Client Dashboard | Notion Template

Your Central Hub for Client Projects and Communications

Simplify the complexities of managing client projects with our Notion Client Dashboard, designed to enhance collaboration and streamline workflows.

Ideal for designers, project managers, and creative teams, this template provides a central hub for tracking project progress, sharing documents, and gathering client feedback. It transforms client engagement by offering an organized, easy-to-use platform that ensures seamless communication and keeps all project information in one place.

Key features:

• Introduction: Provides a space to outline the project background, key objectives, and any relevant resources or existing design information. This is where you’ll clearly define the project’s goals and ensure alignment with your client’s expectations.
• Project Background Section: A structured area for detailing the project’s context, objectives, and any initial technical documentation that needs to be referenced throughout the project.
• Concept Mood Board: A simple yet effective tool to capture and organize your creative inspiration for your project.
• Finance Tracker: Easily track project finances with monthly and yearly rollups, invoice templates, and income/expense totals for clear and transparent budgeting.
• Feedback Tracker: Organize and evaluate project progress using categories like responsiveness, creativity, communication, and work quality, ensuring continuous improvement and client satisfaction.
• Contract Page: Manage important contract details, including the scope, payment terms, intellectual property rights, confidentiality clauses, and more, ensuring clear expectations are set with the client.
• Guides: Includes both an icon workflow and cover photo workflow for creating a seamless and visually engaging client experience, with custom icons and cover photo templates.
• Project Overview: Breaks down your project into 7 clear phases from the design workflow template, helping you stay organized and on track throughout the design process.

This template is perfect for designers, project managers, and creative teams looking to centralize all project-related documents, improve collaboration, and maintain client transparency. Stay organized and efficient with a well-structured dashboard that keeps all project details at your fingertips.

Start managing your client projects with ease today!

This template is designed to be used with Light Mode appearance settings in Notion. If you're unsure how to change your appearance settings in notion click the button below for a quick overview.