![]() ![]() There are two more views in this revenue table, which are our archive and calendars. And you can also quickly filter and show or add recurring items. You can also break down your revenue database by status so you can see very quickly any payments that are have been requested.Īgain, you can see the, the schedule or the status of that here with upcoming or overdue. So if you do some branding and you do some design work and you do some strategy work, you could also create tags in the category section for that and you'll be able to see a breakdown based on those categories. You could even do it by specific products or services that you offer. Feel free to add specific category tags that are more relevant to your business. So remember we, we can tag each revenue item with a revenue category, which will then let us sort this board accordingly. We can also break down your revenue items by category. You can see some properties highlighted here and you could also see the sum total for each month. Remember this is only filtered to show revenue items. Target - A relational property to let you link specific revenue items to target goals you've set for yourself.Recurring - A checkbox to mark items as recurring or not and.Due - Your target or expected date to receive the funds.Status - This is the status of the payment itself.Category - A select property to let you tag revenue items with custom categories.This can either be: 'Paid', 'Upcoming' or 'Overdue' Schedule - This formula will indicate how your item is doing, related to its 'Due' date and 'Status'.Total - A formula to calculate your Quantity x Rate.Rate - This is the rate or price per item.Qty - This is the quantity of that item being billed.When you enter a new revenue item into the database, there are a few properties to configure: ![]() Our revenue workspace has a few different views preconfigured for us. Notion Revenue database template and views If you were to move an item, say 'brand project', from 'Not started' to 'Paid', it will disappear from our filtered view on the home dashboard-because we're really just trying to focus on things that are upcoming and overdue. You'll also notice a few click through guides scattered throughout the workspace, which are marked with an orange click icon.įor our upcoming and overdue items, it's worth noting this is automatically filtered to only show items where the schedule (which is a preconfigured formula) is 'upcoming' or 'overdue'. You'll see there are two kind of call out boxes bringing to your attention any upcoming and overdue revenue items.Īnd the same thing applies for any upcoming and overdue expenses. We also then have a folder to store any old and archived monthly reports.Īnd we have a section for our recurring revenue and recurring expense items. The key areas of this template system will be: It's also going to let you track things like recurring expenses and revenue items so let's take a closer look at each section of this template system. In this component, we'll be walking through how to use a simple but powerful budget and finances template, which will let you track things like revenue expenses, create monthly reports, and set yourself financial targets. ![]()
0 Comments
Leave a Reply. |
AuthorWrite something about yourself. No need to be fancy, just an overview. ArchivesCategories |