Notion Business Hub and CRM Systems
Lay out the dashboard, link the databases, choose the right views and review the hub on a schedule.
Notes, clients, projects and finances spread across apps mean missed follow-ups and no single source of truth. Planning a dashboard and explaining its design takes time. This deck shows the structure in eight short chapters.
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This is a ready-to-use, editable PowerPoint deck of 51 slides on designing an operations dashboard and CRM in Notion. It covers the hub structure, contacts and deals databases, dashboard layout, views, formulas, templates and review cadence. It suits solopreneurs and template buyers.
The deck starts by describing a Notion Business Hub as digital building blocks, then moves to the CRM foundation: Contacts, Leads, Current Clients and Past Clients, linked to Companies and Deals through relations and rollups, with a note on what to store at each client stage.
The design chapter covers a top-level Dashboard page with subpages for Sales, Marketing, Product and Ops, plus permission thinking. It then shows the four main database views (Board, Calendar, Gallery and Table) and when to choose each. Three formula examples are given: conversion rate, revenue per client and days to close.
Later chapters describe connecting external CRM data, calendars, forms and automation connectors, content planning and a resource hub, then a step-by-step setup checklist, template starting points, reporting views per role, collaboration features and a monthly review cadence for improving the hub.
Tap a slide to enlarge it.
Use the dashboard layout and views slides to decide what the team needs on its home page.
Walk through the eight-step checklist, then let participants build one linked view of their own pipeline.
Read the database map and customisation slides to adapt a purchased hub rather than rebuilding it.
Download the deck instantly, open it in PowerPoint, Keynote or Google Slides, and edit it freely. Slide 28 holds the setup checklist to follow first.
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: Business Metrics Scorecards; Client Onboarding Template; Freelancer CRM in Notion; Invoice and Payment Tracking; Lead Pipeline Databases; Meeting Notes to Tasks Workflow; Proposal and Client Portal Systems; Service Delivery SOP Hub; Weekly CEO Dashboard.
Both. The structure, views and review-cadence chapters present well to a team, and the setup checklist works as a self-study plan.
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. Notion can act as your CRM from the start. The integration chapter treats external CRM sync and automation as optional extensions for later.
₹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, with a first dashboard build and a monthly review date.
Bodhih Training delivers live corporate programmes on operations management, dashboards and data-informed decisions.
A complete workshop on the topic.
A complete workshop on the topic.
A complete workshop on the topic.
