![]() 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.
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