All-in-One Small Business Manager

Running a small business means juggling products, supplies, customers, and finances. This Notion template helps you keep everything organized in one central dashboard — so you can focus more on growing your business instead of managing spreadsheets.

Whether you sell baked goods, handmade crafts, or digital products, this template is fully customizable and easy to use. Track your orders, expenses, supplies, inventory, and customers while keeping your profits clear and your workflow simple.

✨ Features

🗂 All-in-One Dashboard – Quick access to orders, tasks, supplies, and finances.
📦 Products & Recipes/Items – Track materials or ingredients used per product.
🛒 Supplies & Inventory – Monitor stock levels with reorder alerts.
💰 Expenses & Profit Tracking – Record costs, sales, and automatically calculate profit per unit/order.
👥 Customer Database – Store customer details, total spent, order history, VIP status, and discounts.
🎯 Discount System – Auto-apply customer tier discounts with manual override option.
✅ Order Management – Track pending, in-progress, and completed orders with clear stages.
📊 Analytics – View total sales and profit products at a glance.
🖋 Content Planner – Plan social posts, launches, and promotions to grow your business.
🔄 Automation Buttons – Add expenses, restock supplies, and update statuses quickly.
🎨 User-Friendly Layout – Clean, minimal formatting with styled highlights for clarity.

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🗂 All-in-One Dashboard

See everything in one place — orders, supplies, tasks, finances, and customer info. No more switching between multiple trackers.

📦 Products

Define each product you sell and link it to the materials/ingredients it uses.

🛒 Supplies & Inventory

Track your materials, packaging, and stock. Set a Reorder Point (line stock) and get alerts when supplies fall below it so you never run out.

💰 Expenses & Profit Tracking

Record all expenses (supplies, packaging, overhead costs) and automatically calculate profit per unit and per order. Suggested pricing is built-in but can be overridden anytime.

👥 Customer Database

Store customer details like contact number, first order date, total spent, and order history. Customers are automatically categorized (VIP, Standard).

🎯 Discount System

Apply discounts easily: Automatic tier discounts (VIP = 10%, Standard = 0%) Manual override for special cases (fixed % or $) Final selling price auto-adjusts based on discounts.

✅ Order Management

Track all orders by stage (Pending, In-Progress, Done). Each order links back to the products, customers, and supplies it uses — so you know what to prepare and what’s left to deliver.

📊 Analytics Rollups

View totals at a glance: revenue, expenses, profit, and top customers/products. Monthly breakdowns make it easy to see trends and make smarter business decisions.

🖋 Content Planner

Plan and schedule your marketing posts (Instagram, TikTok, newsletters). Link content to products or campaigns so you can manage sales and promotion side by side.

🔄 Automation Buttons

One-click buttons to: Add expenses when supplies are ordered Restock inventory Mark orders as complete Saves time and avoids duplicate work.

🎨 User-Friendly Layout

Clean card views, color-coded statuses, and styled highlights (like bronze/silver/gold customer tiers). Designed to be simple but powerful, even for beginners.