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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

SaaS MRR Dashboard

Track MRR, new business, expansion, contraction, and churn in one revenue view.

SaaS & software · FinanceStripePostgres
Customer Churn Tracker

Customer Churn Tracker

Log every cancellation with reason and MRR lost, then see what is actually driving churn.

SaaS & software · SupportStripeHubSpot
User Engagement Dashboard

User Engagement Dashboard

Daily and monthly active users, stickiness, and retention curves for a consumer app.

SaaS & software · AnalyticsPostHogBigQuery
Feature Request Board

Feature Request Board

Collect requests with votes, status, and effort, then show customers what shipped.

SaaS & software · ProductLinearSlack
Feature Adoption Tracker

Feature Adoption Tracker

See which features customers actually use, by plan, segment, and rollout date.

SaaS & software · ProductPostHogPostgres
Free Trial Pipeline Tracker

Free Trial Pipeline Tracker

Every active trial on one board, from signup to activated to converted or lost.

SaaS & software · SalesHubSpotStripePostHog
Support SLA Tracker

Support SLA Tracker

First response and resolution times against SLA targets, with breaches front and center.

SaaS & software · SupportFrontSlack
Onboarding Funnel Tracker

Onboarding Funnel Tracker

Signup to activation, step by step, with drop off rates you can act on.

SaaS & software · ProductPostHogSnowflake
Product Margin Tracker

Product Margin Tracker

See which SKUs are getting squeezed as costs rise faster than prices.

Retail & ecommerce · FinanceGoogle SheetsPostgres
Ecommerce Returns Tracker

Ecommerce Returns Tracker

Track every return from request to restock and see what keeps coming back.

Retail & ecommerce · OperationsStripeFront
Retail Promotion Calendar

Retail Promotion Calendar

Plan promos week by week and see which ones actually lifted sales.

Retail & ecommerce · MarketingGoogle SheetsSlack
Multichannel Sales Dashboard

Multichannel Sales Dashboard

Web, marketplace, and store sales rolled into one daily view.

Retail & ecommerce · SalesStripeBigQueryGoogle Sheets
Sell-Through and Markdown Planner

Sell-Through and Markdown Planner

Spot slow sellers early and plan markdowns before the season ends.

Retail & ecommerce · InventoryGoogle SheetsPostgres
Restaurant Food Cost Calculator

Restaurant Food Cost Calculator

Cost every recipe from its ingredients and see plate margin at your menu price.

Restaurants & hospitality · FinanceGoogle Sheets
Daily Sales vs Labor Dashboard

Daily Sales vs Labor Dashboard

Track daily sales, labor cost percentage, and covers on one page.

Restaurants & hospitality · OperationsGoogle SheetsSlack
Restaurant Shift Scheduler

Restaurant Shift Scheduler

Build the weekly schedule on a grid and see labor cost before you post it.

Restaurants & hospitality · SchedulingSlackGoogle Sheets
Catering Pipeline Tracker

Catering Pipeline Tracker

Track catering inquiries from first call to paid event, with deposits and dates.

Restaurants & hospitality · SalesHubSpotStripeGoogle Sheets
Kitchen Prep & Par Level Tracker

Kitchen Prep & Par Level Tracker

Count prep against par levels each morning and get the day's prep list.

Restaurants & hospitality · InventoryGoogle SheetsSlack
Construction Job Costing Dashboard

Construction Job Costing Dashboard

See budget vs actual by cost code before a job goes over, not after closeout.

Construction & trades · FinanceGoogle Sheets
Construction Bid Pipeline Tracker

Construction Bid Pipeline Tracker

Track every invitation to bid from takeoff to award and know your real hit rate.

Construction & trades · SalesGoogle SheetsHubSpotSlack
Construction Change Order Log

Construction Change Order Log

A running log of every PCO and CO with cost impact, days added, and approval status.

Construction & trades · ProjectsGoogle SheetsGoogle Drive
Construction Crew Scheduling Board

Construction Crew Scheduling Board

A week grid showing which crew is on which job site, with double-bookings flagged.

Construction & trades · SchedulingGoogle SheetsSlack
Heavy Equipment Hour Meter & Service Log

Heavy Equipment Hour Meter & Service Log

Log hour meters and service history so preventive maintenance lands on time.

Construction & trades · OperationsGoogle Sheets
Field Service Dispatch Board

Field Service Dispatch Board

Every tech and every service call on one board, from scheduled to invoiced.

Construction & trades · SchedulingGoogle SheetsTwilioSlack
Agency Utilization Dashboard

Agency Utilization Dashboard

See billable utilization by person and team, and catch under-booked weeks early.

Professional services · OperationsGoogle SheetsAsana
Proposal Pipeline Tracker

Proposal Pipeline Tracker

Track every proposal from first call to signed SOW in one board.

Professional services · SalesHubSpotCloseSlack
Retainer Burn Tracker

Retainer Burn Tracker

Know how much of each client retainer is used before the month runs out.

Professional services · ProjectsGoogle SheetsSlack
Project Profitability Tracker

Project Profitability Tracker

See margin and effective hourly rate for every client engagement.

Professional services · FinanceStripeGoogle Sheets
Agency Capacity Planner

Agency Capacity Planner

Plan who works on what for the next eight weeks, before you overbook anyone.

Professional services · Schedulingmonday.comAsana
Law Firm Matter & Billable Hours Tracker

Law Firm Matter & Billable Hours Tracker

Matters by stage with billable hours by attorney, unbilled WIP, and retainer balances.

Professional services · ProjectsGoogle SheetsSlack
Insurance Agency Renewal Tracker

Insurance Agency Renewal Tracker

Your book of business with renewal dates, premiums, and a 30, 60, 90 day pipeline.

Professional services · SalesGoogle SheetsHubSpot
Appointment No-Show Tracker

Appointment No-Show Tracker

See where no-shows cluster by provider, weekday, and visit type, and fix the schedule.

Health & wellness · AnalyticsGoogle SheetsTwilio
Provider Schedule Planner

Provider Schedule Planner

A color coded weekly grid of provider slots with live utilization percentages.

Health & wellness · SchedulingGoogle Sheets
Fitness Class Profitability Calculator

Fitness Class Profitability Calculator

Know each class's breakeven headcount before it earns a slot on the schedule.

Health & wellness · FinanceStripeGoogle Sheets
Patient Recall Tracker

Patient Recall Tracker

Move overdue patients from due to booked with a simple recall pipeline.

Health & wellness · MarketingGoogle SheetsTwilioSendGrid
Rent Roll Dashboard

Rent Roll Dashboard

Your full rent roll with occupancy, collections, and delinquency at a glance.

Real estate & property · FinanceGoogle SheetsStripePostgres
Property Maintenance Work Order Tracker

Property Maintenance Work Order Tracker

Log, assign, and close maintenance requests by unit, priority, and vendor.

Real estate & property · OperationsSlackTwilioGoogle Sheets
Lease Expiration Tracker

Lease Expiration Tracker

Every expiration for the next 12 months, with renewal status and notice deadlines.

Real estate & property · OperationsGoogle SheetsSendGrid
Apartment Make-Ready Cost Tracker

Apartment Make-Ready Cost Tracker

Know what every make-ready really costs, including the rent lost while the unit sat.

Real estate & property · FinanceGoogle SheetsSlack
Short-Term Rental Performance Dashboard

Short-Term Rental Performance Dashboard

Occupancy, ADR, RevPAR, and channel mix per listing, with a cleaning turnover calendar.

Real estate & property · AnalyticsGoogle SheetsStripe
Real Estate Transaction Pipeline

Real Estate Transaction Pipeline

Deals from signed agreement to closing day, with commission splits per agent.

Real estate & property · SalesHubSpotGoogle Sheets
Salon Client Retention Tracker

Salon Client Retention Tracker

See which stylists rebook clients and who is overdue for a visit.

Local services · AnalyticsGoogle SheetsStripeTwilio
Cleaning Crew Scheduler

Cleaning Crew Scheduler

Plan crew days, recurring visits, and route order on one weekly grid.

Local services · SchedulingGoogle SheetsTwilio
Landscaping Quote Tracker

Landscaping Quote Tracker

Track every bid from site visit to signed job and see your close rate.

Local services · SalesGoogle SheetsTwilio
Auto Repair Estimate Calculator

Auto Repair Estimate Calculator

Price parts and labor consistently and see which estimates get approved.

Local services · FinanceGoogle Sheets
Pet Care Punch Card Tracker

Pet Care Punch Card Tracker

Track package credits, punch cards, and expirations for every pet.

Local services · OperationsStripeTwilioGoogle Sheets
Truck Fleet Maintenance & DOT Inspection Tracker

Truck Fleet Maintenance & DOT Inspection Tracker

Track PM intervals, work orders, and DOT inspection deadlines so no truck misses a date.

Logistics & wholesale · SchedulingGoogle SheetsSlack
Freight Lane Rate Calculator

Freight Lane Rate Calculator

Know your all-in cost per mile and which lanes actually make money.

Logistics & wholesale · FinanceGoogle SheetsPostgres
Wholesale Order Tracker

Wholesale Order Tracker

Every wholesale order from received to invoiced, with fill rate at a glance.

Logistics & wholesale · OperationsGoogle SheetsHubSpotSlack
Inventory Reorder Planner

Inventory Reorder Planner

Reorder points, days of cover, and a low-stock list for every item you buy.

Logistics & wholesale · InventoryGoogle SheetsSlack
Machine Downtime Tracker

Machine Downtime Tracker

Log every stop with a reason code and see which machines eat your shift.

Manufacturing · OperationsGoogle SheetsSQL ServerSlack
QC Defect Tracker

QC Defect Tracker

Move nonconformances from found to closed instead of losing them in email.

Manufacturing · OperationsGoogle SheetsSlack
BOM Cost Calculator

BOM Cost Calculator

Roll up ingredient, packaging, and labor costs into a true cost per unit.

Manufacturing · FinanceGoogle SheetsMySQL
Production Schedule Board

Production Schedule Board

Plan by line and shift, record actuals, and see schedule attainment at a glance.

Manufacturing · SchedulingGoogle SheetsSlack
Safety Incident & OSHA Log

Safety Incident & OSHA Log

Log incidents and near misses with severity, days away, and an OSHA 300 style summary.

Manufacturing · OperationsGoogle SheetsSlack
Hiring Funnel Tracker

Hiring Funnel Tracker

See every candidate by stage and spot where your hiring pipeline leaks.

Any team · PeopleGoogle SheetsSlackNotion
OKR Tracker

OKR Tracker

Set quarterly objectives, check in weekly, and see which key results are at risk.

Any team · OperationsNotionLinearSlack
Team PTO Calendar

Team PTO Calendar

One grid of who is out when, with balances and overlap warnings.

Any team · SchedulingGoogle SheetsSlack
Vendor Contract Renewal Tracker

Vendor Contract Renewal Tracker

Never miss a notice window or eat another surprise auto-renewal.

Any team · FinanceGoogle SheetsGoogle DriveSlack
IT Asset Tracker

IT Asset Tracker

Know every laptop you own, who has it, and when its warranty ends.

Any team · InventoryGoogle SheetsSlack
NPS Tracker

NPS Tracker

Watch your NPS trend and route every detractor comment to an owner.

Any team · SupportPostHogFrontSlack
Campaign ROI Tracker

Campaign ROI Tracker

Spend, leads, and closed revenue side by side for every campaign.

Any team · MarketingHubSpotPostHogGoogle Sheets
Invoice & AR Aging Tracker

Invoice & AR Aging Tracker

Log invoices, watch 30, 60, and 90 day aging buckets, and get a collections call list.

Any team · FinanceGoogle SheetsStripe
Employee Timesheet Tracker

Employee Timesheet Tracker

Weekly time entry against jobs and projects, with approvals and overtime flags.

Any team · PeopleGoogle SheetsSlack
Donor Pipeline Tracker

Donor Pipeline Tracker

Move every major gift prospect from first meeting to closed gift.

Nonprofits & education · SalesHubSpotStripeGoogle Sheets
Grant Deadline Tracker

Grant Deadline Tracker

See every LOI, application, and grant report deadline in one place.

Nonprofits & education · FinanceGoogle SheetsGoogle DriveAsana
Volunteer Shift Scheduler

Volunteer Shift Scheduler

Fill weekly volunteer shifts and spot coverage gaps at a glance.

Nonprofits & education · SchedulingGoogle SheetsTwilioSlack
Tutoring Center Student Progress Tracker

Tutoring Center Student Progress Tracker

Students, session logs, hours remaining on each package, and progress by subject.

Nonprofits & education · OperationsGoogle SheetsStripeTwilio

Built for your business

Curated starting points for the tools your kind of business actually runs on.

Coffee shopsRestaurantsHVAC contractorsGeneral contractorsLandscaping companiesDental practicesPhysical therapy clinicsGyms and fitness studiosSalons and spasAuto repair shopsLaw firmsAccounting firmsMarketing agenciesReal estate brokeragesProperty managersEcommerce brandsTrucking companiesWholesale distributorsSmall manufacturersNonprofitsSaaS startupsTutoring centers

Need something none of these do? Describe it.

Templates are just head starts. Prized builds the tool your team actually needs from a plain-language description, connected to your data when you are ready.

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