Digital Business Project & Finance Management
Manage Projects, Track Finances, and Stay Organized—All in One Notion Template
Take full control of your digital business with a comprehensive Notion template designed for freelancers, agencies, and small teams. From managing projects and tracking tasks to handling finances and client interactions, this all-in-one system helps you stay organized, productive, and profitable.
Screenshots
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Key Features
✅ Project & Task Management – Plan, organize, and track progress on all your projects with an intuitive task management system.
✅ Time Tracking – Log multiple time entries for each task, perfect for long-term projects or tasks with multiple breaks.
✅ Financial Tracking – Monitor your income, expenses, and overall balance to keep your business financially healthy.
✅ Client & Interaction Management – Keep track of your clients, past interactions, and follow-ups to maintain strong relationships.
✅ Resource & Tech Stack Management – Organize your subscriptions, tools, and software to optimize workflow and expenses.
✅ Inspiration & Notes – Capture creative ideas, references, and essential notes for easy access whenever you need them.
✅ Business Summary & Charts– Get instant insights into your projects, finances, and productivity with a comprehensive dashboard and charts.
What's Included?
📌 Fully Structured Notion Template – Pre-built databases and dashboards for seamless project and business management.
📌 Comprehensive Dashboard – A central hub with quick access to projects, tasks, finances, and more.
📌 Automations & Formulas – Smart tracking for time, financial calculations, and key business metrics.
📌 Customizable Views – Adapt the template to your workflow with different layouts for projects, finances, and reports.
📌 Help Guide – A built-in help guide to get you started quickly and make the most of the template.
For Whom
🔹 Freelancers – Easily manage your client projects, track payments, and keep your finances in check.
🔹 Agencies & Small Teams – Collaborate on tasks, track project progress, and maintain clear financial oversight.
🔹 Digital Creators – Organize your resources, inspiration, and workflows to enhance creativity and efficiency.
🔹 Entrepreneurs & Business Owners – Gain full control of your operations, from project planning to financial tracking.
Format
Notion Template
* Notion Plus plan or higher can create/visualize unlimited charts. Free plans are limited to 1 chart (on the entire account). Notion Templates FAQs
Purchase the Template
Secure payment.
Delivery is automatic upon successful payment.
No refunds are allowed due to the digital nature of Notion templates.
Do you have any questions? Feel free to reach out to me via email.
