Business Dashboard

About this template
Every business needs a system.
Not a bunch of random tools slapped together.
Not 15 open tabs and spreadsheets that don’t talk to each other.
A real system — where everything connects and actually makes sense.
If you’ve been on LinkedIn,
watched a few webinars,
or just scrolled through other people’s success stories...
You’ve probably seen the pattern.
They’re not doing anything magical.
They just have their workflow locked in.
That’s what this Notion setup is about.
Nothing fancy.
Who’s this for?
Pretty much anyone doing their own thing:
Freelancers
Entrepreneurs
Agencies
Small business owners
Digital nomads
Startups
Creatives
Consultants
Remote teams
Even real estate folks
And yeah, solopreneurs too
What’s inside?
All the stuff you’d normally spread across 5+ tools:
A simple sales CRM
Project and task manager
Social media planner
Finance tracker
Contact database
Notes and meeting tracker
Shareable invoices
Client portal
Resource library
Little automations to make everything smoother