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Startup Funding Database Template

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Startup Funding Database Template

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

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Simple Applicant Tracker Template By Stackby Templates

Simple Applicant Tracker

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  

Minutes of the Meeting template for tracking agendas, decisions, and action items in Stackby Templates

Minutes of the Meeting

Meetings are a core part of every organization, but without proper documentation, they often fail to deliver lasting impact. Important decisions get lost, action items are forgotten, and accountability fades. To avoid these challenges, you need a reliable system to record and track what happens during meetings. That’s exactly what the Minutes of the Meeting Template is designed to do. This ready-to-use template helps teams and organizations capture key points, assign responsibilities, and track follow-ups from every meeting. Whether it’s a weekly team sync, client call, board meeting, or project discussion, this template ensures nothing falls through the cracks. Features of the Minutes of the Meeting Template Meeting Details Record essential meeting metadata: date, time, attendees, meeting type, and facilitator. Maintain a consistent log of all meetings in one centralized database Agenda Tracking Capture agenda items ahead of time so participants are prepared. Ensure discussions stay on track and aligned with meeting goals. 2 Discussion Notes Log key talking points, debates, and concerns raised during the meeting. Keep a transparent record that team members can refer back to. 3 Decisions Made Document resolutions and outcomes clearly. Provide a reference point to avoid confusion or miscommunication later. 4 Action Items & Responsibilities Assign tasks to team members with deadlines directly from the meeting minutes. Ensure accountability and follow-through on agreed actions. 5 Follow-Up Tracking Monitor the progress of action items across meetings. Close the loop by reviewing outcomes in subsequent sessions. Benefits of Using the Minutes of the Meeting Template Clarity & Transparency: Everyone leaves the meeting with a clear understanding of decisions, tasks, and next steps. Improved Accountability: By assigning responsibilities, team members are more likely to complete their tasks. Time Savings: Standardized fields eliminate the need to reformat notes after each meeting. Organized Records: Create a searchable archive of all meetings for quick reference. Better Follow-Through: Action items are tracked and reviewed, reducing the risk of missed deadlines or forgotten commitments. Use Cases Team MeetingsDocument weekly or daily standups, ensuring all updates and blockers are recorded and resolved. Client MeetingsTrack agreements, deliverables, and next steps to maintain transparency and professionalism with clients. Board MeetingsRecord high-level strategic discussions, key resolutions, and action plans for organizational governance. Project DiscussionsKeep project teams aligned by capturing milestones, risks, and task assignments. One-on-One SessionsRecord goals, feedback, and follow-up tasks during employee-manager check-ins. Why Choose This Template? Unlike scattered notes or disconnected documents, this template provides a structured and centralized system for capturing and organizing meeting information. It ensures consistency across all meetings, making it easier to track progress over time. The customizable structure means you can add fields specific to your team’s needs, such as priority level, department, or meeting category. With linked fields and automated reminders, you can also streamline follow-ups and task tracking. For remote or distributed teams, the template doubles as a shared workspace, ensuring that all stakeholders have access to the same information, regardless of location. Conclusion Meetings should move your organization forward—not waste time. The Minutes of the Meeting Template ensures that every meeting produces clear outcomes, documented decisions, and actionable next steps. By providing a structured approach to capturing minutes, this template helps teams stay organized, accountable, and productive. Start using this free-to-use template today to turn every meeting into a driver of progress and clarity. 

Technology Roadmap Template By Stackby Templates

Technology Roadmap

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  

Startup KPI dashboard template with key metrics, charts, and growth insights. Templates

Startup KPI Dashboard

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. 

Marketing Strategy Template by Stackby Templates

Content Marketing Strategy

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   

Product Roadmap Template for tracking product development milestones in Stackby. Templates

Product Roadmap

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 

User Story Mapping Template by Stackby Templates

User Story Mapping

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 

Risk Assessment Template for identifying and managing potential risks efficiently. Templates

Risk Assessment

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