FINANCIAL TRACKER SYSTM™

Designed to help you easily track project income, digital sales, and every expense in your business, this Notion template is the key to achieving your revenue goals for 2024 and beyond.

After purchasing, you’ll receive three variances of the template to duplicate, including: V1 - Projects only; V2 - Sales only; V3 - Projects & Sales

Every version is pre-setup with correct properties and relations for your income and expenses.

  • This template includes up to three databases to track sales, projects, and overall finances, and utilizes the following properties:

    • Text — to enter basic text

    • Numbers — to enter numbers or currency

    • Files — to upload receipts

    • Relations — to connect with another database

    • Rollups — to view additional data from the Relation property

    • Formulas — to calculate totals

  • We provide duplicable template(s) for Zapier. Depending on which software you use, the trigger points may change. This template includes:

    • Add new sales to Notion

    • Add leads to Notion

  • Checkout this in-depth overview video of how the template works.

SARA KNOWS HER STUFF. GET THIS TOOL IF YOU WANT TO GIVE MANUAL BUDGETING A TRY IN NOTION. — JEFF O.