The Template Library

Internal tools, sorted by the team that needs them.

Order trackers, ticket queues, onboarding checklists, approval flows. Pick the template that matches your team, copy the prompt, and let the builder do the first ninety percent.

31 templates11 teams1 prompt each

31 of 31 templates

01

Order Tracking System

One place to follow every order from payment to delivery, so support stops digging through inboxes.

Customer Support TeamSales TeamFinance Team

Key features

Order timeline with status historyCustomer and item details per orderSearch by order ID, email or referenceStatus filters and overdue flagsCSV export for reconciliation

Build an internal Order Tracking System. Core objects: Order (reference, customer name, customer email, items, total, currency, status, placed date, promised date, carrier, tracking number, notes). Statuses: Pending, Paid, Packed, Shipped, Delivered, Cancelled, Refunded. Screens: 1. Orders table — searchable by reference, customer name or email; filter chips for status; highlight orders past their promised date in the accent colour. 2. Order detail — full customer and item breakdown plus a vertical status timeline showing who changed what and when. 3. New order form with validation. Rules: every status change writes an entry to the timeline with a timestamp and the user who made it. Show a small dashboard strip at the top with counts per status. Add CSV export of the current filtered view. Design: clean dashboard layout, left sidebar navigation, dark mode support, data-dense tables with generous row spacing.

02

Inventory Management Tool

Track stock levels, movements and reorder points across locations without another spreadsheet.

Facilities TeamFinance TeamSales Team

Key features

SKU catalogue with categoriesStock in / stock out movementsLow-stock and reorder alertsMulti-location stock levelsMovement history audit trail

Build an internal Inventory Management Tool. Core objects: Item (SKU, name, category, unit, cost, supplier, reorder point) and Movement (item, type in/out/adjustment, quantity, location, reason, date, user). Screens: 1. Inventory table — current quantity per item per location, computed from movements. Filter by category and location, search by SKU or name. Rows below the reorder point are flagged. 2. Item detail — stock by location, full movement history, and quick "receive stock" / "issue stock" actions. 3. Movements log with filters by type and date range. Rules: quantity is always derived from movements, never edited directly. Show a top strip with total SKUs, items below reorder point, and total stock value. Design: dashboard layout with a left sidebar, mono labels for numeric columns, dark mode support.

03

Internal Ticketing System

A shared queue for internal requests and issues, with owners, priorities and SLA timers.

Customer Support TeamEngineering TeamFacilities Team

Key features

Ticket queue with priority and ownerStatus workflow and assignmentThreaded comments per ticketSLA countdown and breach flagsTeam and category filters

Build an Internal Ticketing System. Core objects: Ticket (title, description, requester, assignee, team, category, priority low/medium/high/urgent, status Open/In progress/Waiting/Resolved/Closed, created date, due date) and Comment (ticket, author, body, date). Screens: 1. Queue view — table with filter chips for status, priority and team, plus a search box. Show an SLA countdown per ticket based on priority (urgent 4h, high 1 day, medium 3 days, low 7 days) and flag breaches. 2. Ticket detail — description, metadata sidebar, status/assignee controls, and a threaded comment feed. 3. New ticket form. Rules: status and assignee changes append a system entry to the comment feed. Add a "My tickets" filter. Design: dashboard with left sidebar, calm dark theme, priority shown as small uppercase mono badges.

04

Employee Onboarding Tracker

Every new hire gets the same checklist, and HR can see exactly where each one is stuck.

Human Resources TeamProject Management TeamFacilities Team

Key features

Reusable onboarding checklistsPer-hire progress percentageTask owners across departmentsDue dates relative to start dateBlocked-task visibility

Build an Employee Onboarding Tracker. Core objects: Hire (name, role, department, manager, start date, status), ChecklistTemplate (name, tasks) and Task (hire, title, owner role e.g. HR/IT/Manager/Facilities, due offset in days from start date, status Not started/In progress/Done/Blocked, notes). Screens: 1. Hires board — cards or table showing each new hire with a progress bar, start date, and count of overdue tasks. 2. Hire detail — the full checklist grouped by owner role, with checkboxes, due dates computed from the start date, and a notes field per task. 3. Templates screen to create and edit reusable checklists; creating a hire copies the chosen template. Rules: progress is the percentage of tasks marked Done. Highlight overdue and blocked tasks in the accent colour. Design: dashboard layout, left sidebar, dark mode support, soft cards with clear section headers.

05

Leave Management System

Request, approve and track time off with live balances and a team calendar that prevents clashes.

Human Resources TeamProject Management TeamFinance Team

Key features

Leave requests with approval flowLive balance per leave typeTeam absence calendarClash and coverage warningsApproval history log

Build a Leave Management System. Core objects: Employee (name, team, manager, annual allowance), LeaveRequest (employee, type Annual/Sick/Parental/Unpaid, start date, end date, working days, reason, status Pending/Approved/Rejected/Cancelled, decided by, decided at). Screens: 1. My leave — remaining balance, a request form with a date range picker that computes working days, and a list of my requests. 2. Approvals inbox for managers — pending requests with approve/reject buttons and a required comment on rejection. 3. Team calendar — month view showing who is away, with a warning when more than two people from the same team overlap. Rules: balance = allowance minus approved annual leave days. Never allow overlapping requests for the same employee. Design: dashboard with left sidebar, dark mode support, calendar cells using subtle accent fills.

06

Internal Request System

One front door for every internal ask — access, equipment, budget, legal review — routed automatically.

Facilities TeamLegal TeamFinance TeamEngineering Team

Key features

Configurable request types and formsAutomatic routing to the right teamMulti-step approval chainsStatus tracking for requestersFull audit trail

Build an Internal Request System. Core objects: RequestType (name, owning team, form fields, approval steps) and Request (type, requester, submitted values, current step, status Submitted/In review/Approved/Rejected/Fulfilled, history). Screens: 1. Request catalogue — cards for each request type (Software access, Equipment, Budget spend, Legal review, Facilities fix) with a short description. 2. Dynamic request form rendered from the selected type's fields. 3. My requests — status timeline for each submission. 4. Reviewer inbox — filtered to the reviewer's team, with approve/reject and comment. Rules: a request moves to the next approval step only when the current one is approved; rejection ends the chain and notifies the requester. Every action is written to an immutable history log. Design: dashboard with left sidebar, mono uppercase status badges, dark mode support.

07

Customer Feedback Inbox

Collect, tag and theme incoming feedback so support and product argue with evidence instead of anecdotes.

Customer Support TeamProduct Team

Key features

Central feedback capture formSentiment and theme taggingVolume by theme over timeLink feedback to product areasWeekly digest view

Build a Customer Feedback Inbox. Core objects: Feedback (source email/call/chat/review, customer, body, sentiment positive/neutral/negative, themes as tags, product area, date, linked ticket). Screens: 1. Inbox — chronological list with filter chips for sentiment, theme and product area, plus full-text search. 2. Themes view — each theme with its volume, sentiment split, and a sample of quotes. 3. Weekly digest — the top five themes of the last seven days with counts and representative quotes. Rules: allow bulk tagging from the inbox. Show a simple bar chart of feedback volume per theme. Design: dashboard with left sidebar, dark mode, quotes rendered as bordered pull quotes.

08

Knowledge Base Manager

Internal help articles with owners and review dates, so nothing quietly goes out of date.

Customer Support TeamHuman Resources TeamEngineering Team

Key features

Article editor with categoriesOwner and next-review dateStale-content warningsSearch across all articlesDraft and published states

Build an internal Knowledge Base Manager. Core objects: Article (title, category, body in markdown, owner, status Draft/Published/Archived, last reviewed date, review interval in months, tags). Screens: 1. Browse — sidebar of categories, searchable article list, article reader with rendered markdown. 2. Editor — markdown editing with live preview, category, tags, owner and review interval. 3. Health view — articles past their next review date, articles with no owner, and articles never opened. Rules: next review date = last reviewed + review interval. Flag overdue articles clearly in the accent colour. Design: documentation-style dashboard, left sidebar, comfortable reading width, dark mode support.

09

Policy Acknowledgement Tracker

Publish a policy, track who has read and signed it, and chase the ones who haven't.

Human Resources TeamLegal Team

Key features

Versioned policy documentsPer-employee acknowledgementCompletion rate by departmentAutomatic re-sign on new versionExportable compliance report

Build a Policy Acknowledgement Tracker. Core objects: Policy (title, body, version, effective date, audience departments) and Acknowledgement (policy version, employee, acknowledged at, signature text). Screens: 1. Policies list — each with version, effective date and a completion percentage bar. 2. Policy detail — full text, the list of who has and has not acknowledged, and a chase action. 3. Employee view — outstanding policies to read, with a scroll-to-bottom-then-confirm flow. Rules: publishing a new version resets acknowledgements for that policy and marks it outstanding again. Add an export of the acknowledgement register. Design: dashboard with left sidebar, serious and legible typography, dark mode support.

10

Contract Repository

Every signed agreement in one searchable place, with renewal dates that surface before they bite.

Legal TeamFinance TeamSales Team

Key features

Contract records with counterpartyKey dates and renewal alertsValue and payment termsDocument attachmentsStatus and owner tracking

Build a Contract Repository. Core objects: Contract (title, counterparty, type MSA/NDA/SOW/Vendor/Employment, owner, status Draft/In review/Signed/Expired/Terminated, start date, end date, notice period days, auto-renew boolean, value, currency, payment terms, attachments, notes). Screens: 1. Contracts table — search by title or counterparty, filter chips for type and status, sortable by end date. 2. Contract detail — all metadata, attachment list, and a renewal panel showing the last date to give notice (end date minus notice period). 3. Renewals dashboard — contracts expiring or requiring notice in the next 30/60/90 days. Rules: highlight contracts where the notice deadline is within 30 days. Never delete records; archive instead. Design: dashboard with left sidebar, mono for dates and amounts, dark mode support.

12

Sales Pipeline CRM

A lightweight deal board with stages, values and next actions — everything a small sales team needs.

Sales TeamMarketing Team

Key features

Kanban pipeline by stageDeal value and weighted forecastContacts and companiesActivity log and next actionWin/loss reasons

Build a lightweight Sales Pipeline CRM. Core objects: Company, Contact (company, name, role, email), Deal (title, company, contact, owner, value, currency, stage Lead/Qualified/Proposal/Negotiation/Won/Lost, probability, expected close date, next action, next action date, lost reason) and Activity (deal, type call/email/meeting/note, body, date). Screens: 1. Pipeline board — drag-and-drop columns per stage, each column showing deal count and total value. 2. Deal detail — metadata, activity feed, and a next-action panel. 3. Forecast view — weighted pipeline (value x probability) grouped by expected close month. Rules: moving a deal to Won or Lost requires a close date, and Lost requires a reason. Flag deals with no activity in 14 days. Design: dashboard with left sidebar, dark mode, compact deal cards with mono values.

13

Quote & Proposal Generator

Build a priced proposal from reusable line items and send a clean, consistent document every time.

Sales TeamFinance Team

Key features

Reusable service and price catalogueLine items with discounts and taxBranded proposal previewApproval before sendingAccepted / declined tracking

Build a Quote and Proposal Generator. Core objects: CatalogItem (name, description, unit price, unit) and Quote (client, contact, items with quantity and discount, subtotal, tax rate, total, valid until, status Draft/Awaiting approval/Sent/Accepted/Declined/Expired, notes, terms). Screens: 1. Quotes list with status filters and totals. 2. Quote builder — pick items from the catalogue, adjust quantity and discount, watch the totals recalculate live. 3. Proposal preview — a clean printable document with cover section, scope, pricing table and terms. Rules: discounts above 20% require approval before the quote can be sent. Quotes past their valid-until date flip to Expired automatically. Design: dashboard with left sidebar for the app, but the proposal preview should be a clean document view suitable for PDF export.

14

Expense Approval Tracker

Submit expenses with receipts, route them by amount, and close the month without chasing anyone.

Finance TeamHuman Resources Team

Key features

Expense submission with receiptsThreshold-based approval routingCategory and budget codingReimbursement statusMonthly export for accounting

Build an Expense Approval Tracker. Core objects: Expense (submitter, date, merchant, category, amount, currency, project or cost centre, receipt attachment, description, status Draft/Submitted/Approved/Rejected/Reimbursed, approver, decided at). Screens: 1. My expenses — submission form with receipt upload and a list of my claims by status. 2. Approvals inbox — expenses awaiting my decision, with the receipt shown side by side. 3. Finance view — all approved expenses, filterable by month, category and cost centre, with totals and a CSV export. Rules: expenses under 100 need one approval from the line manager; 100 and above also need finance approval. Rejections require a comment. Design: dashboard with left sidebar, mono for all amounts, dark mode support.

15

Invoice & Payment Monitor

See what has been billed, what has been paid and what is overdue, without opening the accounting system.

Finance TeamSales Team

Key features

Invoice register with due datesAgeing buckets for receivablesPayment recordingClient statement viewChase reminders list

Build an Invoice and Payment Monitor. Core objects: Invoice (number, client, issue date, due date, amount, currency, status Draft/Sent/Part paid/Paid/Overdue/Written off, notes) and Payment (invoice, amount, date, method, reference). Screens: 1. Invoices table — filters for status and client, search by number, sortable by due date. 2. Ageing dashboard — receivables split into current, 1-30, 31-60, 61-90 and 90+ days overdue, with totals. 3. Client statement — all invoices and payments for one client with a running balance. Rules: status derives from payments and due date, never set by hand except Draft and Written off. Show a chase list of invoices overdue by more than 7 days. Design: dashboard with left sidebar, dense financial tables, mono numerals right-aligned, dark mode support.

16

Budget Planning Board

Plan spend by department and quarter, then watch actuals land against the plan.

Finance TeamProject Management Team

Key features

Budget lines by departmentQuarterly planned vs actualVariance highlightingSpend request linkingRolling forecast view

Build a Budget Planning Board. Core objects: BudgetLine (department, category, fiscal year, quarterly planned amounts, owner) and Actual (budget line, month, amount, source note). Screens: 1. Plan grid — departments as rows, quarters as columns, editable planned amounts with row and column totals. 2. Plan vs actual — the same grid showing planned, actual and variance, with over-budget cells in the accent colour. 3. Department detail — monthly actuals against the plan with a simple line chart. Rules: variance = actual minus planned; show it both absolute and as a percentage. Lock planned amounts once a quarter is closed. Design: dashboard with left sidebar, spreadsheet-like grid but with generous spacing, mono numerals, dark mode support.

17

Project Portfolio Dashboard

Every active project with owner, health, milestones and risks on one screen for the weekly review.

Project Management TeamProduct TeamEngineering Team

Key features

Portfolio health at a glanceMilestones and due datesRAG status with commentaryRisks and blockers registerWeekly status snapshots

Build a Project Portfolio Dashboard. Core objects: Project (name, owner, sponsor, team, start date, target date, status Not started/On track/At risk/Off track/On hold/Done, summary), Milestone (project, title, due date, done) and Risk (project, description, impact, likelihood, mitigation, owner, status). Screens: 1. Portfolio grid — one card per project showing RAG status, next milestone, days to target and open risk count. 2. Project detail — milestone timeline, risk register and a status update feed. 3. Weekly review — a printable summary of all projects with this week's status commentary. Rules: a status change requires a short commentary. Automatically flag At risk when the next milestone is overdue. Design: dashboard with left sidebar, RAG shown with restrained colour, dark mode support.

18

Meeting & Action Tracker

Capture decisions and actions during the meeting so they survive it, with owners and due dates.

Project Management TeamHuman Resources TeamProduct Team

Key features

Agenda and notes per meetingActions with owner and due dateDecisions logCarry-over from last meetingOverdue action digest

Build a Meeting and Action Tracker. Core objects: Meeting (title, series, date, attendees, agenda, notes), Action (meeting, description, owner, due date, status Open/Done/Cancelled) and Decision (meeting, description, decided by). Screens: 1. Meetings list grouped by series, newest first. 2. Meeting workspace — agenda on the left, notes in the middle, actions and decisions captured inline with quick-add. 3. Actions view — all open actions across meetings, filterable by owner, with overdue items flagged. Rules: opening a new meeting in a series automatically carries over open actions from the previous one. Design: dashboard with left sidebar, fast keyboard-friendly capture, dark mode support.

19

Resource Capacity Planner

See who is allocated to what, week by week, and spot the over-booked people before they burn out.

Project Management TeamEngineering TeamHuman Resources Team

Key features

Weekly allocation gridCapacity vs allocated hoursOver-allocation warningsLeave-aware availabilityProject staffing view

Build a Resource Capacity Planner. Core objects: Person (name, role, weekly capacity hours, team), Allocation (person, project, week starting, hours) and Absence (person, start date, end date). Screens: 1. Capacity grid — people as rows, weeks as columns, each cell showing allocated hours out of capacity with a subtle fill bar; cells over capacity use the accent colour. 2. Project staffing — for one project, who is allocated and for how many hours per week. 3. Availability view — people with free hours in the next four weeks. Rules: absences reduce that week's capacity proportionally. Allocations are editable inline. Design: dashboard with left sidebar, horizontally scrollable grid with sticky first column, mono numerals, dark mode support.

20

Bug Triage Board

A focused board for incoming bugs with severity, reproduction steps and triage decisions.

Engineering TeamProduct TeamCustomer Support Team

Key features

Structured bug report formSeverity and priority triageReproduction steps and environmentDuplicate linkingTriage decision log

Build a Bug Triage Board. Core objects: Bug (title, reporter, area, environment, steps to reproduce, expected, actual, severity S1-S4, status New/Triaged/Accepted/In progress/Fixed/Won't fix/Duplicate, assignee, duplicate of, first seen, occurrences). Screens: 1. Triage inbox — new bugs sorted by severity, with quick actions to accept, mark duplicate or decline with a reason. 2. Board — columns by status, cards showing severity badge and area. 3. Bug detail — full report, occurrence count, linked duplicates, and a comment thread. Rules: S1 bugs pin to the top of every view. Marking a duplicate links the two and merges occurrence counts. Design: dashboard with left sidebar, monospace for environment and steps, dark mode support.

21

Deployment & Release Log

A dependable record of what shipped, when, by whom, and what broke afterwards.

Engineering TeamProduct Team

Key features

Release entries with change listEnvironment and version trackingRollback recordsIncident linkingRelease notes generation

Build a Deployment and Release Log. Core objects: Release (version, environment staging/production, deployed at, deployed by, changes list, risk level, rollback of, status Deployed/Rolled back/Failed, notes) and Incident (release, description, severity, started at, resolved at). Screens: 1. Timeline — reverse-chronological releases per environment with version, author and change count. 2. Release detail — the full change list, linked incidents, and a rollback action that creates a linked rollback record. 3. Release notes view — a clean, shareable summary of changes between two versions. Rules: never edit a released entry; corrections are appended as notes. Show time since last production release. Design: dashboard with left sidebar, monospace for versions and timestamps, dark mode support.

22

On-Call & Incident Tracker

Who is on call, what broke, how long it took and what changed afterwards.

Engineering TeamCustomer Support Team

Key features

On-call rota by weekIncident timeline with severityTime to acknowledge and resolvePostmortem action itemsRecurring cause tagging

Build an On-Call and Incident Tracker. Core objects: Rota (week starting, primary, secondary), Incident (title, severity SEV1-SEV3, started at, acknowledged at, resolved at, services affected, summary, cause tags, responder) and ActionItem (incident, description, owner, due date, status). Screens: 1. Current on-call banner plus the rota for the next eight weeks. 2. Incidents list with severity filters, showing time to acknowledge and time to resolve for each. 3. Incident detail — chronological timeline, summary, cause tags and postmortem action items. 4. Trends — incident count and median resolve time per month, plus the most common cause tags. Rules: SEV1 incidents require a postmortem with at least one action item before they can be closed. Design: dashboard with left sidebar, calm dark theme, severity as mono uppercase badges.

23

Data Request Queue

Stop analytics requests arriving over chat — capture them properly, prioritise, and show the answer.

Data Analytics TeamProduct TeamMarketing Team

Key features

Structured request intakeBusiness-question framingPrioritisation scoringAnalyst assignmentAnswer and dashboard links

Build a Data Request Queue. Core objects: DataRequest (title, requester, team, business question, decision it informs, deadline, effort estimate, priority score, analyst, status New/Prioritised/In progress/Blocked/Delivered/Declined, answer summary, dashboard link). Screens: 1. Intake form that forces a business question and the decision it will inform. 2. Prioritisation board — requests scored by impact and effort, sorted, with drag to reorder. 3. Request detail — thread with the requester, answer summary and links to the resulting dashboard or query. 4. Delivered archive, searchable, so repeat questions get an instant answer. Rules: a request cannot move to In progress without an analyst and an effort estimate. Design: dashboard with left sidebar, dark mode, mono labels for scores.

24

Metrics Definition Catalogue

One agreed definition per metric, with owner and source, so two dashboards stop disagreeing.

Data Analytics TeamFinance TeamProduct Team

Key features

Metric definitions with formulasOwner and source systemVersion history of definitionsRelated dashboards and queriesSearch by name or synonym

Build a Metrics Definition Catalogue. Core objects: Metric (name, synonyms, plain-English definition, formula, grain, source system, owner, refresh cadence, caveats, related dashboards, status Draft/Approved/Deprecated) and DefinitionVersion (metric, body, changed by, changed at, reason). Screens: 1. Catalogue — searchable list grouped by domain, matching on name and synonyms. 2. Metric detail — definition, formula in a monospace block with a copy button, caveats callout, and links to dashboards. 3. Change history for each metric with a reason per change. Rules: only approved metrics appear in the default catalogue view; deprecated ones show a clear banner pointing to their replacement. Design: documentation-style dashboard, left sidebar, monospace formulas, dark mode support.

25

Experiment Tracker

Every A/B test with its hypothesis, metric, result and decision — recorded before anyone forgets.

Data Analytics TeamProduct TeamMarketing Team

Key features

Hypothesis and success metricVariant and traffic splitRun dates and sample sizeResult and confidenceShip / rollback decision log

Build an Experiment Tracker. Core objects: Experiment (name, owner, surface, hypothesis, primary metric, guardrail metrics, variants with traffic split, start date, end date, sample size, status Planned/Running/Concluded/Abandoned, result lift, confidence, decision Ship/Rollback/Iterate, learnings). Screens: 1. Experiments list with status filters and a running-now section. 2. Experiment detail — hypothesis and metric definitions up top, results panel below, decision and learnings at the bottom. 3. Learnings library — concluded experiments searchable by surface and metric, showing only hypothesis, result and learning. Rules: an experiment cannot be concluded without a result, a decision and a written learning. Design: dashboard with left sidebar, dark mode, results shown with mono numerals and a clear lift indicator.

26

Office Space & Desk Booking

Book desks and rooms against a real floor plan, and see how the office is actually used.

Facilities TeamHuman Resources Team

Key features

Desk and room booking by dayFloor plan or zone viewRecurring bookingsOccupancy reportingNo-show tracking

Build an Office Space and Desk Booking tool. Core objects: Space (name, type desk/meeting room/parking, zone, capacity, amenities) and Booking (space, person, date, start time, end time, recurring rule, checked in boolean). Screens: 1. Book — pick a date, see available spaces by zone as a simple grid, book in one click. 2. My bookings with cancel and check-in actions. 3. Occupancy report — utilisation per zone per weekday over the last month, plus a no-show rate. Rules: prevent double booking of the same space and time. Auto-release a desk booking not checked in by 11:00. Design: dashboard with left sidebar, zone grid with clear available/taken states, dark mode support.

27

Maintenance Work Orders

Log building issues, assign contractors and keep an asset history that survives staff turnover.

Facilities TeamFinance Team

Key features

Issue reporting with photosAsset register and locationContractor assignment and costPreventive maintenance scheduleWork order history per asset

Build a Maintenance Work Orders tool. Core objects: Asset (name, category, location, installed date, warranty until, service interval months), WorkOrder (asset or location, reported by, description, photos, priority, assigned contractor, scheduled date, completed date, cost, status Reported/Scheduled/In progress/Completed/Cancelled). Screens: 1. Report an issue — short form with location picker and photo upload. 2. Work order queue with priority and status filters, plus a scheduling calendar. 3. Asset detail — full maintenance history, total spend, and the next preventive service date. Rules: preventive work orders are generated automatically from each asset's service interval. Show total maintenance spend per month. Design: dashboard with left sidebar, photo thumbnails in cards, dark mode support.

28

Content Calendar

Plan, draft and publish content across channels with owners, deadlines and status in one view.

Marketing TeamProduct Team

Key features

Month and list calendar viewsChannel and campaign taggingDraft workflow with reviewersAsset checklist per piecePublished archive with links

Build a Content Calendar. Core objects: ContentPiece (title, channel blog/newsletter/social/video, campaign, owner, reviewer, brief, target publish date, status Idea/Drafting/In review/Scheduled/Published, asset checklist, published URL). Screens: 1. Calendar month view with pieces on their target dates, colour-coded by channel. 2. Pipeline list grouped by status with owner filters. 3. Piece detail — brief, draft link, asset checklist (copy, image, thumbnail, alt text) and review comments. Rules: a piece cannot move to Scheduled until every asset checklist item is ticked and a reviewer has approved. Design: dashboard with left sidebar, calendar cells with subtle channel accents, dark mode support.

29

Campaign Performance Tracker

Log each campaign's spend, results and learnings so the next one starts from evidence.

Marketing TeamData Analytics TeamSales Team

Key features

Campaign register with budgetChannel-level spend and resultsCost per lead and ROICreative and copy linksPost-campaign learnings

Build a Campaign Performance Tracker. Core objects: Campaign (name, objective, owner, start date, end date, budget, status) and ChannelResult (campaign, channel, spend, impressions, clicks, leads, customers, revenue). Screens: 1. Campaigns list with budget, spend to date and a simple ROI figure. 2. Campaign detail — channel results table with computed CTR, cost per lead and cost per customer, plus links to creative. 3. Comparison view — campaigns side by side on cost per lead and ROI. 4. Learnings section per campaign, required before it can be closed. Rules: all derived metrics are computed, never entered. Flag campaigns tracking over budget. Design: dashboard with left sidebar, mono numerals, restrained use of accent for winners, dark mode support.

30

Product Feature Request Board

Collect requests, merge duplicates, weigh demand and show people where their idea landed.

Product TeamCustomer Support TeamSales Team

Key features

Request submission and votingDuplicate mergingDemand weighted by account valueStatus updates back to requestersRoadmap linking

Build a Product Feature Request Board. Core objects: FeatureRequest (title, description, submitted by, area, votes, linked accounts with value, status Under review/Planned/In progress/Shipped/Not planned, merged into, roadmap item) and Vote (request, voter, account, note). Screens: 1. Board — requests sorted by weighted demand (vote count plus linked account value), with area filters and search. 2. Request detail — description, supporting notes from voters, linked accounts, and status with a public-facing update. 3. Merge flow — combine duplicates, transferring votes and linked accounts. Rules: changing status requires an update note that is shown to everyone who voted. Not planned requires a reason. Design: dashboard with left sidebar, compact request rows with vote counts in mono, dark mode support.

31

Product Roadmap Planner

A quarter-by-quarter roadmap tied to outcomes, with confidence levels instead of fake certainty.

Product TeamProject Management TeamEngineering Team

Key features

Now / Next / Later columnsOutcome and success metric per itemConfidence level taggingDependency flagsChange history for stakeholders

Build a Product Roadmap Planner. Core objects: RoadmapItem (title, outcome, success metric, horizon Now/Next/Later, quarter, owner, team, confidence High/Medium/Low, effort T-shirt size, dependencies, linked feature requests, status) and Change (item, field, from, to, reason, date). Screens: 1. Roadmap board — Now / Next / Later columns with cards showing outcome, confidence and effort. 2. Quarter view — items grouped by quarter and team, with dependency warnings when an item depends on something scheduled later. 3. Item detail — outcome, metric, linked requests and full change history. Rules: every item must state an outcome and a success metric before leaving Later. Moving an item between horizons requires a reason. Design: dashboard with left sidebar, confidence as mono uppercase badges, dark mode support.