ALL TEMPLATES
Tech Stack Inventory template
Every tool that touches revenue operations.
Download Tech Stack Inventory as Excel or CSV, free.
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Worked example
7 filled rows showing the level of detail that makes this inventory useful — from one fictional mid-market B2B SaaS company, so the examples across the library describe a single coherent operation. The download keeps these on a separate sheet, so the one you fill in starts empty.
| Tool Name | Category | Vendor | Monthly Cost | Admin | # Users | Contract Term | # Integrations |
|---|---|---|---|---|---|---|---|
| HubSpot | CRM | HubSpot Inc | $3,200 | R. Okafor | 48 | Annual | 9 |
| Salesforce (legacy) | CRM | Salesforce | $1,450 | unassigned | 6 | Annual | 2 |
| Outreach | Sales Engagement | Outreach.io | $1,900 | D. Whyte | 22 | Annual | 3 |
| Looker Studio | BI/Reporting | $0 | M. Alvarez | 31 | Free | 4 | |
| Stripe | Billing | Stripe | usage | Finance | 5 | Month-to-month | 3 |
| Zendesk | Support | Zendesk | $890 | S. Idris | 14 | Annual | 2 |
| Workato | Integration/iPaaS | Workato | $2,100 | R. Okafor | 3 | Multi-year | 11 |
What's in it — 8 columns
The full schema is below, so you can see exactly what you're getting before you download it — or rebuild it by hand if you'd rather.
| Column | Input | Allowed values / hint |
|---|---|---|
| Tool Name | Text | e.g. HubSpot |
| Category | Choose one | CRM · MAP · Sales Engagement · Analytics · BI/Reporting · Billing · Support · Scheduling · Integration/iPaaS · Spreadsheet · Communication · Other |
| Vendor | Text | e.g. HubSpot Inc |
| Monthly Cost | Text | $ |
| Admin | Text | Who manages it? |
| # Users | Text | How many? |
| Contract Term | Choose one | Month-to-month · Annual · Multi-year · Free |
| # Integrations | Text | How many connections? |
LEARN HOW TO FILL IT IN
This schema comes from Tool Metadata in RevOps Audit, where the same table is an interactive tool that saves your work and exports into the full audit workbook.
See the course