Notion Freelance Business Dashboard [FBD]

As a freelancer, you juggle multiple projects, invoices, and deadlines—often all at once. This Freelance Business Dashboard in Notion consolidates your entire workflow into one organized hub. From new client inquiries to final project deliverables, stay on track, get paid on time, and keep your business running smoothly without scattered apps or spreadsheets.

Key Features & Benefits:

• Client & Lead Manager: Store client details, track leads, and log contact history. Convert leads into active projects with one click and maintain a clear overview of your pipeline.
• Project Overview: Create project pages with tasks, milestones, and status labels. Filter by deadlines or priority to focus on what matters most each day.
• Task & To-Do System: A dedicated to-do list ensures no small task slips through the cracks—perfect for managing everything from client revisions to personal errands.
• Invoice & Payment Tracking: Track invoices sent, payment status, and income. Quickly see who’s paid, who’s overdue, and your total earnings month by month.
• Expense Log & Mini Budgeting: Log your business expenses for software subscriptions, domain fees, or hardware. Get insights on monthly net profit in one glance.
• Resource Library & Templates: Keep your go-to freelance contracts, proposal templates, or brand assets in the same space. Access them easily while emailing clients or drafting new proposals.

How to Use:

1. Duplicate & Customize: After duplication, rename the sections (e.g., “Design Clients” or “Consulting Clients”) to fit your freelance niche.
2. Add Clients: Populate the “Leads/Clients” database with contact info, project scopes, and status tags.
3. Plan Projects: For each client project, create a subpage with tasks and deadlines. Use built-in Kanban or calendar views to visualize your schedule.
4. Track Invoices: When you send an invoice, mark the amount and due date in the “Invoices” section. Update status as soon as the payment is received.
5. Monitor Business Health: Check your dashboard weekly to see upcoming deadlines, outstanding payments, and monthly net profit.

Take charge of your freelance business. Get the Notion Freelance Business Dashboard and handle every aspect—from prospecting to payments—in one centralized, efficient system. Work smarter, earn more, and impress clients with a clean, professional workflow.