Client Management Dashboard
About this template
This dashboard offers a step-by-step guide broken down into five sections:
โข Quarterly Targets and Annual Goals
โข Action Tasks with Time Tracker
โข Project Management with Pre-built Workspaces and Client Portal
โข Sales and Marketing with Pipeline and CRM
โข Calendar Overview
Each section includes video instructions on how to use, edit and customize it to your preferences. All databases come with built-in templates. Some include Notion AI and button automation for ease of use.