A deal room is a private space where you can manage and organize your pitch decks, leads and deals, and store proposals and contracts. This template can help you keep track of all your sales prospects in one place, so you can focus on the deals that are most important to you.

Hex is a collaborative data platform that allows teams to explore, analyze, and share data in a single, centralized location. Hex makes it easy to build and share data-driven applications that can be used by anyone, and now fully integrates with Notion. This integration allows users to include Hex apps directly on their Notion pages, eliminating the need for chart screenshots and other manual workarounds. This template can be used to streamline information flow between Notion and Hex, reducing overhead and improving collaboration.

To achieve the goals you set for your team this year, you need more than just a plan — you need a system to keep your goals at the forefront of your mind and connect them to specific projects. This template from another company provides a clear way to see how team projects contribute to company goals, and allows you to build transparency by assigning team leads and timelines. With a system like this, you can plan with clarity and execute with confidence.

This product is a tool for setting and tracking company objectives and key results (OKRs). With this tool, users can define qualitative objectives and then break them down into quantifiable key results. These key results can be assigned to teams and team members, making it clear who is responsible for achieving each one. The tool provides an aggregated summary of progress towards each objective, based on the status of its related key results. Additionally, objectives and key results can be linked to other databases in the workspace, such as projects and tasks, to provide a more complete view of progress and alignment with company goals.

At Crowdcast, we believe that intentionally designed workspaces lead to better work. This template allows teams to pull information from multiple sources to create a personalized dashboard. Each team can set up their own dashboard with the information that is most important to them. For example, the sales team could track their high-priority deals by status, while the marketing team could see editorial projects by month. This template can help drive remote collaboration and build transparency across your organization. By using it, you can ensure that everyone has the information they need to do their best work.

This template allows you to customize your work tasks and goals to increase productivity and efficiency. It also enables you to align your daily work and ongoing projects with your organization's performance management metrics to ensure you're prepared for your annual evaluation. Additionally, it enables you to track your professional development interests to continue growing and achieving success.

+1 Labs, the innovation lab at Match Group (Tinder, Hinge, Match, OkCupid), developed this roadmap template to help teams prioritize their big bets for the year and maintain a clear vision and focus. The template is designed to provide clarity around what the team wants to pursue and when, allowing them to move forward with confidence and direction. By using this template, teams can better align their efforts and resources towards achieving their most important goals.

Project charters are a crucial element of any project and play a vital role in setting the direction of your venture. They serve as a tool to align sponsors, stakeholders, and the team, and provide a clear overview of the project's scope, objectives, and participants. Use this template to create a dynamic project charter that stays relevant throughout the project.

Use this template from another company to source ideas from your team even when you're not in the same room. Articulate a question you'd like to have answered. At the same time, people can add their bulleted ideas below that question and tag themselves.

Post-mortem meetings provide a comprehensive view of projects, unlike other meetings in the project management process. By conducting regular post-mortem meetings after every project, you can build up institutional knowledge that can be used to create structured processes and improve team communication. This template can help you streamline future projects and enhance organizational learning. By using this template, you can improve the effectiveness of your post-mortem meetings and gain valuable insights into your projects.