Description

It is important to track your finances as a business owner, which is who you are.

This Notion Income & Project Tracker was created to help you manage your projects and income effortlessly, in one easy-to-navigate dashboard, no clunky spreadsheets, no scattered data, no confusion.

WHAT THIS TRACKER INCLUDES

📌 Client & Project Overview

• Add each new project or client in one place

• See at a glance what stage each project is in: Inquiry, In Progress, Completed, Cancelled

• Filter by client, month, project type, or status

💰 Income Tracking Dashboard

• Log project payments: how much was charged, how much has been paid, what’s still outstanding

• Track deposits and balance payments

• Automatically calculates total income per month, per quarter, and year-to-date

📅 Timeline View

• Visual calendar of when payments are expected

• Helps with cash flow planning and financial forecasting

• Never be caught off guard again

📊 At-a-Glance Summaries

• How many projects completed this month?

• What’s still pending?

• Which clients pay on time, and which ones need reminders?

🛠️ Fully Customizable in Notion

• Tailor to fit your service offerings or client types

• Add automation with linked databases if needed

• Use year after year to grow with your business

💡 Why This Is a Game-Changer:

Most freelancers only check their income when they need to pay a bill or when panic sets in.
But this tracker puts you in control, consistently, not reactively.

Know what’s working. Know where the gaps are.
And most importantly, see the bigger picture without the chaos.