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Free Financial Tracker Template

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Free Financial Tracker Template

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You can use spreadsheet software or a database management tool to create and manage these tables. Ensure that you use appropriate formulas or queries to calculate the total income, total expenses, and net overall amount for the month based on the data entered into these tables.

Other Related Templates

Bill of Material Template for tracking components and managing production in Stackby. Templates

Bill of Material

Tired of juggling multiple spreadsheets to keep track of your materials? Stackby's bill of material Template is your ultimate solution. Organize every component, streamline your production process, and enhance team collaboration—all in one place. With customizable fields, automation, and real-time updates, managing your materials has never been easier. Get ready to take your production efficiency to the next level! What are the benefits of using this template? Organize Your Material Efficiently Keep track of all your materials in one place with Stackby's bill of material (BOM) Template. This centralized system ensures you have all the necessary components listed and easily accessible. Streamline Your Production Process With every material and component detailed in one template, you can streamline your production process, reducing the chances of missing items and production delays. Enhance Collaboration Across Teams Whether it's procurement, manufacturing, or engineering, everyone can stay updated and in sync with real-time collaboration features, ensuring a smooth workflow across departments. Why should you use a BOM template? Managing a bill of material can be daunting. From listing every component to tracking costs, the process can be overwhelming. That's where Stackby's BOM Template comes in handy, making the task manageable and efficient. Smart table assortment With Stackby's BOM template, you can manage all your raw material, suppliers, purchase orders, and sales orders from the same place . These tables are interlinked in a way that will directly fetch the supplier ID, raw material ID, purchase order ID, and put it in the final purchase order table where the sales data can be calculated easily. No more switching between different spreadsheets — everything is centralized for easy access and management. Customizable Fields Tailor the template to your specific needs with customizable fields. Add details such as part numbers, descriptions, quantities, costs, and suppliers to keep all relevant information at your fingertips. Real-Time Collaboration Work together seamlessly with your team, no matter where they are. Stackby's real-time updates ensure that everyone is on the same page, enhancing collaboration and reducing miscommunication. Automation Automate routine tasks such as updating inventory levels, calculating total costs, and generating purchase orders. This allows your team to focus on more critical aspects of the production process. Data Visualization Visualize your data in various formats—use high-level dashboards, Gantt charts, Kanban boards, or colorful timelines to get a clear overview of your materials and production status. Make data-driven decisions with ease. Easy Access With Stackby, all your BOM information is stored in one visually appealing and easily accessible place. Your team can access the data they need anytime, anywhere, ensuring smooth operations. Trackability Monitor the status of each component from purchase to production. Stackby's tracking features ensure you always know the location and status of your materials, reducing the risk of delays. Who can benefit from this template? This bill of material Template by Stackby is perfect for: Manufacturing Companies: Keep track of all materials and components, streamline production processes, and ensure timely production. Engineering Teams: Manage detailed component lists, track changes, and ensure accurate project execution. Procurement Departments: Simplify the process of ordering materials, manage supplier information, and ensure inventory levels are maintained. Small Businesses: Organize your materials efficiently, streamline your production process, and enhance collaboration. Operations Teams: Oversee the entire production workflow, manage resources efficiently, and ensure smooth operations. Ecommerce Companies: Track inventory levels, manage supplier information, and ensure product availability. By leveraging Stackby's bill of material Template, you can organize your materials efficiently, streamline your production process, and enhance collaboration across teams. You can get started with this template and as you go, make your own as per your business’s unique needs. This will give you complete control over your business’s operations. Give it a try and experience the Stackby advantage! Sign up for free.  

Ratio Coffee Distribution

This template provides a basic structure to manage distributors, retailers, deals between them, and the products involved in those deals. You can expand upon this template based on specific needs such as adding more details to the distributors, retailers, or products, or including additional tables for invoicing, payments, etc., depending on the requirements of Ratio Coffee's Distribution business.

Invoice Creator Template for generating and managing invoices effortlessly. Templates

Invoice Creator

Simplify Your Billing Process with the Invoice Creator Template Managing invoices can be a tedious task for businesses, freelancers, and entrepreneurs. Keeping track of payments, due dates, and customer details manually can lead to inefficiencies and errors. The Invoice Creator Template by Stackby is designed to simplify and automate your invoicing process, helping you create professional invoices while tracking all essential payment details in one place. Whether you are a small business owner, a service provider, or a finance manager, this template ensures a seamless invoicing workflow. With built-in customization, automated calculations, and easy tracking, you can enhance efficiency and focus on growing your business. Why Use the Invoice Creator Template? Eliminate manual errors and ensure accurate calculations. Save time by automating invoice creation and financial tracking. Ensure timely payments by keeping records of due dates and follow-ups. Improve professionalism with clean, structured, and branded invoices. Stay organized by maintaining all invoice records in a structured database. How This Template Works in Stackby The Invoice Creator Template is structured with essential tables to track invoices, clients, payment statuses, and more. Here is how you can use it efficiently: Invoices Table This is the core table where all invoices are stored. You can add: Invoice number as a unique identifier for each invoice. Client name to specify the customer or business being billed. Invoice date and due date to track deadlines and avoid overdue payments. Items and services with detailed pricing information. Total amount with automatic calculations for accuracy. Payment status to mark invoices as paid, unpaid, or pending. Clients Table Keep a record of all your customers with details like: Client name and contact information. Billing address. Invoice history for easy reference. Payment Tracking Table Monitor payment statuses and ensure timely follow-ups: Invoice number and client name. Payment date and amount paid. Payment method such as bank transfer, credit card, or online payments. Balance due for outstanding invoices. Products and Services Table Store all the details of the products or services you offer: Item name and description. Unit price for accurate billing. Tax and discount rates, if applicable. Key Features and Benefits Automated invoice creation for quick and accurate billing. Customizable fields to tailor the template to specific business needs. Easy payment tracking to monitor pending, paid, and overdue invoices. Seamless client management with structured customer records. Real-time updates for collaboration with team members. Export and share invoices as PDFs or via direct links. Real-World Use Cases Freelancers can easily bill clients for completed projects. Small businesses can manage multiple customer invoices effortlessly. Service providers can track payments for consultations, repairs, or subscriptions. E-commerce stores can maintain records of product sales and customer transactions. Getting Started with the Invoice Creator Template Open the template in Stackby to access the pre-built invoice tracker. Customize fields by adding branding, tax rates, and additional columns. Enter invoice details including client names, item descriptions, and pricing. Generate and share invoices as PDFs or direct links. Track payments and update statuses for outstanding balances.

Restaurant Marketing Calendar By Stackby Templates

Restaurant Marketing Calendar

Restaurants need a boost in their content promotion now and then to promote their new products and attract new customers. Stackby’s Restaurant Marketing Calendar Template assists the business in garnering public attention to the maximum so that the restaurant’s products and services are recognized. How is the Stackby’s Restaurant Marketing Calendar Template useful for your business? This Stackby Template is the easiest way to organize the marketing means planned by the business. It allows users to plan their content, saving time and money that would otherwise be used in inefficient advertising. The Restaurant Marketing Calendar Template helps you keep track of all the posts and updates made by the business to ensure maximum customer engagement with the posts. The template allows the business to record where its content is being posted and its constituents. The links and directly accessible images make it easier for the business to navigate its growth. The Restaurant Marketing Calendar template is easily editable, allowing related content to be placed side by side for tracking and comparisons. Who will find this template useful? Restaurants looking to expand their outreach and promote their products are likely to find this template extremely useful. It can also be utilized by hospitality businesses to grow their customers.Check Out Other related Teplates : Product Catalog Visitor Management System Asset Tracker 

Stackby Idea Tracking Template with visual gallery, progress tracking, and due dates. Templates

Idea Tracking & Progress Management

Brilliant ideas often get lost without a structured system to track them. Whether you're an entrepreneur, a creative professional, or a team brainstorming innovative projects, you need a reliable way to capture, organize, and manage your ideas from start to finish. With Stackby’s Idea Tracking System Template, you can document your ideas, store assets, set due dates, assign priorities, and monitor progress—all in a single, customizable workspace. This template functions like an advanced to-do list but with powerful features that help you visualize your creative workflow and ensure that no idea is left behind. Using Stackby’s Gallery View, you can add images, attach assets, and track your idea's evolution over time. Whether it's a business strategy, a creative concept, or a product development plan, this template helps you track every stage—from brainstorming to execution. Why Use This Idea Tracking Template? Ideas come and go quickly, and without a structured system, it’s easy to lose track of them. Manually managing ideas through scattered notes, emails, or spreadsheets can be frustrating. This template provides an efficient, centralized solution to capture and refine your ideas effectively. Organize your ideas – Store every idea with images, assets, and key details in one place. Track progress easily – Move ideas from concept to completion using status markers. Never miss a deadline – Assign due dates and priorities to stay on track. Visualize the creative process – Use the Gallery View to see how ideas evolve over time. Collaborate effortlessly – Share with team members and work together in real-time. How This Template Works in Stackby This Idea Tracking System Template is built to help you systematically document and develop ideas. Here’s how you can use it: Gallery View – A visual database where you can add new ideas, upload images, and track assets. Headlines & Descriptions – Clearly define each idea with a title and supporting details. Due Dates & Priorities – Set deadlines and categorize ideas based on urgency and importance. Progress Tracking – Mark ideas as ‘In Progress,’ ‘Completed,’ or ‘On Hold’ to monitor execution. Asset Storage – Attach relevant files, links, or design elements to each idea. Collaboration & Workflow Management – Share with teams, assign responsibilities, and track execution in real-time. Key Features & Benefits Customizable & Flexible – Adapt fields, categories, and workflows to fit your needs. Visual Tracking with Gallery View – See all your ideas in an interactive, organized layout. Easy Progress Monitoring – Update statuses and track milestones at a glance. Seamless Collaboration – Work with teams to refine and implement ideas efficiently. Cloud-Based & Accessible Anywhere – Keep your ideas safe and accessible from any device. Who Can Benefit from This Template? Entrepreneurs & Startups – Organize business ideas, validate concepts, and track execution. Creatives & Designers – Store design inspirations, client ideas, and creative projects. Marketing & Strategy Teams – Plan and manage campaigns, content ideas, and business strategies. Innovators & Researchers – Keep track of insights, research ideas, and experimental concepts. Getting Started Copy the template into your Stackby account. Customize fields to match your workflow. Add ideas with images, due dates, and descriptions. Track progress with status updates and deadlines. Collaborate with your team to bring ideas to life. Final Thoughts Great ideas deserve great execution. Whether you’re working solo or with a team, this Idea Tracking System Template ensures every idea is documented, refined, and successfully implemented. Start using this template today and bring your ideas to life with Stackby. 

Template showing vendor ratings, performance metrics, and evaluation criteria Templates

Vendor Assessment Template

The Vendor Assessment Template is a powerful and customizable solution designed for procurement teams, supply chain managers, and business owners to effectively evaluate and manage vendor performance. Whether you're working with long-term suppliers or assessing new potential vendors, this template gives you a structured framework to compare key metrics and make data-driven decisions. With fields covering product/service quality, delivery timelines, pricing, compliance, and communication efficiency, this template helps standardize your evaluation process and bring clarity to vendor management. Built on Stackby, this template can be customized, automated, and linked across teams and functions. Key Tables and Fields 1. Vendors Table This table stores all primary information about your vendors. Each vendor is listed with contact and business details, providing a centralized directory. Vendor Name Vendor Category  Point of Contact Email Phone Company Website Years in Business Location Status  2. Assessment Criteria Table Use this table to define and weigh the factors on which vendors will be assessed. Criteria Name  Weight (%) Assessment Type  Scoring Scale  Notes 3. Vendor Evaluations Table This table is where actual assessments take place. You can link each evaluation to a vendor and fill out ratings for each predefined criterion. Evaluation Date Evaluator Name Linked Vendor Linked Criteria Score Given Comments Total Score Overall Rating  4. Performance Summary Table Auto-calculate and compare total scores, averages, and ranks across vendors. Use this view to determine top performers or flag underperformers. Vendor Average Score Number of Evaluations Rank Recommendation   Key Features Customizable Evaluation Metrics: Tailor criteria to match your industry and internal priorities. Linked Tables: Keep your data interconnected — each evaluation automatically ties back to the vendor and assessment criteria. Auto-Scoring: Let Stackby auto-calculate weighted scores and overall ratings to remove manual math. Dashboards & Views: Visualize vendor performance over time using charts, filters, and summary blocks. Collaboration-Ready: Assign evaluations to team members, collect feedback collaboratively, and maintain an audit trail. Forms & Surveys: Share the evaluation form with multiple departments or teams for multi-perspective scoring.  Use Cases Procurement Departments: Continuously assess vendors to ensure contract renewals are backed by performance. SMEs & Startups: Establish an objective system for selecting new vendors when building a supply chain. Enterprise Compliance Teams: Ensure vendors meet operational, ethical, and legal standards. IT and SaaS Sourcing: Evaluate and rank software vendors or service providers before onboarding. Event or Project Managers: Score and compare vendors hired for specific events, campaigns, or projects.  Why Use This Vendor Assessment Template? Vendor relationships are integral to your business success, and poor vendor performance can severely impact your operations, costs, and timelines. With this Vendor Assessment Template, you get a consistent, data-driven system to evaluate your vendors on a recurring basis. No more fragmented spreadsheets or subjective decisions — now you can gather structured evaluations from different stakeholders, maintain historical performance logs, and generate reports instantly. Whether you're working with a few key partners or managing hundreds of suppliers, this template adapts to your workflow and scales as your vendor network grows. 

Silent Auction Bid Sheet

Our Silent Auction Bid Sheet template streamlines the process of managing bids and auction items. With easy tracking and clear organization, you can ensure successful auctions with minimal hassle.

Net Promoter Score tracking dashboard template in Stackby Templates

Net Promoter Score

Track Customer Loyalty and Improve Retention with Stackby’s Net Promoter Score (NPS) Template Understanding what your customers truly think about your brand can be the difference between business growth and stagnation. That’s where Net Promoter Score (NPS) comes in. Stackby’s Net Promoter Score Template is designed to help you effortlessly collect, analyze, and act on customer feedback. Whether you're a startup, SaaS company, agency, or enterprise team — this template gives you a clear snapshot of customer satisfaction and loyalty, all in one place. What is Net Promoter Score (NPS)? Net Promoter Score is a customer loyalty metric that gauges how likely your customers are to recommend your product or service to others. Customers are categorized into three groups based on their rating (0–10): Promoters (9–10): Loyal enthusiasts who will keep buying and refer others. Passives (7–8): Satisfied but unenthusiastic customers. Detractors (0–6): Unhappy customers who can damage your brand. The score is calculated by subtracting the percentage of Detractors from the percentage of Promoters. What’s Inside the Template? This Net Promoter Score Tracker in Stackby helps you: Collect customer responses via forms or integrations. Categorize responses into Promoters, Passives, and Detractors. Auto-calculate your NPS using formula columns. Add follow-up notes or action plans based on feedback. Visualize your data through charts and dashboards. Pre-built columns include: Customer Name and Email Survey Date NPS Rating (0–10) Category (auto-calculated: Promoter, Passive, Detractor) Feedback or Comment NPS Score (formula) Assigned Team Member Status and Follow-up You can also connect it with your CRM, email automation tool, or feedback platform using APIs or third-party tools like Zapier. Key Features Automated Categorization: Based on the score entered, customers are auto-labeled as Promoters, Passives, or Detractors.Real-time Score Calculation: Instantly calculates your current NPS based on active responses.Customizable Views: Filter and group data by rating category, date, or customer segment.Action-Oriented Tracking: Assign team members to follow up and track resolution status.Visual Analytics: View charts for NPS trends over time to spot customer sentiment patterns. Benefits of Using Stackby’s NPS Template Streamline Feedback Collection: Import survey data directly or link Stackby forms with your email campaigns. Improve Customer Relationships: Quickly identify unhappy customers and take action to improve retention. Data-Driven Decisions: Understand what’s driving loyalty and where you need to improve. Cross-Team Collaboration: Assign follow-ups to support, product, or customer success teams. Simple & Scalable: Works whether you're surveying 10 or 10,000+ customers. Who Should Use This Template? This template is ideal for: SaaS businesses measuring user satisfaction post-onboarding or after support. Product teams seeking feature feedback and sentiment analysis. Marketing and customer success teams identifying brand advocates. Agencies or service providers who want to track satisfaction across projects. Ecommerce businesses looking to enhance post-purchase experience. Use Case Example Imagine you're a customer success manager at a growing SaaS startup. You’ve just rolled out a major update and want to see how customers respond. With this template, you can collect user feedback, tag their sentiment, and track changes in your NPS over time. It helps you spot if the new release delighted or frustrated your users — and make smarter decisions going forward. Get Started Today Ready to improve your customer feedback process? Use this free Net Promoter Score template by Stackby to measure what matters most — your customers' loyalty. Customize it to your needs, integrate it with your favorite tools, and start turning insights into action. Try it now — no coding required, fully customizable, and free to use.   

Restaurant Budget

Are you tired of struggling with your restaurant's financial management? Do you want to gain better control over your costs and maximize your profitability? Look no further than Stackby's Restaurant Budget Template! This robust tool can help you effectively plan, track, and manage your expenses, ensuring that your budget stays on track and your business thrives. From tracking equipment and supplies to monitoring marketing expenses, rent, labor, insurance, and more, this template provides a clear overview of your financial health. Say goodbye to financial stress and hello to financial success with this Restaurant Budget Template! How to Create a Budget Template? Creating a budget template is essential for effective financial management. Here are the key steps that you need to follow: Start by identifying your goals and breaking down expenses into categories. Choose a reliable tool like Stackby's Restaurant Budget Template and customize it to fit your needs. Enter data, track expenses, and regularly review and analyze your budget. Adapt it as your business evolves. With this comprehensive approach, you can take control of your restaurant's finances and pave the way for success. A Brief Overview of Stackby's Restaurant Budget Template Stackby's Restaurant Budget Template is a comprehensive tool designed to help restaurant owners and managers effectively manage their finances. It provides a structured framework to track and analyze expenses, including equipment and supplies, marketing expenses, rent, labor, insurance, etc. With features like budget calculations, variance tracking, and summary sections, this template empowers users to control their restaurant's budget better and make informed financial decisions. So, it's the ultimate solution for cost management in the food service industry. Who is This Restaurant Budget or Cost Management Template for? Ideal for restaurant owners, managers, and financial professionals, Stackby's Restaurant Budget Template simplifies budgeting and cost management for the food service industry. Whether you're a small eatery or a large chain, this template is designed to meet your budgeting needs. Why Do You Need Stackby's Restaurant Budget Template? Streamline your restaurant's financial management by easily tracking and analyzing expenses. Make informed decisions about cost control and resource allocation. Gain a comprehensive view of your restaurant's budget and financial performance. Identify areas for cost-saving and optimize your spending. Plan for future growth and expansion by effectively managing your budget. Ensure financial stability and profitability for your restaurant. Stay organized and in control of your restaurant's finances. Maximize your restaurant's financial potential with this intuitive budgeting solution. Ways to Customize Our Restaurant Budget Template Add or remove expense categories based on your restaurant's specific needs. Customize budget targets and allocation for each expense category. Modify formulas and calculations to align with your preferred budgeting methods. Incorporate additional tables or sheets to track specific financial metrics or performance indicators. Utilize Stackby's integration capabilities to link the budget template with other relevant tools or data sources. Implement conditional formatting or data validation rules to ensure accurate data entry and analysis. Create charts or visualizations to present budget data more engaging and informatively. Add dedicated columns to easily monitor the variance between the budgeted and the actual amount for each category. Table Included in Our Restaurant Budget Template Equipment and Supplies: This table allows you to track expenses related to purchasing and maintaining equipment and supplies needed for your restaurant operations. Salaries: It helps you manage and monitor your restaurant staff's salaries and wages. You can link tables together using the Link Column Type to establish relationships between different data points. For example, you can link specific equipment or supplies to the related expenses in the budget table. You can even use the Lookup column type to fetch and display data from one table to another based on a common identifier. Additionally, the Aggregation column type helps you perform calculations on data from multiple rows or tables. It allows you to summarize and aggregate information, such as calculating total expenses or average salaries, to gain insights and make informed decisions. Ready to Serve Up Success in Your Restaurant? Gain complete control over your expenses, track budgets effortlessly, and watch your bottom line thrive. It's time to dish out financial clarity and elevate your restaurant's success. Get started with Stackby's Restaurant Budget Template today!