Ultimate Business Dashboard Notion Template, Small Business, CRM, Sales, Marketing, Project Management

Streamline your business operations with our Small Business Dashboard Notion template. This comprehensive tool empowers small business owners to efficiently manage key aspects of their operations, including sales performance tracking, client management, product database, task and project organization, social media planning, and more.

With customizable sections and intuitive features, this dashboard provides a centralized hub for organizing information, monitoring metrics, and making data-driven decisions. From tracking sales targets to managing client relationships, our Small Business Dashboard template simplifies the complexities of running a small business, helping you focus on growth and success.

Best features:

• Sales Performance: Monitor and analyze your sales data to track revenue trends, identify top-performing products or services, and optimize your sales strategies for growth.
• CRM: Centralize customer information, manage interactions, and streamline client relationships to enhance customer satisfaction and loyalty.
• Profit Tracker: Keep tabs on your business's financial health by tracking income and expenses, calculating profits, and gaining insights into your financial performance.
• Bookkeeping: Seamlessly manage your finances with tools to record transactions, track income and expenses, balance budgets, and optimize cost-efficiency.
• Product Database: Organize and manage your inventory efficiently by maintaining a database of products, including details like stock levels, pricing, and variations.
• To-Do List: Stay organized and focused by creating, prioritizing, and tracking tasks to ensure nothing falls through the cracks.
• Projects: Plan, coordinate, and monitor your projects from start to finish, keeping all project-related information and tasks centralized for easy collaboration and execution.
• Social Media Planner: Schedule and manage your social media content, track engagement metrics, and plan campaigns to build your online presence and engage with your audience effectively.
• Business Goals: Set, track, and measure progress towards your business objectives, aligning your efforts with strategic goals for long-term success.
• Brand Strategy and Visuals: Define and maintain your brand identity, including messaging, visual elements, and brand guidelines, to ensure consistency and reinforce brand recognition across all channels.
  

NOTES

Digital Product & Refund Policy

This is a digital download. No physical product will be shipped.

Access to the template is provided instantly after purchase.

All sales of digital products are final and non-returnable. Refunds and exchanges are not offered, as access cannot be removed once the template has been delivered.

If you experience any issues, please feel free to contact me directly—I’m always happy to assist and typically respond within 24 hours.

License & Usage

This template and any included files or widgets are licensed for personal or internal team use only.

Redistribution, resale, or sharing the files—whether original or modified—with clients or external users is strictly prohibited. Your purchase grants a non-transferable license for use within your own Notion workspace only.

All files included are for personal use only. Unauthorized redistribution or resale may result in appropriate action to protect intellectual property rights.

Language & Currency

This template is designed and labeled in English. You’re welcome to change page titles, labels, and text inside Notion to your preferred language; however, please note that some formulas rely on specific property names, and changing those may affect how the template functions.

All amounts in the template are shown in USD, but currency symbols and formatting can be adjusted inside Notion to match your own preference (such as EUR, GBP, or others). If you’re unsure how to do this, I’m happy to help guide you.

Notion Plan Requirements

All templates work on the free Notion plan. Please note that Notion limits free accounts to one visible chart at a time. Templates with multiple charts still function fully, but only one chart can be visible simultaneously. This limitation comes from Notion, not the template.