# Pre-Seed Startup OKR & Roadmap Dashboard

## Dashboard / How to Use
This Notion template is designed for pre-seed startups to effectively manage their Objectives and Key Results (OKRs) alongside a comprehensive roadmap. It provides KPI tracking, linked milestones, automated Slack alerts, financial tracking, marketing plans, and a one-click investor-ready PDF export with a polished layout.

**Quick Start:**
1. Duplicate this template into your Notion workspace.
2. Fill in your startup's objectives and key results in the OKR database.
3. Set up your roadmap milestones with deadlines and priorities.
4. Configure Slack alerts for key updates.
5. Track your financials and marketing strategies.
6. Export your dashboard as a PDF for investor presentations.

## OKR Database
The OKR database allows you to define and track your objectives and key results, ensuring alignment and focus.

| Objective | Key Result | Status | Owner | Due Date | Progress (%) |
|-----------|------------|--------|-------|----------|--------------|
| Increase user acquisition | Achieve 1,000 sign-ups | In Progress | Marketing Team | 2023-12-31 | 50% |
| Improve product engagement | Reach 75% daily active users | Not Started | Product Team | 2024-01-15 | 0% |
| Enhance customer satisfaction | Achieve 90% positive feedback | In Progress | Customer Support | 2024-02-28 | 40% |

> 💡 Tip: Regularly review and update the status of your key results to stay on track.

### Progress Calculation
- **Formula Field**: Create a formula field to auto-calculate progress percentage based on key results completion.

## Roadmap Milestones
This section outlines critical milestones in your startup's journey, helping you visualize progress and deadlines.

| Milestone | Description | Priority | Due Date | Status | Linked OKRs |
|-----------|-------------|----------|----------|--------|-------------|
| MVP Launch | Release the minimum viable product | High | 2023-11-15 | On Track | Increase user acquisition |
| First Funding Round | Secure seed funding | High | 2024-03-01 | Planned | N/A |
| User Feedback Session | Conduct feedback sessions with early users | Medium | 2024-01-10 | Scheduled | Improve product engagement |

> ✅ Best practice: Link each milestone to relevant OKRs for better tracking.

## KPI Tracking
Monitor your key performance indicators to measure the success of your startup initiatives.

| KPI | Target | Current Value | Status | Trend (%) |
|-----|--------|---------------|--------|-----------|
| Monthly Active Users | 1,000 | 500 | Needs Attention | -20% |
| Customer Acquisition Cost | $50 | $60 | Needs Improvement | +10% |
| Churn Rate | <5% | 6% | Critical | +1% |

> 💡 Tip: Set up alerts for KPIs that exceed or fall below targets.

### Visual Dashboard
- **Charts**: Embed Notion’s built-in chart components to visualize KPI trends and progress.
- **Progress Bars**: Use progress bars to represent OKR completion visually.
- **Traffic Light Indicators**: Implement visual indicators for KPI statuses (Green, Yellow, Red).

## Financial Tracking
Keep an eye on your financial health with this dedicated section.

| Metric | Target | Current Value | Status | Trend (%) |
|--------|--------|---------------|--------|-----------|
| Monthly Revenue | $10,000 | $7,500 | Needs Attention | -15% |
| Burn Rate | $5,000 | $6,000 | Critical | +20% |
| Runway | 12 months | 10 months | Needs Improvement | -2 months |

> 💡 Tip: Regularly update financial metrics to maintain a clear overview of your startup's financial status.

## Marketing Plans
Outline your marketing strategies and track their effectiveness.

| Campaign | Objective | Budget | Status | ROI (%) |
|----------|-----------|--------|--------|---------|
| Social Media Ads | Increase brand awareness | $2,000 | Active | 150% |
| Email Marketing | Boost user engagement | $1,000 | Planned | N/A |
| Content Marketing | Drive organic traffic | $500 | Completed | 200% |

> ✅ Best practice: Evaluate the ROI of each campaign to optimize future marketing efforts.

## Slack Alerts Setup
Automate notifications for key updates to keep your team informed and engaged.

1. Integrate your Notion workspace with Slack using native integration.
2. Set up alerts for changes in the OKR, KPI, and financial databases with configurable triggers.
3. Customize messages to include relevant updates and deadlines.

> ✅ Best practice: Use specific channels for different teams to streamline communication.

## PDF Export for Investors
Easily create a professional PDF report for investors with a single click.

1. Ensure all data is up-to-date in your OKR, roadmap, and financial databases.
2. Use the "Export" function in Notion to generate a PDF.
3. Customize the PDF settings to include a styled template, cover page, and table of contents.

### Investor Deck Template
- **Styled Template**: Create a polished layout for the investor PDF that includes a cover page, table of contents, and formatted sections for OKRs, KPIs, financials, and milestones.

## Onboarding Tutorial
### Interactive Guided Tour
- Embed a guided tour using Notion’s “Help Center” blocks to walk users through each setup stage.

### Step-by-Step Guide
1. Import this Markdown file into your Notion workspace.
2. Convert each table to a database by selecting the table and using the `/database` command.
3. Set the following property types:
   - OKR Database: Title (Objective), Select (Status), Person (Owner), Date (Due Date), Formula (Progress).
   - Roadmap Milestones: Title (Milestone), Text (Description), Select (Priority), Date (Due Date), Select (Status), Relation (Linked OKRs).
   - KPI Tracking: Title (KPI), Number (Target), Number (Current Value), Select (Status), Formula (Trend).
   - Financial Tracking: Title (Metric), Number (Target), Number (Current Value), Select (Status), Formula (Trend).
   - Marketing Plans: Title (Campaign), Text (Objective), Number (Budget), Select (Status), Formula (ROI).
4. Optionally, go to Share → Publish → "Allow duplicate as template" to share it publicly.

## Multi-Cycle Support
- **OKR Cycles**: Create a property to support multiple OKR cycles (quarterly/annual) with a built-in review/retro page for continuous planning.

## Permission Presets and Team Role Views
- **Team Role Views**: Create ready-made views for different roles (founders, engineers, marketers) to limit clutter and enforce data hygiene.

## External Data Integration
- **API Connectors**: Set up Notion API connectors to auto-populate KPI and financial numbers from external data sources (e.g., Google Analytics, Stripe, Mixpanel) with step-by-step setup instructions.

## Sample Data and Demo Workspace
- Include sample data in all databases and a fully populated demo workspace to showcase all views, filters, and relations, helping users understand the workflow instantly.

## Mobile Optimization
- Restructure tables for mobile view using stacked card layouts for on-the-go access, ensuring usability across devices.

## Free Version / Trial
- Consider offering a free version or trial period to attract more users, allowing them to explore the features before committing to a subscription.