# CRM & Sales Pipeline

## 1️⃣ Dashboard (Home Page)
A quick‑glance page that pulls in key views from the underlying databases.

| View | Description | Notion Filter |
|------|-------------|---------------|
| **Pipeline Overview** | Kanban of all deals by stage | Show all deals |
| **Revenue Forecast** | Bar chart of expected revenue by month | Close Date within next 90 days |
| **Top 5 Accounts** | Table of accounts with highest potential value | Sort by `Potential Value` descending, limit 5 |
| **Tasks Due Today** | List of actions linked to deals | Due date = today |

> 💡 Tip: Set this page as your workspace homepage (Settings → “Open this page on launch”) to start every day with the full picture.

---

## 2️⃣ Contacts Database
Store every person you interact with, linked to Companies and Deals.

| Name | Company | Role | Email | Phone | Last Contacted | Tags |
|------|---------|------|-------|-------|----------------|------|
| Maya Patel | GreenTech Solutions | Procurement Manager | maya@greentech.com | +1 555‑0123 | 2024‑06‑12 | 🌱 Eco, 🔥 Hot Lead |
| Carlos Ruiz | Apex Manufacturing | VP of Operations | carlos@apexmfg.com | +1 555‑0456 | 2024‑06-08 | 🏭 Industry, 📈 Upsell |
| Lena O'Connor | BrightFuture EdTech | Founder & CEO | lena@brightfuture.io | +1 555‑0789 | 2024‑06‑15 | 🎓 EdTech, 🤝 Partner |

> 💡 Tip: Use the **Relation** property to link each contact to the “Companies” database; then enable “Show on company” for a two‑way view.

---

## 3️⃣ Companies Database
One row per organization, with roll‑up fields that surface key metrics.

| Company | Industry | Website | HQ Location | Total Deal Value | Active Deals | Account Owner |
|---------|----------|---------|-------------|------------------|--------------|---------------|
| GreenTech Solutions | Clean Energy | https://greentech.com | Berlin, DE | $120,000 | 2 | Alex Morgan |
| Apex Manufacturing | Industrial | https://apexmfg.com | Chicago, US | $85,000 | 1 | Priya Singh |
| BrightFuture EdTech | Education Tech | https://brightfuture.io | Dublin, IE | $45,000 | 1 | Jamal Lee |

> 💡 Tip: Add a **Rollup** “Total Deal Value” that sums the `Amount` of all linked deals where `Deal Stage` ≠ “Closed – Lost”.

---

## 4️⃣ Deals (Sales Pipeline) Database
The heart of the CRM – each row is a sales opportunity.

| Deal Name | Company | Contact | Amount | Close Date | Deal Stage | Probability % | Owner | Next Action |
|-----------|---------|---------|--------|------------|------------|----------------|-------|-------------|
| Q3 Supply Contract | GreenTech Solutions | Maya Patel | $80,000 | 2024‑09‑30 | Proposal Sent | 70% | Alex Morgan | Follow‑up call 2024‑07‑05 |
| Automation Upgrade | Apex Manufacturing | Carlos Ruiz | $85,000 | 2024‑08‑15 | Negotiation | 55% | Priya Singh | Send revised quote 2024‑07‑02 |
| LMS Partnership | BrightFuture EdTech | Lena O'Connor | $45,000 | 2024‑10‑01 | Qualification | 40% | Jamal Lee | Schedule demo 2024‑07‑10 |
| Renewable Power Deal | GreenTech Solutions | Maya Patel | $40,000 | 2024‑07‑20 | Closed – Won | 100% | Alex Morgan | Prepare contract 2024‑07‑01 |
| Pilot Project | Apex Manufacturing | Carlos Ruiz | $20,000 | 2024‑06‑30 | Closed – Lost | 0% | Priya Singh | Archive 2024‑06‑30 |

> 💡 Tip: Use a **Select** property for `Deal Stage` with the following ordered options: `Lead`, `Qualification`, `Proposal Sent`, `Negotiation`, `Closed – Won`, `Closed – Lost`. Enable “Group by” in the Kanban view to see the pipeline flow.

### Views to create (inside the Deals database)
1. **Kanban – Pipeline** – Group by `Deal Stage`, sort by `Close Date`.
2. **Table – All Deals** – Default view, filter `Deal Stage` ≠ “Closed – Lost”.
3. **Calendar – Close Dates** – Shows expected closures.
4. **Revenue Forecast** – Bar chart (Notion’s built‑in “Chart” block) using `Close Date` (month) and `Amount * Probability%`.

---

## 5️⃣ Activities & Tasks Database
Log calls, emails, meetings, and to‑dos linked to Deals and Contacts.

| Activity | Linked Deal | Linked Contact | Type | Date & Time | Owner | Status |
|----------|-------------|----------------|------|-------------|-------|--------|
| Intro Call | Q3 Supply Contract | Maya Patel | Call | 2024‑06‑12 10:00 | Alex Morgan | Completed |
| Send Quote | Automation Upgrade | Carlos Ruiz | Email | 2024‑06‑28 14:30 | Priya Singh | Sent |
| Demo Session | LMS Partnership | Lena O'Connor | Meeting | 2024‑07‑10 09:00 | Jamal Lee | Scheduled |
| Contract Review | Renewable Power Deal | Maya Patel | Document | 2024‑07‑01 15:00 | Alex Morgan | Completed |

> 💡 Tip: Add a **Formula** field `Overdue?` = `if(dateBetween(now(), prop("Date & Time"), "hours") > 0 and prop("Status") != "Completed", "⚠️", "")` and filter on this to see overdue tasks.

---

## 6️⃣ Revenue Dashboard (Analytics Page)
A read‑only page that aggregates data from Deals and Activities.

- **Total Pipeline Value**: Rollup sum of `Amount` where `Deal Stage` ≠ “Closed – Lost”.
- **Weighted Forecast**: Formula `prop("Amount") * prop("Probability %") / 100` rolled up by month.
- **Win Rate**: Formula `round(count(filter(prop("Deal Stage"), "Closed – Won")) / count(all deals) * 100, 0)%`.
- **Top 3 Sales Reps**: Table grouped by `Owner`, sorted by `Weighted Forecast`.

> 💡 Tip: Embed a Notion **Chart** block (Bar) using the “Weighted Forecast” rollup grouped by month for a visual forecast.

---

## 7️⃣ Settings & SOPs
A static page containing:

1. **Deal Stage Definitions** – clear criteria for moving a deal from one stage to the next.
2. **Probability Mapping** – recommended % per stage (e.g., Qualification = 30%, Proposal Sent = 60%).
3. **Naming Conventions** – how to title deals, contacts, and tasks for consistency.
4. **Automation Checklist** – optional Zapier/Make integrations (e.g., “When a new deal is created, add a follow‑up task 3 days later”).

> 💡 Tip: Lock this page (🔒) to prevent accidental edits while keeping it visible for the whole team.

---

## How to import into Notion
1. **Create a new page** in your workspace where you want the CRM to live.  
2. Click **Import** → **Markdown & CSV** and select this `.md` file.  
3. Notion will create all headings as sub‑pages automatically.  
4. For each table (Contacts, Companies, Deals, Activities), click the three‑dot menu on the table block → **Turn into → Database**. Choose the appropriate type (Table, Board, Calendar) as described in the “Views to create” sections.  
5. Re‑create the **Relation** properties:
   - In **Deals**, add a Relation to **Companies** (property name: `Company`) and to **Contacts** (`Contact`).  
   - In **Contacts**, add the reciprocal Relation to **Companies** (`Company`).  
   - In **Activities**, add Relations to **Deals** and **Contacts**.  
6. Add the **Rollup** and **Formula** fields exactly as named in the template (copy the formulas provided).  
7. Set up the **Views** (Kanban, Calendar, Table, Chart) for each database as outlined.  
8. (Optional) Connect any Zapier/Make automations described in the Settings & SOPs page.  

Your CRM & Sales Pipeline is now ready to use—track leads, manage deals, and forecast revenue all in one Notion workspace. Happy selling!