Announcing the New Client Dashboard Template
Track projects, notes, and invoices in one place — no more hunting through emails.
I’m excited to release the Client Dashboard template, designed from my own frustration of juggling client info across email, Slack, and random notebooks. This template brings everything into one Notion page per client: project status, key contacts, meeting notes, and invoice tracking.
It’s built around a simple table view with customizable statuses (Active, Pending, Complete) and a linked database for tasks. Each client page has a clean header with their logo (or a color swatch) and a notes section for quick capture.
The best part? You can duplicate the template and customize it in minutes. No complicated setup. It’s available now in the library as a standalone purchase or as part of the Solopreneur Bundle.