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Plan and manage all tasks related to a product launch such as product research, marketing materials, sales materials, and a timeline of activities. Assign tasks to owners. View tasks by status in a Kanban board. Filter tasks by status and due date to make sure you don't miss any deadlines. Shared views for "My tasks" allow collaborators to focus only on their deliverables. Track and manage all issues and risks associated with each task. Assign severity and visualize issues by risk probability in a Kanban view to prioritize corrective actions. Assign responsibilities for issues to keep projects on track.
CRM (Customer Relationship Management) is a tool used for managing business relationships. Keep track of your contacts, who they work for, what you need to do for them, and open opportunities in your deal pipeline. Easily forecast revenue from this pipeline with the power of a spreadsheet connected to your CRM data.
This Applicant Tracking with Hiring Budget template serves as a database for candidates and their resumes, a central location for information about each job opening, and a detailed budget model that forecasts next year's new headcount expenses based on expected salary and start date. Candidates are linked with jobs and hiring managers can easily collaborate with recruiters and HR on candidate status, feedback, etc. Kanban views make it easy to manage moving candidates and job openings through the interview and job opening lifecycle.
This workbook is designed for measuring product/market fit (PMF) as defined in Rahul Vora's First Round Review article. It's an all-in-one template designed to set up and distribute a PMF survey, capture responses, analyze results, and perform target persona segmentation with only a few minutes of work.
Track and manage product inventory, sales, fulfillment centers, and vendor relationships. Inventory management is a system for sourcing, storing, and selling products in inventory. Successful inventory management means the right products, at the right stock levels, in the right place, at the right time, and at the right cost as well as price.
This capitalization table (cap table) template includes an integrated database of shareholders, both institutional investors and employees. Easily assign share allocations to the right investor, and then drill down at any time to track and manage information about them. A cap table is designed to show the equity capitalization for a company. Cap tables are most commonly used by startups and early-stage businesses but all types of companies may use them. In general, the cap table is an intricate breakdown of a company’s shareholders’ equity including common equity shares, preferred equity shares, warrants, and convertible equity.
An Employee Directory is used to store information about staff in a single location for shared access throughout the organization. It can be used to track and manage a wide variety of information about employees such as: names, job titles, contact information, location, job skills, current projects, work hours, vacation schedule, personal interests, and more.
Use this template to create and manage a project plan. A project plan is essential for defining a project and keeping its sechedule on track. Your project plan should typically include the scope, goals, deliverables and deadlines of your project.
Asset Management provides a central place to keep track of computers, office equipment, and anything else that is owned or maintained by the company. Link assets to rows in the Vendors worksheet to track where each asset was purchased from. Monitor total asset spend and amount written off. Link assets to employee rows in a different workbook to track who is using each item.
Streamline your legal due diligence process with this template from Fenwick. Invite everyone involved in the process, attach documents right next to questions, track status, assignees, reviewers, and priorities all from within your spreadsheet. No need for complex integrations or jumping between different tools and data rooms.
Use this project budget workbook to break down your costs by task. For each task, the cost can be a mixture of fixed costs, materials (quantity and unit price), labor (hours and rate), and other expenses. The Budget for each task is calculated automatically using a Column Formula data type. The Subtotal column uses the DESCENDANTCELLS function and the Indent feature to sum the costs of all sub tasks.
An RACI matrix is a simple, effective means for defining and documenting project roles and responsibilities. Your chances of project success are significantly improved when you know who is responsible, who is accountable, who needs to be consulted, and who must be kept informed at every step.