Daydream Templates
Most used templates
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
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 build an efficient marketing engine? Start with a firm grasp over your end-to-end funnel. 🚀
Kathleen Estreich & Emily Kramer
Founders @ MKT1
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 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
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 Finance
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.