Small Business CRM and Project Tracker

Dashboard

CRM

Projects

Data

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How to use this doc

Hi, I'm Maria! When I'm not at Coda, I run a consulting practice and narrate audiobooks.

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I was finding it hard to manage projects, invoices, and schedules so I made this doc. The best part? Just one click sets up the entire work flow you'll need. Here's how it works:

1️⃣Set up

Add your project types to the

Project Types⁠

section

Include any standard steps those projects have in the

Templates⁠

section

Add any new sections under the

Projects⁠

folder based on your Project Types

Add a

view⁠

for the project type

⁠

Filter⁠

that view based on the project type (e.g. Audiobooks)

Add your revenue goals for each month in the

Revenue Goals⁠

section

2️⃣ Creating a new project

Add your new opportunities to the

Opportunities⁠

table

Once you mark an opportunity as "Won," Coda will take care of the rest using a handy

automation⁠

⁠

Coda will add the won opportunity as a Project in your

Project Dashboard⁠

⁠

Coda will automatically create the standard tasks from your

Project Template Generator⁠

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You'll then see the project and all it's tasks in the appropriate project section

Feel free to add any tasks in the project view

You can also see everything in the

All Tasks⁠

section

3️⃣Logging income and expenses

Once you send an invoice, click the button in the

Income⁠

tab to log the invoice. Coda will automatically show you any overdue invoices in the

Overdue Invoices⁠

table in the

Sales Dashboard⁠

⁠

Once you have an expense, click the button in the

Expenses⁠

section

Feel free to upload an image of the receipt in the Receipt column

4️⃣ Using the Dashboard

Use the

This Week⁠

section to see all tasks due that week and any overdue tasks that need your attention

Use the

Sales Dashboard⁠

to see your progress toward revenue goals and revenue distribution

Use the

Project Dashboard⁠

to get a high level view of your progress

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A few of the 25,000+ teams that 🏃‍♀️ on Coda.

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Coda is an all-in-one doc for your team’s unique processes — the rituals that help you succeed. Teams that use Coda get rid of hundreds of documents, spreadsheets, and even bespoke apps, to work quickly and clearly in one place. This template is a Coda doc. Click around to explore.

Find out how to Coda-fy your rituals.

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Connect with a Rituals Architect

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