Business OS: The Complete Notion System

What's Inside

A complete Notion workspace with 8 interconnected systems designed to run your entire business from one dashboard. Every database, property, view, relation, and formula is described in full detail. Duplicate, customize, and start running your business like an operator.

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MASTER DASHBOARD

Layout

The dashboard is your command center. It lives at the top level of your Notion workspace.

Page Structure: ` BUSINESS OS — [YOUR COMPANY NAME]

[Greeting callout: "Good [morning/afternoon], [Name]. Here's your business at a glance."]

TODAY'S FOCUS

• [ ] [Top priority task from Projects DB — filtered: due today, status: in progress]
• [ ] [Second priority task]
• [ ] [Third priority task]

KEY METRICS (Synced from Financial Tracker)

• Revenue this month: $[SUM from Revenue DB, current month]
• Expenses this month: $[SUM from Expenses DB, current month]
• Profit this month: $[Revenue - Expenses]
• Active deals in pipeline: [COUNT from CRM, status: active]

QUICK LINKS [CRM] [Projects] [Content Calendar] [Finances] [Meetings] [SOPs] [Goals] [Knowledge Base]

RECENT ACTIVITY [Linked view: Last 5 modified items across all databases, sorted by last edited] `

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SYSTEM 1: CRM (Customer Relationship Management)

Database: Contacts

Properties: | Property | Type | Description | |----------|------|-------------| | Name | Title | Full name of contact | | Company | Text | Company or organization | | Email | Email | Primary email address | | Phone | Phone | Primary phone number | | Type | Select | Lead / Prospect / Client / Partner / Vendor | | Source | Select | Referral / Website / Social Media / Cold Outreach / Event / Inbound | | Status | Select | New / Contacted / Qualified / Proposal Sent / Negotiating / Won / Lost / Churned | | Owner | Person | Team member responsible for this contact | | Deal Value | Number (currency) | Estimated or actual deal value | | Last Contacted | Date | Date of last interaction | | Next Follow-Up | Date | Scheduled next touchpoint | | Notes | Text (long) | Freeform notes, meeting summaries, context | | Tags | Multi-select | Custom tags: High Priority / VIP / Needs Attention / Referral Source | | Deals | Relation | Links to Deals database | | Meetings | Relation | Links to Meetings database | | Created | Created time | Auto-populated |

Views:

1. All Contacts (Table) — Default view, sorted by last edited 2. Pipeline Board (Board) — Grouped by Status. Columns: New > Contacted > Qualified > Proposal Sent > Negotiating > Won / Lost 3. Follow-Up Due (Table) — Filtered: Next Follow-Up <= today. Sorted by Next Follow-Up ascending. This is your daily action list. 4. By Source (Board) — Grouped by Source. Helps you see which channels bring the most leads. 5. Won Clients (Gallery) — Filtered: Status = Won. Shows company, deal value, and notes. Your client roster. 6. Lost Deals (Table) — Filtered: Status = Lost. Review monthly to identify patterns.

Database: Deals

Properties: | Property | Type | Description | |----------|------|-------------| | Deal Name | Title | Name of the opportunity | | Contact | Relation | Links to Contacts database | | Value | Number (currency) | Deal value | | Stage | Select | Discovery / Proposal / Negotiation / Closed Won / Closed Lost | | Probability | Number (%) | Likelihood of closing | | Weighted Value | Formula | Value * Probability / 100 | | Expected Close | Date | Target close date | | Actual Close | Date | Actual close date | | Products/Services | Multi-select | What you're selling | | Notes | Text | Deal-specific notes | | Created | Created time | Auto-populated |

Views:

1. Deal Pipeline (Board) — Grouped by Stage. Cards show Contact, Value, Expected Close. 2. Forecast (Table) — Shows all active deals with Weighted Value. Sum at bottom = forecasted revenue. 3. Closed This Month (Table) — Filtered: Actual Close = current month, Stage = Closed Won. 4. Timeline (Timeline) — Expected Close as the date property. Visual deal timeline.

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SYSTEM 2: PROJECT MANAGEMENT

Database: Projects

Properties: | Property | Type | Description | |----------|------|-------------| | Project Name | Title | Name of the project | | Status | Select | Not Started / Planning / In Progress / On Hold / Complete / Cancelled | | Priority | Select | Critical / High / Medium / Low | | Owner | Person | Project lead | | Team | Person (multi) | Team members assigned | | Start Date | Date | Project start | | Due Date | Date | Project deadline | | Progress | Formula | round(Tasks where Status = "Done" / Total Tasks * 100) — shown as % | | Tasks | Relation | Links to Tasks database | | Client | Relation | Links to Contacts (if client project) | | Budget | Number (currency) | Project budget | | Actual Cost | Rollup | Sum of linked expense entries | | Description | Text | Project overview and objectives | | Deliverables | Text | List of expect