Notion Business Hub and CRM Systems
Six linked databases, one dashboard page and a Friday review that ends with decisions.
Scattered information makes it easy to react all day and still miss what drives growth. Building a dashboard and a review habit, and then teaching it, takes time. This deck gives you the anatomy and the ritual.
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This is a ready-to-use, editable PowerPoint deck of 51 slides on building a weekly CEO dashboard in Notion. It covers core components, six databases (projects, tasks, clients, finance, goals), formulas, a weekly review ritual and fixes for common challenges. It suits solopreneurs, template buyers and students.
The first chapter explains what a CEO dashboard is, who needs one, and how it cuts through the busy trap and the productive trap. The anatomy chapter lists core components (KPIs, action items, goals and a financial snapshot) and maps how Projects, Tasks, Clients and Leads, Finance and Goals databases connect, with a property table for each.
The setup chapter walks through creating databases, customising views, building a master page and adding linked databases, with a checklist and three formulas: project progress, days until follow-up and a profit calculation. The implementation chapter is the heart of the deck: a weekly review ritual of one to two hours, a review table with a solopreneur example and a student example, and how to turn dips in a KPI into signals.
Later chapters offer template starting points, niche customisation for freelancers, creators, students and e-commerce, and four common challenges with fixes: no time to maintain it, scattered data, a blank-page overwhelm and not seeing the value. The deck closes with CRM best practices and a unified-system loop.
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Present the ritual slides, block the time in your calendar and use the review table as your agenda.
Adapt the student example so that goals, tasks and reading each have a place on one page.
Use the challenges chapter to troubleshoot why members stopped using their systems, then rebuild on a smaller scale.
Download the deck instantly, open it in PowerPoint, Keynote or Google Slides, and edit it freely. Slide 23 sets out the weekly review ritual, so start there.
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; Operations Dashboard Design; Proposal and Client Portal Systems; Service Delivery SOP Hub.
Both. The review ritual and challenges chapters present well to a group, and the database examples and checklist work for self-study.
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.
The deck suggests blocking one to two hours on Friday afternoon or Monday morning. It also advises starting with one or two databases if you are short on time.
₹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 a weekly review slot and one goal you will track.
Bodhih Training delivers live corporate programmes on goal setting, time management and business planning.
A complete workshop on the topic.
A complete workshop on the topic.
A complete workshop on the topic.
