Notion Business Hub and CRM Systems
Bring sales, marketing and operations numbers onto one page, with formulas that show what is on track.
Scattered figures and a busy week mean you rarely see the whole picture, and explaining a metrics system to a client or class takes hours of slide-building. This deck lays out the scorecard design step by step, ready to adapt.
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This is a ready-to-use, editable PowerPoint deck of 51 slides on building a business metrics scorecard in Notion. It covers a KPI database, trend and status formulas, CRM links and a dashboard layout. It suits solopreneurs, template buyers and students who want clear numbers without building a deck first.
The deck opens with the case for measuring: scattered data versus one source of truth. It then defines the Notion Business Hub and its four core components: a Metrics Database, a CRM Database, a Project Tracker and a Knowledge Base.
The build chapter starts with choosing three to five KPIs across Sales (such as MRR, CAC and conversion rate), Marketing and Operations. You then structure the table with Metric Name, Category, Target and Current Value, and add two worked formulas: a trend label that compares the current value with the previous period, and a status indicator that sorts each metric into On Track, At Risk or Off Track. Three ways to fill the database follow: manual entry, CSV import and connected tools.
Later chapters cover linking a CRM (Contacts, Companies and Deals), designing the dashboard in four steps, from headline KPI cards to charts, rollups and relations, and two templates described slide by slide. The deck closes with an eight-step setup checklist, automation ideas, best practices and a database map.
Tap a slide to enlarge it.
Present the KPI selection and status slides to settle on five numbers, then use the dashboard chapter to build the page you will open each week.
Walk a group through chapters 3 to 5, pausing on the formula slides so everyone can type them into a practice workspace.
Use the Problem, Solution and Promise framing and the database map to explain how a scorecard links goals to action.
Download the deck instantly, open it in PowerPoint, Keynote or Google Slides, and edit it freely. Slide 12 is a good place to start: brainstorm every metric, then keep the few that matter.
Instant download, no password. One-time payment.
Instant download. Single-user licence.
For your own use: present it, adapt it for your own sessions. Please do not resell or redistribute the file.
Yes. It is a standard .pptx file with editable text, shapes and tables, so you can change wording, colours and order and add your own examples. It opens in PowerPoint and Keynote, and you can upload it to Google Drive to open in Google Slides. Layouts can shift slightly if a font is missing, so check the slides before presenting.
This deck is part of Notion Business Hub and CRM Systems, ten decks sold singly for INR 99 (USD 1.49) or together for INR 599 (USD 7.99). The others are: Client Onboarding Template; Freelancer CRM in Notion; Invoice and Payment Tracking; Lead Pipeline Databases; Meeting Notes to Tasks Workflow; Operations Dashboard Design; Proposal and Client Portal Systems; Service Delivery SOP Hub; Weekly CEO Dashboard.
Both. The problem framing and dashboard chapters present well in a short session, and the step-by-step build with its checklist works as a self-study guide.
No template file is included: the download is the PowerPoint deck, which shows the structure, fields, formulas and steps so you can build the system yourself. These are independent guides about building business systems in Notion. They are not official Notion materials and are not affiliated with or endorsed by Notion. Notion's features and plans change, so check the current app as you build.
No. The deck shows manual entry as a starting point and treats connected tools as an optional later step. It compares manual entry with connectors, including the pros and cons of each.
₹99 including 18% GST for buyers in India, or $1.49 for buyers outside India. One-time payment, no subscription, with an automatic invoice.
Instantly. Your download page opens the moment payment succeeds, and a permanent link is emailed to you. No account or password is needed.
Yes. It is standard PowerPoint (.pptx), so you can change text, add your logo and remove slides. It opens in PowerPoint, Keynote and Google Slides.
Because it is a digital download, files are not refundable once downloaded. We always refund a duplicate charge or a failed delivery, and if a file is corrupted and we cannot fix it within 3 working days. Full terms: bodhih.org/refunds.
Measure the skill with an assessment.
Measure the skill with an assessment.
Measure the skill with an assessment.
Turn what you take from this deck into an individual development plan (IDP) on Jobulary, starting with the three to five metrics you will track and a weekly review date.
Bodhih Training delivers live corporate programmes on performance measurement, dashboards and data-informed decision making.
A complete workshop on the topic.
A complete workshop on the topic.
A complete workshop on the topic.
