Templates
Start from a working tool.
Every template here is a real tool built on Prized, running live with sample data. Open one, poke at it, then make it yours: describe a change and the agent rebuilds it around your business.
68 templates
SaaS MRR Dashboard
Track MRR, new business, expansion, contraction, and churn in one revenue view.
Customer Churn Tracker
Log every cancellation with reason and MRR lost, then see what is actually driving churn.
User Engagement Dashboard
Daily and monthly active users, stickiness, and retention curves for a consumer app.
Feature Request Board
Collect requests with votes, status, and effort, then show customers what shipped.
Feature Adoption Tracker
See which features customers actually use, by plan, segment, and rollout date.
Free Trial Pipeline Tracker
Every active trial on one board, from signup to activated to converted or lost.
Support SLA Tracker
First response and resolution times against SLA targets, with breaches front and center.
Onboarding Funnel Tracker
Signup to activation, step by step, with drop off rates you can act on.
Product Margin Tracker
See which SKUs are getting squeezed as costs rise faster than prices.
Ecommerce Returns Tracker
Track every return from request to restock and see what keeps coming back.
Retail Promotion Calendar
Plan promos week by week and see which ones actually lifted sales.
Multichannel Sales Dashboard
Web, marketplace, and store sales rolled into one daily view.
Sell-Through and Markdown Planner
Spot slow sellers early and plan markdowns before the season ends.
Restaurant Food Cost Calculator
Cost every recipe from its ingredients and see plate margin at your menu price.
Daily Sales vs Labor Dashboard
Track daily sales, labor cost percentage, and covers on one page.
Restaurant Shift Scheduler
Build the weekly schedule on a grid and see labor cost before you post it.
Catering Pipeline Tracker
Track catering inquiries from first call to paid event, with deposits and dates.
Kitchen Prep & Par Level Tracker
Count prep against par levels each morning and get the day's prep list.
Construction Job Costing Dashboard
See budget vs actual by cost code before a job goes over, not after closeout.
Construction Bid Pipeline Tracker
Track every invitation to bid from takeoff to award and know your real hit rate.
Construction Change Order Log
A running log of every PCO and CO with cost impact, days added, and approval status.
Construction Crew Scheduling Board
A week grid showing which crew is on which job site, with double-bookings flagged.
Heavy Equipment Hour Meter & Service Log
Log hour meters and service history so preventive maintenance lands on time.
Field Service Dispatch Board
Every tech and every service call on one board, from scheduled to invoiced.
Agency Utilization Dashboard
See billable utilization by person and team, and catch under-booked weeks early.
Proposal Pipeline Tracker
Track every proposal from first call to signed SOW in one board.
Retainer Burn Tracker
Know how much of each client retainer is used before the month runs out.
Project Profitability Tracker
See margin and effective hourly rate for every client engagement.
Agency Capacity Planner
Plan who works on what for the next eight weeks, before you overbook anyone.
Law Firm Matter & Billable Hours Tracker
Matters by stage with billable hours by attorney, unbilled WIP, and retainer balances.
Insurance Agency Renewal Tracker
Your book of business with renewal dates, premiums, and a 30, 60, 90 day pipeline.
Appointment No-Show Tracker
See where no-shows cluster by provider, weekday, and visit type, and fix the schedule.
Provider Schedule Planner
A color coded weekly grid of provider slots with live utilization percentages.
Fitness Class Profitability Calculator
Know each class's breakeven headcount before it earns a slot on the schedule.
Patient Recall Tracker
Move overdue patients from due to booked with a simple recall pipeline.
Rent Roll Dashboard
Your full rent roll with occupancy, collections, and delinquency at a glance.
Property Maintenance Work Order Tracker
Log, assign, and close maintenance requests by unit, priority, and vendor.
Lease Expiration Tracker
Every expiration for the next 12 months, with renewal status and notice deadlines.
Apartment Make-Ready Cost Tracker
Know what every make-ready really costs, including the rent lost while the unit sat.
Short-Term Rental Performance Dashboard
Occupancy, ADR, RevPAR, and channel mix per listing, with a cleaning turnover calendar.
Real Estate Transaction Pipeline
Deals from signed agreement to closing day, with commission splits per agent.
Salon Client Retention Tracker
See which stylists rebook clients and who is overdue for a visit.
Cleaning Crew Scheduler
Plan crew days, recurring visits, and route order on one weekly grid.
Landscaping Quote Tracker
Track every bid from site visit to signed job and see your close rate.
Auto Repair Estimate Calculator
Price parts and labor consistently and see which estimates get approved.
Pet Care Punch Card Tracker
Track package credits, punch cards, and expirations for every pet.
Truck Fleet Maintenance & DOT Inspection Tracker
Track PM intervals, work orders, and DOT inspection deadlines so no truck misses a date.
Freight Lane Rate Calculator
Know your all-in cost per mile and which lanes actually make money.
Wholesale Order Tracker
Every wholesale order from received to invoiced, with fill rate at a glance.
Inventory Reorder Planner
Reorder points, days of cover, and a low-stock list for every item you buy.
Machine Downtime Tracker
Log every stop with a reason code and see which machines eat your shift.
QC Defect Tracker
Move nonconformances from found to closed instead of losing them in email.
BOM Cost Calculator
Roll up ingredient, packaging, and labor costs into a true cost per unit.
Production Schedule Board
Plan by line and shift, record actuals, and see schedule attainment at a glance.
Safety Incident & OSHA Log
Log incidents and near misses with severity, days away, and an OSHA 300 style summary.
Hiring Funnel Tracker
See every candidate by stage and spot where your hiring pipeline leaks.
OKR Tracker
Set quarterly objectives, check in weekly, and see which key results are at risk.
Team PTO Calendar
One grid of who is out when, with balances and overlap warnings.
Vendor Contract Renewal Tracker
Never miss a notice window or eat another surprise auto-renewal.
IT Asset Tracker
Know every laptop you own, who has it, and when its warranty ends.
NPS Tracker
Watch your NPS trend and route every detractor comment to an owner.
Campaign ROI Tracker
Spend, leads, and closed revenue side by side for every campaign.
Invoice & AR Aging Tracker
Log invoices, watch 30, 60, and 90 day aging buckets, and get a collections call list.
Employee Timesheet Tracker
Weekly time entry against jobs and projects, with approvals and overtime flags.
Donor Pipeline Tracker
Move every major gift prospect from first meeting to closed gift.
Grant Deadline Tracker
See every LOI, application, and grant report deadline in one place.
Volunteer Shift Scheduler
Fill weekly volunteer shifts and spot coverage gaps at a glance.
Tutoring Center Student Progress Tracker
Students, session logs, hours remaining on each package, and progress by subject.
Built for your business
Curated starting points for the tools your kind of business actually runs on.
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