Business Bookkeeping Planner, Project Management Template

𝐏𝐞𝐫𝐟𝐞𝐜𝐭 𝐟𝐨𝐫 𝐲𝐨𝐮 𝐢𝐟:

• You need a complete business management system

• You want to track all your business finances in one place

• You're looking for a professional business planner and organizer

• You need a financial tracking dashboard with automated calculations

• You want to monitor your business performance effectively

𝐖𝐡𝐚𝐭’𝐬 𝐈𝐧𝐬𝐢𝐝𝐞?

6 Professional Categories in your business dashboard template:

1. BUSINESS FOUNDATION

• Business Overview Table

• Market Analysis Table

• SWOT Analysis Table

• Quick Stats Dashboard

• Brand Identity Table

2. PERFORMANCE DASHBOARD

• Growth Status

• Revenue Overview

• Critical Goals

Track your most important business data in one place - automatically synced from your other workspace tables.

3. FINANCIAL PLANNING

• Monthly Overview with automatic profit calculations

• Revenue Tracker (track your income sources)

• Expense Manager (organize by source, category, and payment status)

• Financial Goals & Budget (set targets, timelines, and track progress)

• Calculator Widget

• Both Table and Board views available

Track your monthly profits, revenue, and expenses with automatic calculations for profit margins and status updates.

4. GROWTH ROADMAP

• SMART Goals Table

• Growth Strategies Table

• Action Plans Table

Connect your action plans directly to your goals for seamless strategy implementation.

5. PROGRESS REVIEW

• Progress Review Table

• Quick Insights Section

Document your achievements, key learnings, and focus areas in an organized format.

6. RISK & COMPLIANCE

• Risk Assessment Table

• Business Continuity Table

• Compliance Tracker

Stay on top of business risks and compliance requirements with organized tracking.

⚡ 𝐏𝐫𝐨𝐝𝐮𝐜𝐭𝐢𝐯𝐢𝐭𝐲 𝐇𝐮𝐛:

Your homepage includes:

• Today's To-Do List

• This Week's To-Do List

• Notes Section

• Goals Section

• Daily Focus Checklist

• Upcoming Compliance Deadlines

🔄 𝐀𝐮𝐭𝐨𝐦𝐚𝐭𝐞𝐝 𝐅𝐞𝐚𝐭𝐮𝐫𝐞𝐬:

• Monthly profit calculations

• Profit margin calculations

• Progress tracking in goals

• Connected databases

• Automated status updates

💫 𝐄𝐚𝐬𝐲 𝐭𝐨 𝐔𝐬𝐞:

• Professional template design

• Built-in category navigation

• Connected databases

• Mobile-friendly template

𝐇𝐨𝐰 𝐈𝐭 𝐖𝐨𝐫𝐤𝐬

✦Purchase and download the included PDF.

✦Open the PDF to access your Notion template link.

✦Duplicate the template into your Notion account and start customizing right away!

✦Navigate seamlessly between pages with easy interaction and intuitive design.

This planner includes a PDF instruction for beginners, ensuring even those unfamiliar with Notion can get started effortlessly.

𝐍𝐨𝐭𝐞𝐬

Accessible across all devices (PC, tablet, or phone) when logged into your Notion account.

The color scheme and template structure can be customized to match your business.

Templates are independent and not linked to one another.

𝐀𝐛𝐨𝐮𝐭 𝐍𝐨𝐭𝐢𝐨𝐧

Notion is a powerful tool designed to help you write, plan, and organize everything in one place. Unlike paper planners, this Notion template is customizable to fit your unique needs. Notion is free for personal use. You can create your account at www.notion.so (This product is designed for use with Notion but is not endorsed by or affiliated with Notion Labs, Inc.)

𝐑𝐄𝐅𝐔𝐍𝐃𝐒 & 𝐓𝐄𝐑𝐌𝐒

Due to the nature of digital products, all sales are final and non-refundable. If you have any concerns, feel free to reach out for support. This product is for personal use only. Commercial use, resale, or distribution is strictly prohibited. By purchasing, you agree to these terms.

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