Daydream Templates

Connect your live data to Templates to inspire and help you get started quickly.

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

Most used templates

Being able to see your sales data over time is essential for decision-making, forecasting, identifying issues, and more. But you can't do it easily in your CRM.

Stephen Daniels

Head of GTM Ops, Cresta

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

Parker Gilbert

CEO @ Numeric

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

VP Finance & Strategy, dbt

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

Kathleen Estreich & Emily Kramer

Founders @ MKT1

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

Get to clean sales data in 90% less time. Essential for optimizing your GTM motion. A complete playbook with (optional) hands-on support.

Daniel Cohen-Arcamone

Ex-Chief of Staff & Biz Unit Head @ CloudKitchens

For Founders & C-Suite

Browse all Finance

Browse all

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

Parker Gilbert

CEO @ Numeric

Built for early-stage founders, finance, & execs. Get the key metrics you need to stay on top of your finances & support investor conversations.

Parker Gilbert

CEO @ Numeric

Built for founder sales to your first couple reps. The metrics you need to build a consistent, recurring sales motion and grow revenue.

Parker Gilbert

CEO @ Numeric

The essential metrics you need to run and grow a B2C business.

For Sales & Go-To-Market

Browse all Sales & GTM

Browse all

Being able to see your sales data over time is essential for decision-making, forecasting, identifying issues, and more. But you can't do it easily in your CRM.

Stephen Daniels

Head of GTM Ops, Cresta

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

Kathleen Estreich & Emily Kramer

Founders @ MKT1

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

Get to clean sales data in 90% less time. Essential for optimizing your GTM motion. A complete playbook with (optional) hands-on support.

Daniel Cohen-Arcamone

Ex-Chief of Staff & Biz Unit Head @ CloudKitchens

Being able to see your sales data over time is essential for decision-making, forecasting, identifying issues, and more. But you can't do it easily in your CRM.

Stephen Daniels

Head of GTM Ops, Cresta

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

Kathleen Estreich & Emily Kramer

Founders @ MKT1

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

Get to clean sales data in 90% less time. Essential for optimizing your GTM motion. A complete playbook with (optional) hands-on support.

Daniel Cohen-Arcamone

Ex-Chief of Staff & Biz Unit Head @ CloudKitchens

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

VP Finance & Strategy, dbt

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

Sarah Riley

VP Finance & Strategy, dbt

The key financial metrics every startup needs to know.

The key financial metrics that'll help you grow efficiently and stay solvent.

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.

Built for early-stage founders, finance, & execs. Get the key metrics you need to stay on top of your finances & support investor conversations.

Built for founder sales to your first couple reps. The metrics you need to build a consistent, recurring sales motion and grow revenue.

The essential metrics you need to run and grow a B2C business.

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