned across teams with visual, easy-to-read dashboards. Be investor-ready with structured, shareable insights. Save time and stress by centralizing all metrics in one platform. Whether you’re pitching for your next round or just trying to hit product-market fit, having the right data in front of you makes all the difference. The Startup KPI Dashboard Template by Stackby empowers you to build confidently, back your decisions with real numbers, and scale efficiently. 

The Startup Funding Database template helps startups efficiently track funding rounds, investor details, and financial milestones to simplify fundraising efforts.

Knowing your competitors is essential for success in any business. By understanding their strengths and weaknesses, you can identify opportunities to improve your own product or service and gain a competitive advantage. Stackby's Competitor Analysis Template is a powerful tool to help you track and measure key information about your competitors. It includes everything you need to understand your competitive landscape and make informed decisions about your business. What is competitor analysis? Competitor analysis is the process of learning about your competitors so you can improve your own business. This includes looking at their products or services, marketing strategies, and target market. Why conduct competitor analysis? Competitor analysis is important because it can help you: Understand your competitors' strengths and weaknesses. Identify opportunities to improve your own business. Make better decisions about your product or service, marketing strategies, and pricing. Anticipate potential threats and challenges. How to Use Stackby's Competitor Analysis Template? Stackby's Competitor Analysis Template is easy to use and customize. Simply add your competitors' information to the tables and views, and you'll be able to compare them across a variety of metrics. You can also use the template to track trends in the market and identify opportunities to improve your business. Benefits of Using Stackby's Competitor Analysis Template Save time and money: Stackby's Competitor Analysis Template centralizes your competitor information and makes it easy to track and compare your competitors. This can save you a lot of time and money. Gain a competitive advantage: By understanding your competitive landscape, you can identify opportunities to improve your product or service and gain a competitive advantage. Make better decisions: The data you collect from your competitor analysis can help you make better decisions about your own product or service, marketing strategies, and pricing. Who is Stackby's Competitor Analysis Template for? Stackby's Competitor Analysis Template is for any business that wants to gain a competitive advantage. It is especially useful for businesses that are new to the market or that are facing increased competition. Customize your competitor analysis template Create a stack and add tables to track competitor information, such as company name, website, products or services, target market, pricing, marketing strategies, etc. Customize tables and views to meet your specific needs. Collect competitor information from a variety of sources, such as their websites, social media pages, and customer reviews. Track and compare competitors using the tables and views you created in your stack. Identify trends by tracking and comparing competitors over time. Use the data you collect to make informed decisions about your own product or service, marketing strategies, and pricing. Here are some additional tips for customizing your competitor analysis template: Add custom fields to track unique data points that are relevant to your industry or business. Automate workflows to streamline processes and set up automated reminders for data updates. Create personalized reports and views to cater to the preferences of different stakeholders. Aggregate data from various sources to gain deeper insights. Are you ready to take your business to the next level? Sign up for Stackby today and start using our competitor analysis template to gain a competitive advantage and make better decisions about your business.

Each and every business struggles with aligning their work properly. Without a structured process the managers may face many demanding situations in their team. This misorientation may cause several issues that include inefficient resource allocation, unsatisfied objectives and operational chaos. The business superiors spend an excessive amount of time on team planning. They do not follow any methodical process that may result in lost productivity and strategic errors. This may lead to a significant aspect of employee morale and regular business performance. In this modern hectic business world the company may suffer from lack of solid work first one strategy. Stackby’s Workforce Planning Template Stackby’s Workforce Planning template is the solution to those challenges. It offers a comprehensive framework that aligns your business needs and your team members. The template simplifies the process of personnel planning and makes the work process streamlined and effective. By using Stackby’s work plan template you can seamlessly manage your employee listing, departments and projects. The template is designed to help you achieve your goals with the right people at the right times. It offers a strategic process to workforce planning that can reduce cost, save time and enhance your business performance. How to use Stackby’s Workforce Planning Template Using Stackby’s staff planning template is easy and simple. Here’s how you can get started out: Start by adding the goals and objectives of your agency to the workforce analysis template. This step ensures that all the personnel planning initiatives are lined up with the overarching business strategy. Next step is to input your employee data that includes the name, roles, abilities and department they belong to. This will create a complete employee directory that is simple to control and update. You can assign them to projects and duties according to the skills and availability as well as their experience. This step guarantees that the right people are handed over the right position. Then you can use this staff planning template to display the development and make necessary changes. This will allow you to keep an eye on any challenges in real time and ensure that the workforce plan remains effective and aligned to your goals. Benefits of Using Stackby’s Workforce Planning Template 1. Aligning with Company Goals: The template allows you to make sure that your workforce is aligned together with your strategic goals. This alignment is essential for reaching the goals of enterprise and staying competitive. 2. Effective Staff Planning: Save time and resources by streamlining the workforce planning technique. The template gives an approach that reduces the complexity and effort concerned in a group of workers planning. 3. Improved Resource Allocation: Make better choices on how to use your human resources. The template gives proper insights into your team of workers, helping you allocate resources more correctly. 4. Enhanced Productivity: Increase productivity by placing the right people at proper roles. A well-designed workforce planning strategy template ensures that the staff are used effectively. This leads to increased outputs and improved outcomes. 5. Comprehensive Reporting: Generate workforce analysis template plans rto stay on top of developments and make informed decisions. These reports offer a clear view of your team of workers. 6. Easy to Use: The template is user-friendly, making it easy for managers to put into effect and use efficiently. Its intuitive layout and functionality make it easy to access anytime. 7. Cost-Effective: The template helps reduce costs associated with misallocation and guiding planning. This contributes to a better economic performance. Conclusion Stackby’s workforce planning template is an essential tool for any business seeking to optimize its team of workers planning strategy. It enables you to align your organization’s dreams along with your human resource, making sure you have the proper employees to attain your goals. By using templates, you can improve useful resource allocation, improve productivity, and generate a complete workers planning reviews. You can save time, growth, efficiency, and fulfill your requirements with Stackby’s work plan template. All you need is to Sign Up to Stackby today and see the difference!

Public Relations has gained momentum these days. Bloggers, brands and almost every other online business wants to expand their PR outreach and find new platforms to showcase themselves. This is why PR agencies get numerous requests every day and sometimes managing these requests can become a real hassle.  Stackby has now made organizing and managing PR requests much easier with our easy-to-use Press Release Request Management template because if you are not organized, you might miss many potential clients.  Collect, review, organize and prioritize all your PR requests in no time Add data to your stack automatically using Stackby forms  Track all press requests converting into press releases  Manage all your PR contacts in one place  Time is of the essence for PR professionals and our Press Release Request Management template helps you record, track, understand, and respond to every request as soon as possible. If you have your whole PR team at your disposal, you can share this template with them and all of them can work upon press release requests from time to time.  What’s included in Stackby’s Press Release Request Management Template?  Our PR Request Management Template includes three separate tables that will help you organize and monitor your PR requests, Press Releases, and PR Contacts respectively.  Our template also includes different views that will help you visualize your PR requests based on the subject status, subjects type, and published by status.  The template comes with a pre-built PR request form that you can share anywhere on your website, blogs, or via a direct link.  The template also includes different views for visualizing the press release list based on status and date of publishing.  Who can use Stackby’s Press Release Request Management Template?  Stackby’s press release request management template is useful for PR agencies or marketing agencies who are handling the public relations of different clients.  How will Stackby’s Press Release Request Management Template help you?  Our press release request management template will help you bring all your team together and manage the PR request process in real-time. It will make the whole workflow of PR request management much easier for you. With this template, you will be able to do the following: Manage all the PR requests from different channels in one place Track the status of the press release requests (Due, Approved, Pending, Rejected, etc) Record the contact name for every PR request  Record the press release date for every PR request you receive  Store the description of the press release request  Track the type of PR requests you receive (Event, Daily News, Hiring Updates, etc) Track the details of the press release for every request that you receive  Track the press release associated with every contact  Keep a record of the publication website  Store details of PR contacts (Photograph, Phone Number, Email, PR request send, Number of requests sent, Number of press releases approved, Number of press releases pending, etc) Take your organizational skills a step further by incorporating various automation, security, and privacy features that Stackby has to offer to you and smoothen your workflow even more. Use our Press release request management template right away and enhance your productivity.

A product launch template is necessary to ensure that your product launch plan is on schedule. Ensure that nothing is left behind, prioritize all the features of your product, and ensure that the whole team is on the same page when it comes to your product launch. What is a product launch? A product launch is the amalgamation of a company’s united efforts to debut a new product in the market and make it available for the public to purchase. It serves many purposes for the organization, such as fostering brand recognition, expansion, attracting new customers, and boosting profits. Whenever your team is going to launch any product in the market, they will need a product launch plan to follow through. Your product launch plan is going to be a blueprint that not only will keep your team updated about the multiple goals for the product; it will also create a to-do list for the team. Following your product launch plans, your product marketing team will need a checklist to track every task in the product journey. But maintaining a checklist is very tedious if it has to be done separately for every element or activity; this is where the product launch plan template steps in. Why do we need a product launch template? A product launch template will help you keep track of every activity regarding the product launch. It will also let you know about the status and every other detail of each stage of the product launch at a glance. Proper communication, setting up clear goals, a strict timeline, and other processes are essential parts of any product launch. This is why a lot of teams start off by creating a product launch checklist from the start. A product launch template will help you keep all the launch details clear and keep the cross-functional teams connected. It will help you visualize a complete timeline for the product launch and share goals, messages, and keep a tab on the status of work assigned. You will be able to pull out any details regarding the product launch at any time and analyze it for future use. A product launch template makes your work quite accessible and convenient to everyone involved. How to create a great product launch plan? 1. Do customer research: find what your potential customer requires and whether their needs match your plans. 2. Create actionable goals: set product goals, sales goals, and marketing goals, and list out the key performance indicators (KPIs) for each. 3. Organize your product launch template: visualize your strategy and save time using our product launch template. What is included in this product launch plan template? We wanted to include a basic framework of product launch in our template so that it can also act as a product plan launch checklist template for you. Our product launch template includes three tables: 1) All Features: This table includes details about the features of the new product. For instance, feature status (in progress/ready, etc.), product leads, product theme, feature description, launch email, press release, and so on. 2) Product Launch: This table includes details about the product type, its description, features, etc. 3) Monthly Newsletter: This table includes details of the monthly newsletter published to share updates on the new features added to your product. How will Stackby’s product launch template help you? The product launch template from Stackby will help you review the overall performance of the new product launch. Using the Product Launch Template, you will be able to: Record all the details of each product or feature launch on a single interface. Add images and documents related to the product to the template itself. Track the feature status in real-time (Ready/ Completed/ In-Progress/ Not Started). Assign a lead to each product. Track the theme of all the products (New Product Launch/ Software Update/ etc.). Store a description of the features. Monitor the target completion and target launch date. Track the launch status of each product or feature. Keep track of the press release, blog post, launch email, support article, ads, and promotions. Track the complexity and value of each launch. You can access the product launch template in the Kanban view as well, which will help you keep track of various products’ status. You can also access the calendar view to keep track of the important dates regarding the product launch. Who will find this product launch template helpful? This template will be best used by product marketing managers, product launch teams, marketing teams, engineering managers, startups, and SMEs. The product launch template is completely customizable, and you can categorize the data and filter it accordingly. If you are gearing up for your next product launch, this is the template for you!You may also find these templates useful: Product Roadmap, Product Competitor Analysis

A technology roadmap helps business leaders plan which, when, and why certain technologies will be onboarded. For instance, you may need a new plan implementing a security log filter. In other words, your technology roadmap plan defines your digital transformation goals.  Why do you need a technology roadmap? Think it through: Whenever you decide to introduce some new IT changes in your company, you must think of how these changes will affect your business. For instance, if you want to upgrade to new servers, you need to find out how to store the current data of every employee.  Summarize your strategy: An IT roadmap makes it easier for you to present your ideas and aspirations to all your team members and business stakeholders. This way, you can seek their support.  Keep yourself on track: Your technology roadmap helps you keep on track during the digital transformation process. You can prepare yourself for any kinds of risks or challenges that may arise during the transformation.  Who can use Stackby’s technology roadmap template? Business owners, product teams, IT teams, development teams, entrepreneurs, and product managers can use Stackby’s technology roadmap template.  What are the features of Stackby’s technology roadmap template? Our easy-to-use technology roadmap template includes three tables: Initiatives table that helps you keep a record of all the proposed changes in your company, Milestones table that tracks every digital transformation milestone and Owner table that tracks the manager of every digital transformation task. With our technology roadmap template, you can: Track every technology that needs to be incorporated in your business.  Record the start date and end date of every initiative.  Track the status of each initiative (in process, complete, backlog). Track the person/ manager responsible for that initiative.  Track the progress of every initiative in the technology roadmap.  Track the effort put in incorporating a technology initiative.  Rate the technology initiative incorporated in your business.  Track every digital transformation milestone for your business.  Record the team members details responsible for incorporating a technology initiative.  How to build a technology roadmap with Stackby? 1. Identify the goals: The first step to build a technology roadmap is to find the “why” or the reason behind incorporating a technology in your business. Ensure that this change is truly beneficial for your business.  2. Determine your audience: Who is going to see this technology roadmap? Make sure you create the roadmap accordingly. Stackby allows you to visualize your roadmap in Calendar view, Kanban and Grid view so that you can build the roadmap accordingly. 3. Establish your theme: Think of the actions or initiatives that are of highest priority and should be implemented first. Prioritize every initiative on this basis.  4. Share your roadmap: Invite team members, stakeholders, etc to view or edit your technology roadmap. Stackby allows you to set permissions as you require so that you can restrict who can view, edit or update your roadmap.  5. Assign responsibilities: Based on your strategic technology roadmap template, you can assign different initiatives to different team members/ managers and ensure continuous progress.  Other startups and technology related templates: Team Meeting Agenda  Product Roadmap  Risk Assessment  

Are you tired of piecing together various tools and spreadsheets to manage your content marketing efforts? Need a centralized platform that provides a 360-degree view of your content strategy? Introducing Stackby's Content Marketing Strategy Template - a game-changer for marketers. With advanced features and customizable tables, it enables you to refine your strategies, optimize your content mix, and drive meaningful results. Read on to learn more: What is Content Marketing Strategy? A content marketing strategy is a roadmap that outlines how a company will create and distribute valuable and relevant content to attract, engage, and retain its target audience. It involves identifying audience personas, setting clear objectives, selecting appropriate content channels, and measuring the effectiveness of your content initiatives. Importance of Devising Proper Content Marketing Strategy In today's competitive digital landscape, a well-crafted content marketing strategy is essential for businesses to stand out, drive customer engagement, and achieve their marketing goals. It enables you to build brand authority, establish meaningful connections with your audience, and drive profitable actions. A Brief Overview of Stackby's Marketing Content Strategy Template This marketing plan template by Stackby provides a comprehensive solution to streamline your content marketing efforts. It offers a range of pre-built tables and customizable features to suit your needs. From setting marketing goals to tracking campaign performance, this template covers all essential aspects of content marketing strategy. Who is This Content Marketing Strategy Template for? This content marketing strategy template is suitable for marketing professionals, content creators, and businesses of all sizes who want to take their content marketing to the next level. Whether you are a seasoned marketer or just starting, this marketing plan template provides a structured framework to guide you through the process of developing an effective content marketing strategy. Why Do You Need Stackby's Content Marketing Strategy Template? Streamline your marketing efforts and create a well-defined strategy for success. Manage your marketing campaigns and assets in one centralized platform. Track and analyze the performance of your content initiatives, enabling data-driven decision-making. Stay organized and never miss a deadline with built-in calendars and task management. Access pre-built templates and frameworks to jumpstart your marketing strategy. Table Included in Our Content Marketing Strategy Template Initiatives: This table allows you to keep track of your marketing initiatives, including content creation, social media campaigns, email marketing, and more. Set goals, assign tasks, and monitor progress to ensure successful implementation. Team: It helps you maintain a directory of your marketing team members, roles, and responsibilities. Facilitate seamless collaboration and communication within your team. Platforms: With its aid, you can track the performance of your marketing efforts across various platforms, such as social media, website analytics, advertising campaigns, and more. Gain insights into which platforms are generating the most engagement and conversions. Remember, you can link two tables using the Link Column Type, enabling you to establish connections between different data points within this template. It promotes data integration and facilitates comprehensive marketing analysis and reporting. Ways to Customize Our Marketing Strategy Template Modify the existing tables and fields to match your unique marketing objectives and key performance indicators (KPIs). Add new tables or import data to incorporate additional metrics and analytics relevant to your business. Integrate external tools and APIs to streamline data synchronization and automate workflows. Tailor your template by integrating reporting, time management, etc., apps for seamless workflow management. Add power-ups like Stack Export, Microsoft Excel Importer, etc., to extend the functionality further. Ready to Kickstart Your Success Journey? Sign up for Stackby today and experience a seamless marketing strategy management experience that will take your marketing efforts to new heights! Check out other related Templates : Ad Campaign Planning TemplateB2B Content Calender Content Marketing Management Content Planning   

An employee attendance tracker is a spreadsheet used by businesses or organizations to keep track of the attendance records of their employees. The template usually consists of features such as total working hours, overtime, leave balance, and other relevant metrics. Using an attendance tracker can help employers efficiently monitor employee attendance, identify trends or patterns, manage their leave requests, and ensure compliance with company policy or labor regulations. Stackby’s Employee Attendance Tracker Template Stackby’s Employee Attendance Tracker Template is a comprehensive solution designed to streamline the management of daily and monthly employee attendance records within your organization. This customizable template offers a user-friendly interface and allows easy setup and maintenance of attendance data by leveraging form filters and customizable columns. This template simplifies the process of tracking employee attendance and sharing the efficiency and accuracy of each employee. Characteristics of Stackby’s Employee Attendance Tracker Template Customizable Interface The template provides the flexibility to customize columns, forms, and filters according to the specific requirements of your organization, ensuring that the attendance tracking process aligns with your unique workflow. Formal Integration With integrated forms, capturing employee attendance data becomes seamless, and employees can submit their attendance information conveniently through these forms, eliminating the need for manual data entry and reducing the chances of errors. Advanced Filtering Options The template offers a range of filtering options, allowing users to quickly sort and group attendance data based on various parameters such as name, ID, picture, phone number, and month. This facilitates efficient analysis and reporting. Centralized Data Storage Buy consolidating all attendance-related information within a single template. Stackby enables centralized data storage, which simplifies access to attendance records, making it easier for administrators to retrieve and manage data as needed.  File Upload Capability Users can leverage specific columns within the template to upload files related to attendance, such as documents or images. This feature enhances data organization and enables comprehensive documentation of attendance-related details. Why Stackby’s Employee Attendance Tracker Template There are certain reasons why you should switch to stack if you are using any other template. Customization and Flexibility Stackby distinguishes itself from other employee attendance tracker templates by offering unparalleled customization and flexibility, unlike the rigid templates that impose predefined structures. Stackby allows users to tailor every aspect of the attendance tracking system to their specific requirements. With customizable column forms and filters, organizations can adapt the template to a line perfectly with their unique work flows and preferences. This level of flexibility assures that the attendance tracking process remains highly efficient and adaptable even as organizational needs evolve over time. Integration Another key differentiator of Stackby is its emphasis on integration and collaboration, while many other attendance trackers focus solely on individual data entry and management. Stackby facilitates seamless collaboration among team members with features such as real-time update commenting capabilities and file attachment features that transform the attendance tracker into a collaborative endeavor. This enables the team to work together more effectively, share insights, and address attendance-related issues proactively, ultimately enhancing overall productivity and cohesion within the organization. Scalability and Innovation Stackby sets itself apart from other templates by prioritizing innovation and scalability. Unlike static solutions that may struggle to accommodate the changing needs of growing organizations, this stack is designed to scale effortlessly along with businesses. Whether it is adding a new feature, integrating with other tools, or accommodating a larger work force stack, it remains adaptable and future-proof. Furthermore, it continuously innovates and updates its template with new functionalities and enhancements, sharing that users always have access to the latest tools and technology for efficient attendance tracking. Why choose Stackby’s Employee Attendance Tracker Template? When considering an employee attendance tracker template, choosing Stackby offers numerous advantages over other options. First, the unparalleled customization and flexibility empowered the organization to tailor the attendance tracking system precisely to their needs and ensure maximum efficiency and alignment with existing workflow. Additionally, Stackby emphasizes integration and fosters a culture of teamwork and transparency that enables teams to work together more effectively to manage attendance data and address issues proactively. Finally, the commitment to scalability and innovation ensures that the template remains adaptable and future-proof, providing long-term value and investment security for organizations of all sizes. Ultimately, by choosing the Stackby employee attendance tracker template, organizations can streamline the attendance tracking process, increase collaboration, and drive productivity to new heights. With its user-friendly interface, advanced features, and key advantages, this template empowers organizations to streamline the attendance tracking process and promote transparency within the workplace. Sign in today for a better experience!Check more related templates on Stackby Agency Talent Management Template Recruiting Pipeline Template Call Log Template

Nowadays the importance of social media cannot be overstated. It’s no longer just a tool for having online presence, it's a platform to engage with a larger group of audience. However without a powerful approach to social media analytics many businesses may find them in the dark. Tracking all metrics like engagements, followers growth, marketing campaign and the overall performance of the platform is immensely necessary. Without a clear insight derived from the information the agencies may risk making decisions that are to be predicted. There will be a lack of clarity and it may hinder the growth as well resulting in inefficiencies and missed opportunities. Stackby's Social Media Analytics Template Stackby’s Social Media Analytics Template is designed to be the reliable solution for organizations looking to improve their social media techniques. Whether you're a startup aiming to build your online presence or a large organization looking to refine your digital marketing efforts, our template gives you all the resources you need to succeed. How to Use Stackby's Social Media Analytics Template Here’s a detailed guide on how you can use Stackby’s Social Media Analytics Template: 1. Access and Customize: Begin by accessing the Social Media Analytics Template via Stackby's platform. Our template is specifically designed to fulfill all your social needs for social media. Customize your dashboard to recognize metrics that rely most for your enterprise. It can be engagement, targeted market, demographics, or campaign effectiveness. 2. Tailor Your Dashboard: We know that one size does not fit all organizations. Therefore Stackby’s social media analytics tracking lets you tailor your dashboard to suit your unique necessities. This customization ensures that your analytics efforts are aligned with your strategic targets. 3. Data Integration: Integration is seamless with Stackby. Connect your social media network analysis to streamline your work. You need to make sure that you are working with the updated records, eliminating the need for errors. 4. Analytical Insights: Generate social media analytics report to derive significant insights out of your data. Track improvements through the years, know top engagement intervals, and understand what content material. This deep dive into analytics empowers you to make knowledgeable selections that can improvise your social media presence.. 5. Generate Reports: Reporting made simplified with Stackby. Generate complete reports easily without any extra efforts. Whether you need to showcase ROI to stakeholders or your campaigns based on overall performance metrics, Stackby’s social media analytics dashboard fulfills all your requirements. Benefits of Using Stackby's Social Media Analytics Template Let’s explore the benefits of using Stackby’s Social Media Analytics Template into your workflow: 1. Time Efficiency: You can automate time consuming tasks and free up your valuable time for strategic assessment and decision making. 2. Comprehensive Analysis: Gain a comprehensive view of your social media’s overall performance in one centralized place. Compare performance metrics throughout channels to find out strengths and weaknesses to your strategy. 3. Customization Options: You can customize the template to satisfy your specific business needs and reporting necessities. From adjusting dashboard layouts to choosing the most efficient metrics, customization ensures that you’re taking pictures of the insights that count the most in your company. 4. User-Friendly Interface: Stackby’s intuitive interface makes smooth social media network analysis to navigate and use powerful analytics gear. Whether you are new to social media metrics or an experienced personnel, our platform guides you through the system with ease. 5. Data-Driven Decision Making: Stackby’s social media analytics report template empowers you to become aware of all the traits, understand the target audience, and optimize your social media approach for optimum impact. 6. Streamlined Tracking: Stay informed with streamlined tracking of key metrics over the years. Track adjustments in engagement, social media campaign performance, and adapt your strategy in real-time. All the insights can be easily derived from the template. 7. Professional Reporting: Impress stakeholders with a professional report that exhibits your social media success. Whether you are showcasing it to a client, executives, or a team, this template makes sure you speak about your achievements successfully. Conclusion Stackby’s Social Media Analytics Template is more than only a template; it’s a strategic asset for any companies who are bound with social media efficiently. By integrating our template into your workspace, you empower your team to make informed decisions, optimize campaigns, and work significantly. Say good-bye to hectic social media management. Embrace self belief that includes the use of Stackby’s Social Media Analytics Template. Unlock the full potential of your social media with Stackby.

It’s clean to get hit by the sheer volume of responsibilities vying to your interest in this bustling digital world. Do you frequently locate yourself stuck in the cyclone of urgent demands, leaving other important and urgent duties? Are you trying to find a way to successfully retake control over your priorities? The solution lies in Stackby’s Eisenhower Matrix Template. Why you Need Stackby’s Eisenhower Matrix Template? Effective time control is essential for fulfillment, whether you're handling a venture, managing a team, or juggling private companies, without a clear system to distinguish between obligations that are urgent as opposed to the ones which can be essential, you risk spending it slow on reactive duties at the price of strategic planning. The Eisenhower Matrix, additionally known as the Urgent-Important Matrix, offers a defined approach to fixing this hassle. It enables you to categorize your tasks into four quadrants primarily based on urgency and importance, permitting better decision-making and more suitable productivity. Stackby’s Eisenhower Matrix Template is an effective tool designed to deliver readability and easy convenience to your assignment control method. This smooth-to-use template integrates seamlessly with your each day workflow, whether you prefer a spreadsheet format like Excel, or a collaborative platform similar to Google Sheets. Here’s the way it works and why it’s your best answer for learning time control. How to Use Stackby’s Eisenhower Matrix Template 1. Start by using Defining Tasks: Enter your tasks into the matrix. Each mission may be categorized primarily based on key criteria: urgency and importance. 2. Assign Tasks: Allocate obligations to precise crew members or non-public classes. This enables distributing duties and making sure that every mission is managed by way of an appropriate character. 3. Set Deadlines: Use the template to set clear start and cease dates for every task. This function enables you to live on top of deadlines and manipulate a while effectively. 4. Track Progress: Update the fame of each task as you flow via your workflow. Label responsibilities as Scheduled, In Progress, or Completed to maintain all difficulties informed and track progress effortlessly. 5. Customize Your View: Tailor the template to fit your needs through adjusting rows, columns, and format. You can transfer among spreadsheet views for precise undertaking management and calendar view to visualize closing dates and track important dates. Benefits of Stackby’s Eisenhower Matrix Template Enhcnced Clarity: By categorizing duties primarily based on urgency and importance, you gain a clear overview of what wishes instant interest and what may be deliberate for later. Improved Time Management: With the potential to assign duties, set cut-off dates, and track development, you could manage some time extra efficiently and ensure that no mission falls through the parts. Customizable and Flexible: Whether you pick a template that resembles Excel or Google Sheets, Stackby’s Eisenhower Matrix Template may be without problems customized to suit your particular requirements. Collaborative: Share the matrix with your crew to foster better collaboration and conversation. Everyone can view and update the venture reputation in real time, making sure that all participants are aligned. Versatile: Use the template for both private planning and professional initiatives. Whether you’re handling a complicated project or in reality organizing day by day tasks, this template adapts to your desires. Get Started with Stackby’s Eisenhower Matrix Template today!

Companies promote and sell their products via several platforms and avenues. One of these avenues is affiliate marketing. What is affiliate marketing? Consider a scenario where your company has launched a product. If you want to increase your product's sale, you can offer a financial incentive to a promoter via an affiliate program. Affiliate marketing is based on a revenue-sharing model. A commission rate is fixed. The amount earned by each affiliate depends on the revenue they generate via the sale of your product. A fixed percentage of this revenue is offered to the affiliate as a commission. Affiliate marketers promote and sell your product and earn based on their performance. Any organization or business can use affiliate marketing to increase their sales and revenue from solo entrepreneurs to multinational companies.  It allows companies to reach a wider audience pool and increases brand awareness to a large extent.   The affiliates employed by a company are often renowned influencers and promoters. This also helps in attracting more customers to your product. It is a cost-effective method to promote your product and reduces the revenue you would have spent marketing the product yourself. Are you facing difficulty tracking your affiliate’s revenue and commission? Looking for a tool to help you track the payments made and due to affiliates? If your answer is yes, then Stackby’s Affiliate Tracker is your solution! The Affiliate Tracker is an all-in-one template that will enable you to monitor your affiliate's revenue and track the commission due to each of them. This template is easy-to-use and will make your job easier. Here’s how you can use Stackby’s Affiliate Tracker to streamline your work. This template will allow you to: Record the details of all the affiliates on a single interface. Track the revenue generated by each affiliate during a particular period. Store the commission rate allotted to each affiliate. Using the revenue earned, you can now generate the affiliate's commission during the same period. Record the date on which the payment is due to the affiliate. Monitor the current status of the payment corresponding to each affiliate (Completed/ Pending). Add notes to the details of each affiliate wherever necessary. Add the month and corresponding year for which the details of revenue and commission are being recorded. You can also view the data for a particular month separately using this template. In addition to this, the template also offers an in-built Affiliate Revenue Report Form. Your company can use this standard form to collect all the information related to the revenue generated by each affiliate. With this Affiliate Tracker template, you can maximize the benefit you receive from your affiliate marketing program with minimum effort! Keep track of all the details easily in one place and for free with Stackby’s Affiliate Tracker Template.

Public Relations is the management of the communication or the flow of information between an organization or individual and the public so that it reaches the customers the way you want and changes their perception. When you must maintain client information for PR purposes, whether you are doing it for an individual or an organization, the number of tasks you need to do and the plethora of information you must maintain, and the track is too much. Keeping up with every task and remembering every piece of information can be a bit too much. A PR tracker will help you out with this and make you productive by maintaining and keeping track of all the information for you in a single platform. Why do we need a PR Tracker Template? A public relation tracker template is used to keep track and to manage the PR tasks and projects. Whether you must manage multiple clients or a PR manager, a PR tracker will help you monitor all your PR tasks on a single platform. You can include your publication links, keep track of your client's contact details, and organize your information to ensure your PR efforts are as smooth as possible. With a professional PR tracker that keeps all your PR related information stored safely and tasks organized, you will become more efficient and productive. You can also collaborate with other team members by sharing the template so that all of the people responsible for client management are on the same page. You will be able to pull out any information conveniently and analyze it for future use. It is very effective and easy to use with easy accessibility anytime. Who will find PR tracker template useful? This template will be useful for PR agencies, PR managers, marketing teams, business owners & SMEs. How will Stackby’s PR Tracker Template help you? With Stackby's PR tracker template, you will be able to track and organize all the PR information you need to manage in a single platform and save an immense amount of time. With the PR Tracker Template, you will be able to: Track all your targets in one place. Record the phone number and email address in each case. Track the contact person assigned to each target. Track the status of the communication (Reached Out/ Follow Up/ Closing/ Rejected). Record the agenda in each case (Marketing/ Sales/ Advertisements/ Funding/ etc.). Store the details of the pitch for each client. Monitor the date of the initial contact and last catch-up. Track the total targets allotted to each contact person. You can also store their contact details here in the pr tracker template. It is quite easy to update the PR tracker template and add your details manually by your own hands or by uploading an existing excel sheet. You can then categorize it the way you want. Checkout more related Templates : Product Competitor Analysis Applicant Tracker Employee Directory

Nowadays businesses face numerous challenges in identifying and optimizing the advertising growth of their channels. The competition here is fierce and the resources are limited. Certain business owners and marketers struggle to find the best techniques for growth. They also maintain expenses underneath control. This is where Stackby’s Traction Channel Template comes into play. The Problem: Navigating the Marketing Maze Business owners and entrepreneurs often discover themselves crushed by using the plethora of advertising channels available. From social media and content material advertising to paid advertising and SEO, the alternatives are infinite. The assignment lies in determining which channels will yield the first-rate outcomes to your particular business. Without a scientific approach, it is smooth to waste time and money on strategies that don't deliver the preferred effects. This lack of clarity and attention can cause frustration, missed opportunities, and stagnation in business growth. The Solution: Stackby's Traction Channels Template Stackby’s Traction Channels Template is designed to address these demanding situations head-on. This complete tool lets you measure and prioritize your advertising and boom channels efficiently. By the use of this template, you may pay attention to strategies which might be most possible to deliver a go back on funding (ROI), limit costs, and drastically increase your effect. How to Use Stackby's Traction Channels Template Using Stackby's Traction Channels Template is easy. Here’s a step-via-step manual to get you started: 1. Identify Your Channels: Start with listing all of the capacity advertising and growth channels you are considering. This could include social media platforms, email marketing, search engine optimization, content marketing, paid commercials, partnerships, and many more. 2. Rate Each Channel: Look at the work needed, value, and capacity effect for each channel. Stackby's template helps you establish each channel's potential in an objective way by providing an organized approach to reach each one entirely on those parameters. 3. Prioritize Your Channels: Once you have rated each channel, the template will assist you to prioritize them. Focus on the channels with the highest ratings, as these are possibly to offer the exceptional ROI. 4. Track Performance: Use the template to display the overall performance of every channel over the years. This ongoing tracking allows you to make records-driven selections and alter your strategies as wanted. 5. Optimize and Repeat: Continuously optimize your channels primarily based on performance statistics. The template makes it smooth to revisit and refine your method, ensuring you are continually operating in the direction of the most effective growth channels. Benefits of Stackby's Traction Channels Template Using Stackby's Traction Channels Template provides several benefits for business owners and entrepreneurs: 1. Systematic Approach: The template offers a dependent and systematic way to assess and prioritize advertising channels, putting off hardwork from the equation. 2. Data-Driven Decisions: By scoring and tracking every channel, you may make informed, data-driven decisions that are more likely to provide you great results. 3. Cost Efficiency: Focus your sources on the most promising channels, minimizing waste and maximizing your advertising and marketing price range. 4. Larger Impact: You can achieve better results with less work if you concentrate on the high-impact tactics. 5. Adaptability and Flexibility: The traction channel template is user-friendly and completely customizable to meet the needs and specifications of your business. It allows continuous adjustments and improvements only on the basis of overall performance data. Why Choose Stackby's Traction Channels Template? There are many templates available for entrepreneurs, but Stackby's Traction Channels Template stands out due to numerous benefits: Ease of Use: The template is designed to be intuitive and user-pleasant, making it accessible even for people with limited advertising and marketing budget. Comprehensive Coverage: It covers a huge variety of marketing channels, supplying a holistic view of your potential strategies. Customizable: You can tailor the template to fit your particular enterprise necessities and goals. Proven Effectiveness: Many agencies have successfully used this template to streamline their advertising and marketing efforts and attain a sizable boom. When discussing the importance of optimizing traction channels, it’s really worth bringing up related concepts like a traction chiropractic desk, which enables align and assist the frame, similar to how the traction channels template aligns and supports your advertising method. Similarly, simply as a traction chiro helps in relieving stress and promoting better function, this template relieves the stress of marketing uncertainty and promotes better enterprise overall performance. Think of it as a traction chain that hyperlinks all of your advertising efforts right into a cohesive and powerful method. Are you ready to take your advertising approach to the following degree? Don’t allow the complexity of a couple of advertising channels to keep you back. Harness the strength of Stackby’s Traction Channels Template to streamline your efforts, make knowledgeable selections, and force growth like never earlier than.

With new companies emerging by the hour and achieving success, the competition for any available market is bound to increase rapidly. Competition drives innovation and creativity and gives you that extra push that’s needed to boost sales and revenue. There is no field or aspect of business that has been left untouched by competition. What is competitor research and analysis? When you identify, analyze, and research your competitor’s products, business plans, and marketing strategies, it is called competitor analysis. Before we move any further, let’s understand its importance. Why is competitor analysis critical? In the current market climate, you won’t find a single successful company that hasn’t devoted a significant portion of its product competitor analysis resources. The question is, why? Competitor analysis is critical as it: Determines the strengths of your competitor’s product. You can use this information to analyze and improve your product. Points out the weaknesses of the same, giving you an edge over your competitor. It helps you estimate your sales and returns by keeping track of the various players in the market. Allows you to research and eventually adopt the best practices in every aspect of the business by analyzing your competition strategies. It gives you an idea of the current and upcoming marketing trends to plan and implement your business accordingly. Competition can be both direct and indirect. Regardless of the type of competition or the size of your business, it is clear that no company can afford to ignore the numerous advantages associated with competitor analysis. However, with an expanding market and companies stepping up to conquer it, keeping track of all your competitors can be quite a hassle. That’s why we’re here. Our Product Competitor Analysis Template, also known as competitive analysis template, helps you to: Record detailed information of all your competitors on a single platform.  Store the website URL of your competitor for future use. Track the products launched by each competitor and the average price associated with each product for comparison. Store the type of each product. Keep detailed records of the strengths and weaknesses of each product. Track the marketing strategies and channels associated with each for all your competitors. Monitor the popularity of your competitor’s product. Create a checklist to understand which features are associated with which competitor’s product. Track the number of competitors for each type of product. Monitor, track, and update the details regularly. Stay ahead of the curve by keeping an eye out for the competition effortlessly with our Product Competitor Analysis Template. Things you should include in the Competitive Analysis Template ? Company Information : Company name, size, location, and history. Key leadership and organisational structure. Financial performance and stability. Product Information : Detailed description of products or services offered. Unique selling propositions (USPs). Pricing strategies. Market Information: Target market and customer demographics. Market trends and dynamics. Regulatory factors affecting the market. SWOT Analysis: Strengths, weaknesses, opportunities, and threats for both your company and competitors. Competitive Advantage : Identify and analyse what sets your company apart. Assess competitors' advantages and how they position themselves in the market. How to Find Market Information for your Competitor Analysis Template ? Industry Reports: Access industry reports from reputable sources. Look for market trends, growth projections, and key players. Financial Reports: Analyse competitors' financial statements for insights into their financial health. Look for revenue, profit margins, and any patterns in financial performance. Customer Reviews and Feedback: Explore online reviews and feedback to understand customer satisfaction. Identify common strengths and weaknesses mentioned by customers. Social Media and Online Presence: Monitor competitors' social media profiles for engagement and sentiment. Assess their website, content, and online marketing strategies. Networking and Industry Events: Attend industry conferences, trade shows, or networking events. Gather information about new products, partnerships, or strategies. How to Use Competitor Analysis Template using Stackby Sign up for Stackby: Create an account on the Stackby platform. Choose or Create a Template: Use a pre-existing Competitor Analysis Template or create a new one from scratch. Customise Fields: Modify the template to include specific fields relevant to your industry and business needs. Input Data: Enter data for each competitor, including company information, product details, and market insights. Collaborate and Update: Share the document with your team for collaboration. Regularly update the information as the competitive landscape evolves. Integrate Tools: Stackby allows integration with other tools. Consider integrating data sources or tools for real-time updates. Analyse and Make Decisions: Utilise the data in the template for analysis. Make informed decisions based on the insights gathered. Remember, the key to an effective Competitive Analysis Template is keeping it up-to-date and leveraging the insights gained to refine your business strategy.  Check out other related Template :Agile Product Planning Template Sprint Planning Product RoadmapsUser Research 

Whether you’re developing an app or website, the ultimate goal is to cater to the needs and requirements of customers! It is the customers who will determine your success or failure in the end. What is customer success? The concept of customer success is not new. When a customer uses your product, if their needs are met, and they get the desired outcome, we term it as customer success. A company is required to understand customer needs and anticipate any future challenges to form a strategy that will ensure maximum customer success. The needs of the user should be in perfect sync with the goal of the company. To be able to meet customer needs and address potential problems to achieve customer success, you must have a clear idea about when, how, and why customers are using your product. With our Customer Success Management Template, you will be able to monitor these details in a more organized manner.  Where does Intercom come in? For improved customer satisfaction and success, you have to provide the best possible customer support. Intercom allows you to do just that. With its conversational customer engagement and support services, you can connect with your customers and significantly enhance their experience. This, in turn, will help you forge long-lasting relations and boost your sales and revenue! Supporting customers via Intercom will give you a great deal of information on your customer profile and product usage. Starting from the duration and number of user sessions to when they were last seen on your application, you can get access to a wide variety of useful customer data! Keeping track and regularly updating such data can prove to be a tedious task. That’s why we are here! We here, at Stackby, have meticulously planned and developed a one-of-a-kind Customer Success Management Template! By connecting a column to the Intercom API, you can now import all the user data generated in Intercom to the success plan template. This automated template will eliminate the need to manually enter data about each client or customer. Using Stackby’s Customer Success Management Template, you will now be able to: Keep track of the details of your users or customers automatically via Intercom API. Record the name of the users. Store the email ID and relevant contact details of each user on a single platform. Track the city and corresponding country to which a particular user belongs. Record the current session count and other data, including the duration of each session. Import other relevant information (like custom events that you configure for your product) from Intercom. Monitor, track, and automatically update the data related to all users and customers. Customer engagement and customer success management have never been so easy. Check out this automated customer success management template to track everything about your users and build custom cohorts. 

Employees form the biggest and most important asset of any company. Since they are responsible for all the work, the success of your company is on their shoulders. They are the building blocks that workday in and day out to construct your company from the ground up.  In an increasingly competitive market, hiring and retaining the best talent is essential for your business. How are you supposed to keep track of all your employees and their information in the best possible way? This is where an employee directory comes in! What is an Employee Directory Template? Put in simple words; an employee directory is the central repository of every single detail about each employee in the company. Starting from the date of birth, contact details to the name of their supervisor, it stores and regularly updates all employee-related information. 5 Steps to Follow Employee Directory Template? Customise Your Directory Tailor the template to fit your organisation's specific needs by adding or removing fields as necessary. Include essential information such as employee names, contact details, department, position, and any other pertinent details. Streamline Your Data Entry with Forms  Utilise forms to simplify data entry. This can help ensure consistency and accuracy in the information collected. Forms can also be used to update existing information, making it easier to keep the directory current. Customise Directory Access for Better Access and Privacy  Implement access controls to ensure that only authorised individuals can view and edit specific sections of the directory. Balance transparency with privacy considerations, making sure sensitive information is protected. Automate Important Reminders Set up automated reminders for key events, such as employee birthdays, work anniversaries, or certification renewals.  Automation can help ensure that important dates are not overlooked and that the directory stays up-to-date. Integration with Project Managers  Integrate the employee directory with project management tools to enhance collaboration and streamline communication within teams. This integration can facilitate the assignment of tasks, tracking of project progress, and overall project management efficiency.  Why is it essential to create and maintain an employee directory? Is it worth dedicating your time and resources towards the upkeep of an employee directory? Yes! Here’s why! Updated contact details of employees ensure seamless communication and can help prevent future communication gaps. Medical and emergency contact details can prove to be useful, especially in emergencies. Department wise segregation allows you to monitor the current strength of each department. Details of the supervisor of each employee increase accountability in the company. The duration of stay of each employee allows you to analyze overall employee satisfaction. Keep track of employee appraisal. You can add more benefits to this list!  As an owner or manager, it is your responsibility to record and regularly update all the requisite details of employees of each department. Are you facing difficulty managing all the details? Stackby is here to your rescue! With our Employee Directory Template, keep track of your employee list and information on a single platform! Why should your business adopt an employee directory template? Efficient Information Management: Helps in centralising and organising employee information, making it easily accessible and reducing the time spent searching for details. Improved Communication: Facilitates communication within the organisation by providing quick access to contact information, which is crucial for collaboration. Enhanced Privacy and Security: Allows for customization of access controls, ensuring that sensitive information is protected and only accessible to authorised personnel. Streamlined HR Processes: Simplifies HR processes such as onboarding, tracking employee progress, and managing personnel changes. Automation for Time-Saving: Automating reminders and updates saves time and ensures that the directory is always current. Tips & Tricks of using Employee Directory Template Regularly update the directory to reflect any changes in employee information. Encourage employees to review and update their own information regularly. Provide training on using the directory to ensure widespread adoption. How to use the Employee Directory Template by Stackby? Stackby is a collaborative workspace tool that combines the flexibility of spreadsheets with the power of databases. Create a new "Employee Directory" stack and customise it according to your needs. Use different column types for various information (text, date, dropdown, etc.). Leverage Stackby's features like forms, automation, and integrations for a seamless employee directory management experience.  Using Stackby’s Employee Directory Template, you can: Record the list of employees in the entire company or organization. Divide the employee into a different department on the same interface.  Store the current job title of each employee. Record the date of joining and the total number of years in the company. Record the current supervising officer of each employee.  Track the last and next appraisal date. Store relevant medical information including, but not limited to, blood group, disclosed allergies, emergency contact person, and relation to the given contact. Store a photo of each employee. Record the educational qualifications of your employees.  Store updated contact information, including phone number, residential address, and email address used. Record the benefits available to each employee, such as EPF, gratuity, paid leave, group insurance, dental, and conveyance. Monitor and regularly update all information as and when necessary. Our directory template will help you manage your employee information most efficiently with minimal effort and hard work. If you're tracking your job applicants, check out this easy to adopt Applicant Tracker template. Check out Related Templates: Agency Talent Management Template Employee Onboarding Form & Onboarding Template Employee Feedback tracker Template Employee Performance Management Employee Feedback Form 

In this ever-changing world, new and creative products are entering the market every day. To keep up with the current trends and maximize their revenue and profit, companies need to continuously adjust and adapt their products and services according to customers’ requirements and demands everywhere. Companies design and develop new products with added features to attract new customers and retain potential customers. So, the question arises. How do companies do that? The answer lies in product planning. Product planning is the process of searching and developing new ideas for a product, sorting out the best and profitable ideas, planning their development, converting them into actual products, and introducing them in the market after extensive marketing campaigns. This means creating a product roadmap to follow. What is product roadmap & planning? Product planning is not the sole responsibility of one person. It requires intricate planning and seamless coordination between multiple departments of the company. The process of product planning is a continuous and dynamic one. Therefore, the process requires a tool that can keep up with the task and our Product Roadmap template is ideally equipped for the job. During the initial stages, each step is carefully planned and allocated to different teams according to the company’s overall goal and objective. From research and development to customer service, the success of a product is dependent on the proper functioning of each department. To plan and create a product, a company formulates an overall high-level strategy called a theme. To execute this plan, it is broken down into multiple additional steps or epics, which are small strategic plans themselves. Each epic is further broken down into user stories, representing a small unit of development work that allows a user to complete a task or goal in the product. Epics, themes, and stories are used to classify the amount of work in a product planning endeavor. A particular epic has one common objective. It could be a feature, business requirement, or customer request. In other words, it is a placeholder for a required feature. An epic takes more than one sprint to complete. If there are multiple user stories with the same focus area, product planners create an epic and attach the stories to a particular epic. All of this is recorded via a product roadmap. Who can use a Product Roadmap template? This template is ideal for entrepreneurs, product managers, business managers, strategic heads, marketing managers and more to keep track of company's product roadmap, goals and milestones. Things to consider when using Product Roadmap Template Product Roadmap template is inspired from Agile Software Development Process where the product development is managed across sprints, features, epics, stories and releases. This template ensures how your features/stories and sprints are moving and making sure your product releases are on track and product goals are being on time for other stakeholders in your team to act. Why use a product roadmap template? Keeping track of the multiple stages of product development is a time-consuming and challenging task. Looking for a product roadmap template to make your job easier? Well, don’t worry! Stackby is here to your rescue. We have created a state-of-the-art Product Roadmap Template to assist you with your product plan. With this product roadmap template, product development will now seem like a walk in the park. Using Stackby’s product roadmap template, you will be able to: Track your product planning roadmap and milestones on a single interface. Record each epic created and attach a description and the corresponding story. Track each story and attach an ID to the same. You can also track its current status. Monitor the start date and end date of each sprint in the product development stages and its current status. Use the template’s in-built calendar to monitor the releases. Record the planned and actual release date. Monitor and update all the details of your product planning process with this product roadmap template. Some Stackby's Product Related Templates: Agile Product Planning Template  Sprint Planning  Product Planning Template   Bug Tracker  User Research 

While developing a software, app, or website, if there is an issue with the design, coding, or other specifications, it may lead to incorrect or invalid results. Such an issue is termed as a bug. It hampers the usability of your product and has a severe impact on user experience. Consider the following scenario. You have downloaded an app from the Play Store. However, you are not able to log in. The application may not be displaying notifications. These are just a few examples of the glitches one might face. Isn’t there a high probability that you will switch to another app that meets your requirements? The answer is yes. This is why it is imperative for any company producing technology products to identify and fix bug issues at the earliest. Stackby’s Bug Report Template helps companies do this easily. How will efficient bug tracking and fixing help you? Improves the quality of your company’s product and enhances user experience, which, in turn, produces loyal and long-lasting customers. Reduces the cost of development and leads to a high return on investment Increases your customer base and referral rate. People are more likely to refer your product to others if they’ve had a seamless experience using it. Identifies and isolates the areas of your product that report the maximum number of bugs. This will help you concentrate your resources on a particular aspect of the product. A well-planned and executed QA process will uncover almost all the defects of your product so that they can be fixed beforehand. What are the four key steps involved? Bug detection Bug reporting Bug fixing Product testing and Release To ensure that your product is bug-free, you must keep track of each issue from the detection to the final testing phase. This process can be quite tedious and cumbersome. That is why Stackby has a Bug Report Template! Using our bug report template, you will be able to: Keep track of each bug issue from start to finish and maintain a detailed issue log. With the Bug Report Template. Users will be able to: Assign a bug issue ID for better tracking. Record the date and time on which the bug was reported. Track the source of the report (User email/ Internal QA/ Beta user/ Customer Demo). Keep track of the current status of the bug (Not yet started/ WIP/ Completed/ Testing). Add a priority status to each issue (High/ Medium/Low). Assign a lead to every bug issue reported. Record the notification status of the issue. Track the module under which the bug has been reported (Registration/ Login/ User Invitation/ Notification/ Layout). Keep track of your entire team responsible for fixing bug-related issues. With Stackby’s bug report template, you can rest assured that all your bug reports will be analyzed and fixed at the earliest! Talking to your users is most important, if you're managing user research - check out this template as well.   Check out other related Template :Agile Product Planning Template Bug Tracker Project Planning Sprint Planning User Research 

Are you looking for new and innovative methods to increase the sale of your product and see your company grow? Let us introduce you to growth hacking experiments and the Growth Hacking Experiments Template. What are growth hacking experiments? Growth hacking is a relatively new concept. As the word suggests, growth hacking is solely concerned with the company’s growth. It involves a process where several experiments are conducted across a variety of channels to grow a business and expand its customer base. The concept of growth hacking has been around for a few years and is a significant reason behind the success of some very well-known start-up companies. It is less concerned with the process and more focused on the ultimate goal. While traditional marketing techniques aim to increase the traffic through your website, growth hacking, or growth marketing focuses on the entire customer journey. Growth hackers use data to track customers through their journey and conduct various experiments at each level to increase the overall growth of the company. Growth hacking is a data-driven, full-funnel marketing strategy! You may be wondering what the funnel is? Let’s breakdown the various parts of a growth hacking funnel: Awareness: Knowledge about your product. Are people aware of your product? Acquisition: The step of first engagement. What do customers see when they sign up? Activation: Did they sign-up for your product? What can you do to increase the chances that they will try out your product? Retention: Do they come back and buy again? What can you do to increase customer retention? Referral: Did they refer the product to their friends? How can you turn your current customers into channels of marketing? Revenue: How can you increase the revenue stream of your company? Due to its dynamic and experimental nature, keeping track of the entire process of growth hacking experimentation can be chaotic. Here’s Stackby’s Growth Hacking Experiments Template to the rescue! With our customizable Growth Hacking Experiments Template, you can create, strategize, and implement your growth hacks with immense ease! Using the growth hacking template, you can: Record all the growth hacking experiments planned and conducted. Add notes to each one for a better understanding of the process. Assign a category to each experiment (User Acquisition/ Automation/ Management/ Marketing/ Promotional Offer). Keep track of the channels on which the growth hacks are applied (Facebook/ Twitter/ Instagram/ Email/ Paid Ads/ Product Interactions/ LinkedIn). Track the funnel impact of each growth hack (High/ Medium/ Low). Assign a team to each experiment. Store the graphics related to each growth hacking experiment. Track the start and end date of each and monitor the status of the same (Yet to Start/ Planning/ Ongoing/ Completed). The Growth Hacking Experiment Template is highly customizable and can be modified to vibrate at the same frequency as your experiment, thereby ensuring that the whole workflow is as smooth as possible. Moreover, the recursive tasks can be automated for maximum efficiency. Brainstorm ideas and experiments and implement them with minimum effort with Stackby’s Growth Hacking Experiments Template!Checkout Related Templates :Project Planning 

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. 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. 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. C??heck 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. 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 after using a simple applicant tracker template. For instance, automated matching of the specific skills and requirements would only allow the best candidates to compete. 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. 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 employees who suit your organization’s ethics and work culture. 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  

How's Stackby User Research Template will help you ? For a company, managing its users’ experience is a very crucial task. To satisfy the users is the primary goal of any company to generate profit and keep the goodwill intact. Managing the users’ experience is essential for a company to take the product to the next level. Our User Research Template can help you out with that! A user research template is an answer for effectively managing all the data and research done by the company to know the experience of the consumers. You can manage any qualitative and quantitative data in this user research template by Stackby. All you have to do is copy the data and apply it in the template; that’s it! User research is typically done at the beginning of the project or any product development. It is done to know the perspective of the consumers and for the development of the product. There are two ways research is done: Qualitative: The type of research in which the information such as how a user thinks or feels. It is done to find the user’s opinion, emotions, and experiences. Quantitative: A quantitative data looks into numerical values, which can be read in a statistical form. It is generally used to quantify the opinions of the users. In user research, both qualitative and quantitative data is collected and is analyzed for the research purpose. The study can be used to develop and perform an existing product or apply to a whole new product. The need for user research is to find the answers to your questions. It tells you who your users are; In what context will they be using the product; and what are their expectations from you. Stackby’s user research template helps you manage all your research separately for the individual user and keeps it saved for future purposes. To conduct effective user research, you need to: Take note of what your users do.  Set upright questions in the questionnaire to get unbiased answers from the people/users. Think from the user’s perspective and do not make assumptions beforehand. Be ready to get surprised. With Stackby’s User Research Template, you can keep track of all the research and the interview stack, your NPS score, and all those companies which took part in the research. Having a user research template has its advantages. It helps a company manage its research to develop the product or design and a new one. It is always good to know what people think of your company or your company’s products. And this User Research template is there to lend you a helping hand. Checkout Related Templates :Project Planning Agile Product Planning Template Sprint Planning

Managing a project requires careful planning, efficient collaboration, and real-time tracking to ensure success. Whether you're handling a small personal project or a large-scale business initiative, having a structured system is essential. The Project Planning Template in Stackby is designed to help teams and individuals organize their tasks, set deadlines, manage resources, and monitor project progress seamlessly. This template is an all-in-one project management solution that eliminates the need for scattered spreadsheets, endless email threads, and disconnected tools. It provides a centralized platform where you can track every project detail efficiently and ensure smooth execution. Why Use the Project Planning Template? Project planning involves multiple components, such as: Defining project objectives and scope Breaking down work into manageable tasks Assigning responsibilities and setting deadlines Tracking project milestones and progress Managing team collaboration and communication Without a structured approach, projects can face delays, miscommunication, and inefficiencies. This template provides clarity and organization, ensuring that tasks are properly assigned, tracked, and completed on time. How the Project Planning Template Works in Stackby The Project Planning Template includes key tables that help streamline the entire project lifecycle. 1. Task Management Table List all project tasks with descriptions and priorities Assign tasks to team members with due dates Track status updates (To-do, In Progress, Completed) Attach relevant files and documents 2. Project Timeline Table Define project phases and key milestones Use Calendar and Gantt views to visualize timelines Monitor task dependencies and adjust schedules accordingly 3. Resource Allocation Table Manage team members, roles, and responsibilities Allocate resources such as budget, tools, and materials Avoid overallocation and ensure balanced workload distribution 4. Progress Tracking Table Monitor completed vs. pending tasks Track percentage completion of each phase Use automated updates and reminders to stay on schedule Each table is fully customizable, allowing you to tailor it based on your specific project needs. With features like real-time collaboration, automated workflows, and customizable views, you can plan and execute projects effortlessly. Key Features & Benefits Task Management Made Simple: Assign tasks, track deadlines, and monitor progress in one place. Real-Time Collaboration: Work with your team, update task statuses, and communicate seamlessly. Flexible Project Views: Switch between Grid, Calendar, and Gantt views for better visualization. Customizable Workflow: Adapt the template based on your project’s complexity and team structure. Automated Reminders: Stay on track with alerts for upcoming deadlines and overdue tasks. Seamless Integration: Connect with other tools for efficient project execution. Who Can Use This Template? This Project Planning Template is ideal for: Project Managers: Organize workflows, set deadlines, and track team performance. Startup Teams: Plan product development, marketing campaigns, and business operations. Freelancers & Consultants: Manage client projects and deadlines effortlessly. Software Development Teams: Use agile or waterfall methodologies to track progress. Marketing Teams: Plan campaigns, allocate resources, and monitor execution. Regardless of the industry, this versatile template can be adapted to any project type, ensuring structured planning and efficient execution. How to Get Started with the Project Planning Template Sign up or log in to Stackby to access the template. Import the Project Planning Template and customize it to fit your project requirements. Define project tasks, milestones, and deadlines within the template. Assign tasks to team members and allocate resources as needed. Use automation features to streamline updates and reminders. Track progress with real-time updates and adjust timelines as required. With Stackby’s powerful features, you can eliminate manual tracking and ensure your projects run smoothly from start to finish.

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

One of the basic management functions is to conduct meetings to execute the project at hand properly. However, the obstacle of cost, lack of time, and disorganization make it difficult for the team to execute the work according to the time and standards of the firm. In such a case, Stackby’s Team Meeting Agenda Template comes to the rescue that helps in planning meetings and saves time and money. How is the Team Meeting Agenda Template useful? The template helps the user to organize their meetings with ease. It helps them classify the meetings according to the date, time, and type and allows users to record their plans in detail.  The cost of having to issue separate templates for separate issues is dealt with since this template allows the user to prepare notes alongside their topics of discussion, and the conclusion of the meeting determines the role of the employees.  The agenda of the meeting is essential to be prepared since it gives the meeting a direction. The team meeting agenda template proves useful while planning the invites, the number of members included in the meeting, the team and its leader's role, and many more.  Its feature allows the topic to be discussed according to its type, priority, and content. This helps the firm manage time efficiently. The meetings can be recorded and linked to the team meeting agenda template. This allows the attendees to review the discussion and go over the reached conclusion when required.  Who will find this template useful? Business firms that take bulk contracts are likely to find this useful with other big businesses irrespective of their industry.Checkout Related Templates :Project Planning  

User story mapping is one of the main marketing strategies that help the company simultaneously improve its customer interaction and its products. The company needs to pay attention to customers' reviews if they want more engagement and more sales. Thus, Stackby makes it easier for businesses to reach out to their users for feedback for better product development with the User Story Mapping Template.  How will the Stackby User Story Mapping Template help your business? This template records the feedback of the customers who have tried out the products and services of the company. This allows the firm to make alterations in their output according to the demands of their customers.  The Stackby user story mapping template helps the firm improve customer interaction, while constructive criticism helps the firms improvise in their products and CRM strategies. The template allows the user to arrange the data collected based on the necessity as well.  The creation and maintenance of the user story also encourage other engagers to buy the company’s products in good faith.  Building this user story and its management increases employee efficiency since they understand their customers better and thus improve their work quality. Who will be finding this User Story Mapping Template useful? Product managers in marketing firms will be finding this template extremely useful. It will also prove beneficial for companies selling software products since they would have to develop the products according to the customer demands.Checkout Related Templates :Project Planning