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£25

Financial Dashboard Notion Template

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Financial Dashboard Notion Template

£25
0 ratings


This template is a step-by-step guide broken down into five sections:

  1. Configure Bank Accounts
  2. Set Monthly Financial Goals
  3. Invoice Clients
  4. Track Financial Transactions
  5. Complete Financial Scorecard

The template itself includes 3 databases:

  1. Bank Accounts
  2. Transactions
  3. Financial Scorecard

Databases also include templates with built-in prompts so you're guided through the entire process from start to finish.

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Financial Dashboard in Notion. Set your financial goals, manage client account, track transactions and review your financial performance.

Includes
Databases include their own templates with built-in prompts
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