Project Finance Tracker
Track project costs, income, profit margins, and more in one comprehensive Notion template
Project Finance Tracker is your all-in-one solution for managing projects, tracking expenses, estimating costs, and overseeing your profit margins. Designed for freelancers, agencies, business owners, and any sector or activity, this powerful Notion template streamlines your workflow and keeps your financials in check.
Screenshots
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Key Features
- Project Budgeting: Estimate costs, track actual costs, and calculate profit margins for each project.
- Task Management: Break projects down into detailed tasks, assign estimated and actual costs, and manage timelines.
- Income Tracking: Easily record client payments and track outstanding amounts.
- Expense Management: Log project-related expenses, link them to projects or providers.
- Client and Provider Databases: Manage clients and providers with linked databases to track ongoing relationships and related financials.
- Customizable Views: Multiple views to suit your workflow.
- Visual Data Insights: Generate charts for budget status, income, expenses, and more to keep a visual check on your financial performance.
What’s Included
- Projects Database: Manage active, completed, or quoted projects with full financial breakdowns.
- Tasks Database: Create and track tasks per project with cost estimates, real costs, and variance tracking.
- Income Database: Record all incoming payments and monitor paid vs. pending amounts.
- Expenses Database: Log all expenses related to projects or general business operations.
- Clients and Providers Databases: Manage contacts and streamline communications.
- Notes Database: The Notes database is designed to store any additional information or documentation related to your projects. It can include brainstorming ideas, meeting minutes, project feedback, or general project-related notes.
- Ready-to-Use Dashboard: Dashboard provides quick access to relevant and up-to-date data for seamless day-to-day operations.
- Charts: Includes multiple chart views. Visualize charts for budget status, income, expenses, and more to keep a visual check on your financial performance.
- Help Guide: This template includes a basic guide to help you manage your projects, clients, tasks, and finances. Explore each section to fully leverage this template's potential.
For Whom?
Project Finance Tracker is perfect for:
- Freelancers: Stay on top of your project budgets, client payments, and business expenses.
- Agencies: Manage multiple client projects, track costs and incomes, and calculate real-time profit margins.
- Business Owners: Keep track of all project-related financials, manage ongoing relationships with clients and providers, and optimize profitability.
- Any Industry or Sector: Whether you run a small business, agency, or operate in a specific field, this template is fully customizable and adaptable to your needs.
Whether you use the template as-is or customize it to meet your specific business needs or country regulations, Project Finance Tracker is flexible and adaptable.
Notion Template Advantages
- IIntuitive interface: Effortless navigation for both experienced and new Notion users
- Total Customization: Tailor the template to your specific needs.
- Real-Time Collaboration: Work seamlessly with your team.
- Universal Access: Accessible from any Internet-connected device, giving you the flexibility to manage the data from anywhere.
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
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