Project Pipeline Manager - A Notion Template

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Project Pipeline Manager - A solution for busy service providers

Keeping track of many projects can be a headache for freelancers and agencies. It's tough to remember deadlines, budgets, and who needs what. Without a good system, it's easy to lose important details, leading to missed deadlines and unhappy clients.

Imagine feeling overwhelmed by all your projects, not knowing where to start. Picture digging through piles of papers or endless emails just to find what you need. And it's stressful not knowing if you're making enough money or if you're handling your workload properly.

Enter the Project Pipeline Manager - A Notion Template!

It's like having a personal assistant for your projects.

This tool helps you keep track of everything in one place—your projects, clients, and money.

Born out of a necessity, I first built it for myself. Some projects were planned months ahead, others dropped in unannounced.

The worst thing about it was not the uncertainty of work, but my inability to predict the workload. And the inability to efficiently predict the revenue.

I needed a way to manage my portfolio of projects. I had to create a system to be able to quickly see when a new project can be scheduled, how much time each project will take, and what I will be earning when the projects are completed.

The Template Benefits

Clear Project Overview:
With the Project Pipeline Manager, you can see what projects are coming up, what you're working on now, and what you've finished. No more guessing or forgetting!
Flexible Workflow:
Every project is different, right? That's why this tool lets you customize how you manage each one. You can set things up just the way you like, so you can work smarter, not harder.
Money Matters:
One of the coolest parts is how it helps you with money. You can see how much time you're spending on each project and how much you're making. That way, you can make sure you're not losing money and you're pricing your work right.
Smart Planning:
With the Project Pipeline Manager, you can plan your schedule better. It gives you a heads-up about what's coming, so you can manage your time wisely and make sure you're earning enough.
Happy Clients:
When you're organized and on top of things, your clients notice! You can communicate better, meet deadlines, and make them happy. And happy clients mean more business!

What is this template about?

The Project Pipeline Manager is a tool designed specifically for freelancers, agencies, and other service providers who manage multiple projects concurrently. It serves as a centralized platform to streamline project management, client communication, and financial tracking. With this template, users can gain clarity and control over their workload, ensuring efficient planning, timely delivery, and optimal revenue generation. By offering features such as customizable workflows, real-time project oversight, and detailed financial management, the Project Pipeline Manager empowers users to enhance productivity, profitability, and client satisfaction.

Why choose this template?

If you need clarity in project and revenue planning. If you manage multiple projects at the same time. If you are a freelancer, you have an agency or are a service provider, you can benefit from it.

What do you get?

The template consists of multiple databases (Projects, Clients, People, Invoices) which are all connected. It has a Summary database which shows the most important metrics and predefined views for quick overviews.

How to get the template?

Click the "I want it" button. You will receive an email with the link to the Notion template and the instructions to access it.

Can I change anything?

Absolutely. Notion template is just a template, you can customize it as you wish, you can hide columns, replace with your own, you can even change the formulas and data types if you think some other KPI (key performance indicators) are more valuable to you.

What if I don't know how to customize it? Could you do it?

Yes. Choose the "Customized version" of the template, you will have to share your requirements with me and I will prepare a custom version for you.

FAQ

Here are some of the most frequently asked questions about the Employee Schedule Template for Notion.

What is Notion?
Notion is a highly configurable productivity and note-taking tool. You can use it to create notes, documents, databases, wikis, projects, and more. You can also customize and integrate Notion with other apps and tools you use.
How do I use this template?
To use this template, you need to have a free Notion account and purchase the template. After you purchase the template, you will receive an email with the link to the template and the instructions to access it. You can then duplicate the template to your own workspace and start using it.
Can I customize this template?
Yes, you can customize this template to fit your specific needs and preferences. You can change the views, fields, filters, and formulas as you wish. You can also add notes, attachments, and comments as needed.
How do I get updates and support?
When you purchase this template, you get a lifetime update guarantee. Whenever I make improvements or add new features to the template, you will get them for free. If you are not satisfied with the template for any reason, you can contact me, and we will find a solution.
How do I get a customized version?
If you require a customized version of this template, please select the Customized version of the template, and buy it. You will be asked to tell us more about your business and what you want to do with the template. We will then create a customized version for you.

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