Performance Reviews Template

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

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

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. 

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 

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

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.

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!

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. 

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.