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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.   

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Proactive Incident Management Starts Here Every organization faces unexpected events—technical issues, system outages, service requests, or internal process failures. These incidents can disrupt operations and lead to customer dissatisfaction if not handled efficiently. With Stackby’s Incident Management Tracker template, you can log, track, assign, and resolve incidents in a centralized and customizable workspace. Built to give teams complete visibility and control, this template streamlines the entire lifecycle of incident resolution—from reporting to closure. Whether you’re a customer support team, DevOps unit, IT helpdesk, or internal operations team, this template adapts to your workflow and boosts your incident response time. What is the Incident Management Tracker? Stackby’s Incident Management Tracker is a pre-built template designed to help teams organize and manage operational incidents. It ensures that every issue is tracked with clarity, assigned to the right person, and resolved efficiently with full transparency. Unlike traditional spreadsheets or rigid IT systems, Stackby allows full flexibility—customize fields, views, automations, and integrations based on how your team works. Key Features of the Template 1. Incident LoggingCapture every incident detail: incident ID, title, date reported, priority level, incident type, and affected departments. Keep data standardized with dropdowns and tags. 2. Real-Time Status TrackingUse pre-defined statuses like Open, In Progress, Under Review, and Resolved. Customize as needed to match your incident resolution workflow. 3. Assign OwnershipAssign each incident to a team member or department using collaborator columns. Ensure accountability and clear ownership for faster resolution. 4. Severity & Priority LevelsCategorize incidents by impact and urgency using color-coded dropdowns or ratings. Prioritize effectively to focus on critical issues first. 5. Timestamped Updates & CommentsTrack actions and decisions with timestamped comment logs for every incident. Maintain a clear history of steps taken to resolve the issue. 6. Multi-View AccessSwitch between Grid, Kanban, Calendar, and Form views. Visualize incidents by status, deadline, assignee, or department for a clear picture. 7. Automations & RemindersSet up automated alerts and reminders for overdue incidents, status changes, or when a new incident is logged. Never miss a beat. 8. Attachments & DocumentationAttach screenshots, reports, or response plans directly to the incident row. Keep documentation centralized for future reference. Benefits of Using Stackby for Incident Management Improved Response Time: Assign and escalate incidents quickly with centralized data and real-time collaboration. Accountability at Every Stage: Clearly assign ownership and track resolution progress. Adaptable for Any Team: Whether you're handling tech issues, HR incidents, or facility maintenance, the template is fully customizable. Actionable Insights: Use filters and groupings to identify recurring issues and optimize processes based on data. No More Spreadsheets Chaos: Transition from fragmented tools to a single, unified incident tracking platform. Use Cases Across Teams IT & DevOps Teams: Track server outages, deployment failures, and system bugs from start to resolution. Customer Support Teams: Manage customer-reported issues with clarity and consistency. Operations & Facilities: Log maintenance requests, workplace incidents, and service outages with timelines. HR & Internal Teams: Handle employee-related incidents or compliance issues in a secure and organized manner. Why Choose Stackby? Stackby is a modern, flexible, no-code platform that lets you build your own incident management system exactly the way your team needs. It combines the power of databases, the simplicity of spreadsheets, and the collaboration of task tools—all in one place. With Stackby’s Incident Management Tracker, you get: Fully customizable fields and views Built-in collaboration for internal teams Support for attachments and comments Easy automation and third-party integrations Real-time updates and visibility Whether you’re scaling your support team or building internal operations, Stackby gives you full control over incident workflows—without needing complex IT setups. Get started today with the Incident Management Tracker on Stackby and never let an incident slip through the cracks again.It’s free to use, fully customizable, and built for teams that take operational excellence seriously. 

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.

Centralize and Simplify Your Email Outreach Whether you’re managing sales outreach, following up with leads, sending campaign updates, or coordinating with partners—keeping tabs on all your emails can get messy fast. Without the right system, it’s easy to lose track of conversations, miss follow-ups, or duplicate messages. Stackby’s Email Tracking Template is designed to streamline all your email communications. Built for marketers, sales teams, business development reps, recruiters, and even freelancers, this template helps you manage and monitor every email interaction from one organized workspace. Forget spreadsheets and manual tracking. With Stackby, you can visualize, filter, and automate your email workflow with ease. What is the Email Tracking Template? Stackby’s Email Tracking Template is a customizable email management tool that helps you organize contacts, track email statuses, log replies, and set follow-up reminders—without ever losing sight of a single lead or conversation. It provides a clear picture of all ongoing and past email interactions, allowing you to track your outreach progress and ensure timely follow-ups. Best of all, it's flexible, collaborative, and built for any team structure. Key Features of the Template 1. Contact ManagementStore all your email recipients in one place, including name, email address, company, role, and any custom data points. Quickly filter and sort by category or stage. 2. Email Status TrackingMonitor the status of every outreach with dropdowns like Sent, Opened, Replied, Follow-up Due, Closed, or No Response. Get a snapshot of where each contact stands in the pipeline. 3. Follow-Up SchedulingUse date columns to set and view follow-up dates. Never miss another opportunity with built-in reminders and notifications. 4. Outreach Type & Campaign TagsCategorize emails by campaign, goal (sales, partnership, hiring, etc.), or type of communication. Stay organized across different outreach initiatives. 5. Attachments & NotesAttach pitch decks, PDFs, or links directly to each entry. Use the long-text column to jot down response summaries, talking points, or context for future emails. 6. Multiple ViewsSwitch between Grid, Kanban (based on status), Calendar (for follow-up scheduling), and Gallery views for complete flexibility in how you visualize your outreach pipeline. 7. Integrations & AutomationsConnect with tools like Gmail, Outlook, Mailchimp, or CRMs using API integrations or Zapier. Set up automated reminders or status updates to keep everything current. Benefits of Using Stackby for Email Tracking Eliminate Email Chaos: Centralize outreach data and remove the clutter of scattered inboxes and spreadsheets. Increase Follow-Up Efficiency: Stay consistent with timely responses and structured follow-up workflows. Collaborate Seamlessly: Share and assign outreach tasks across teams with real-time updates. Customizable to Any Use Case: Whether it’s PR outreach, influencer campaigns, job applications, or client communication, the template can be tailored to your workflow. Data-Driven Outreach: Use filters and groupings to analyze performance across campaigns, contacts, or statuses. Use Cases Across Teams Sales TeamsKeep track of prospecting efforts, email touches, deal stages, and follow-up schedules in one place. Marketing TeamsManage PR campaigns, influencer outreach, event invitations, or content partnerships with clear visibility. RecruitersTrack candidate communication, hiring stages, and follow-ups without juggling multiple platforms. Freelancers/ConsultantsMonitor client conversations, proposal responses, and invoicing communication with structure. Startups and SMBsCoordinate with vendors, partners, and investors while staying organized and efficient. Why Choose Stackby? Stackby combines the simplicity of a spreadsheet, the power of a database, and the collaboration of a task manager—into one flexible and easy-to-use platform. With the Email Tracking Template, you can: Customize your columns, views, and workflows Collaborate with your team in real time Integrate email and CRM tools for seamless automation Track everything—from the first email to the final close Whether you're sending cold emails, nurturing leads, or building professional relationships, this template keeps your outreach organized, effective, and under control. Start using the Email Tracking Template on Stackby today to never miss another follow-up and make every email count. It’s free to use, fully flexible, and built for modern teams.