Linked databases: Notion provides the ability to link databases between multiple pages.Rows are pages: Unlike a static spreadsheet or database, each row in a Notion database is its own page-meaning distinct rows can contain their own subset of customizable data, comments, or notes.Customization: The database structure itself can be changed from a table to a calendar, board, list or gallery-providing multiple viewing options for your performance dashboard’s source data.This can help teams better understand and verify the source data represented in reports. Inline capabilities: A notion database can exist as a standalone page or as inline content-allowing users to view source data within the same page as the performance dashboard.We recommend using a table, which provides a spreadsheet-like structure to manually enter or import data. To do so, simply create a new page and select one of the options in the database section. While notion is known primarily as a robust documentation and team collaboration tool, Notion can also be used as a database. Popular no-code database options include: Notion Even if your organization has a sophisticated data pipeline and data engineering team, a no-code database enables teams to create their own reports without depending on technical engineering teams. With the rise of low-code and no-code software, there are numerous ways to organize critical business data using simple, no-code databases.
In this article, we will focus on Sales CRM metrics to design a sample performance dashboard in Notion. While metrics will vary by team and industry, some examples include: Finance While this is a simple example, it’s important to keep your reports straightforward and easy to interpret by all members on the team. For example, if a team has a quarterly sales goal of $100,000 in new revenue, consider the number of contributing sales reps, the amount that needs to be sold per month, and brainstorm the types of reports that would be beneficial in tracking progress toward this goal. It can be helpful to start small and consider both long term and short term goals. Often, teams have key performance indicators (KPIs) that enable managers to proactively identify issues and make business decisions that drive individual contributors toward desired outcomes.ĭefining the right metrics for your team can be cumbersome. The first step in creating a performance dashboard is to identify the key metrics that will help measure your team’s success. Share an Embedded Performance Dashboard.Sample dashboard in Notion, created using Superchart Given that many businesses leverage Notion as a centralized repository for team activity, embedding a performance dashboard within existing Notion pages allows employees to analyze progress without having to navigate to a different application. Notion is an all-in-one SaaS platform where many companies manage their daily tasks, collaborate, and stay informed on company progress.
#NOTION DASHBOARD SOFTWARE#
Many organizations leverage a business intelligence (BI) software vendor to meet internal reporting needs, but with the rise of low-code and no-code software applications, teams can create analytics dashboards without needing a complicated backend data infrastructure or expensive frontend BI application (closer to ad hoc reporting or ad hoc dashboards).įor users of the productivity software Notion, it’s possible to embed a no-code performance dashboard within your team’s existing workspace. Simply browse through the templates, select the one that best suits your needs, and start using it right away! With our Notion Dashboard templates, you can stay organized and on top of your data.Performance dashboards are powerful analytics tools that allow teams to measure progress toward key objectives and achieve business goals. Whether you're a project manager looking for a way to organize your team's progress or a business owner looking for a tool to monitor your performance, you'll find a template that fits your needs.Įach template in this category has been created by a fellow Notion user and has been tried and tested by others, so you can trust that they will help you create and maintain a dashboard efficiently and effectively. Our Notion Dashboard templates range from simple, one-page layouts to more comprehensive templates that include multiple pages and features. These templates are designed to help you keep track of your data, metrics, and other important information. Welcome to our Notion Dashboard templates category! Here, you will find a variety of templates built by other designers that you can use to create and manage your dashboards within Notion.
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