Daydream Playbooks

Connect your live data to our turnkey Playbooks to inspire and help you get started quickly.

Most used Playbooks

All you need as an early-stage founder or first finance/ops hire to build an efficient, growing b2b company.

Parker Gilbert

CEO @ Numeric

Master Startup Finances
Master Startup Finances
Master Startup Finances
Master Startup Finances

Get a complete finance toolkit to understand and manage your startup's finances when you connect Puzzle to Daydream.

Sasha Orloff

CEO at Puzzle Financial

Want to build an efficient marketing engine? Start with a firm grasp over your end-to-end funnel. 🚀

Kathleen Estreich & Emily Kramer

Founders @ MKT1

Keep your team on target and banging the gong. Pipeline Review by the legendary Jeff Ignacio.

Jeff Ignacio
Jeff Ignacio
Jeff Ignacio
Jeff Ignacio

Jeff Ignacio

Head of GTM Ops at RegrowAg & Founder of RevOps Impact

Pipeline coverage is essential for aligning sales & marketing and will improve both forecast accuracy & your funnel. But you can't build it with Salesforce.

Andy Mowat

Head of GTM Ops, Carta

Kevan Lee Marketing OKR Report
Kevan Lee Marketing OKR Report
Kevan Lee Marketing OKR Report
Kevan Lee Marketing OKR Report

Show marketing impact with this weekly or monthly OKR report by Kevan Lee, co-founder of Bonfire and 3X VP Marketing.

Kevan Lee

Co-Founder of Bonfire & 3X VP Marketing

For Founders & C-Suite

Browse all Finance

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All you need as an early-stage founder or first finance/ops hire to build an efficient, growing b2b company.

Parker Gilbert

CEO @ Numeric

Master Startup Finances
Master Startup Finances
Master Startup Finances

Get a complete finance toolkit to understand and manage your startup's finances when you connect Puzzle to Daydream.

Sasha Orloff

CEO at Puzzle Financial

Best-in-class board reporting, fully tailored to the needs of your business.

An end-to-end program to grow your sales.

For Sales & Go-To-Market

Browse all Sales & GTM

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Revenue-org wide goal setting is critical — but tricky. Here's the playbook align revenue orgs & smash company-wide goals.

Matt Volm

CEO @ RevOps Co-Op

Want to build an efficient marketing engine? Start with a firm grasp over your end-to-end funnel. 🚀

Kathleen Estreich & Emily Kramer

Founders @ MKT1

Keep your team on target and banging the gong. Pipeline Review by the legendary Jeff Ignacio.

Jeff Ignacio

Jeff Ignacio

Head of GTM Ops at RegrowAg & Founder of RevOps Impact

Pipeline coverage is essential for aligning sales & marketing and will improve both forecast accuracy & your funnel. But you can't build it with Salesforce.

Andy Mowat

Head of GTM Ops, Carta

Revenue-org wide goal setting is critical — but tricky. Here's the playbook align revenue orgs & smash company-wide goals.

Matt Volm

CEO @ RevOps Co-Op

Want to build an efficient marketing engine? Start with a firm grasp over your end-to-end funnel. 🚀

Kathleen Estreich & Emily Kramer

Founders @ MKT1

Keep your team on target and banging the gong. Pipeline Review by the legendary Jeff Ignacio.

Jeff Ignacio

Jeff Ignacio

Head of GTM Ops at RegrowAg & Founder of RevOps Impact

Pipeline coverage is essential for aligning sales & marketing and will improve both forecast accuracy & your funnel. But you can't build it with Salesforce.

Andy Mowat

Head of GTM Ops, Carta

Master Startup Finances
Master Startup Finances
Master Startup Finances

Get a complete finance toolkit to understand and manage your startup's finances when you connect Puzzle to Daydream.

Sasha Orloff

CEO at Puzzle Financial

Want to hit plan every time? These scorecards are the cheat code used by the world's best growth stage companies to manage P&L and go-to-market health.

Sarah Riley

CFO @ dbt

Offering end-to-end FP&A services, without hiring.

Manage your growing company seamlessly with an at-a-glance scorecard that makes sure you meet or beat plan, everytime.

Sarah Riley

CFO @ dbt

For Founders & C-Suite

Browse all Founders & C-Suite

All you need as an early-stage founder or first finance/ops hire to build an efficient, growing b2b company.

Master Startup Finances
Master Startup Finances

Get a complete finance toolkit to understand and manage your startup's finances when you connect Puzzle to Daydream.

Best-in-class board reporting, fully tailored to the needs of your business.

An end-to-end program to grow your sales.

Need something else?

We'd love to help. Let us know what you need, whether it's a best-practice metric, dashboard, report, or something else.

Make a request

Need something else?

We'd love to help. Let us know what you need, whether it's a best-practice metric, dashboard, report, or something else.

Make a request