Ultimate Business Dashboard

About this template
🚀 Build a predictable business, not just a busy one
Juggling tools for leads, projects, invoices, and notes creates lost follow-ups, missed deadlines, and messy handoffs.
Ultimate Business Dashboard gives you a single, connected system so pipeline → project → delivery → cash flows without friction. Quick Actions speed up routine work, and linked databases keep everything in sync.
✅ Benefits you’ll feel
Close more
: Never drop a lead or meeting follow-up.Deliver on time
: Clear handoff from
pipeline to projects to tasks
.Work faster
: One-click
Quick Actions
for repeat workflows.Know your numbers
: Centralize
finances & contracts
for visibility.Scale smoothly
: Ready for
solo operators or small teams
with people and knowledge areas.
🧩 What’s inside (proof points)
Operations
: Projects, Task Manager, Content Planner.Clients
: Pipeline, Clients, Client Meeting Notes.People
: Team Profiles, Team Meeting Notes, Recruiting, Vacancies.Knowledge
: Assets, Case Studies, Resources, Strategies.Admin
: Company Docs, Finances, Contracts, All Databases.Speed boosters
: Quick Actions and a Master Task Manager overview.
🎯 Perfect for
Freelancers, consultants, creators, and boutique agencies who want a simple, repeatable operating system to run the business side without chaos.
Duplicate to Notion, customize in minutes, and start running your business on one clean dashboard.