Your Business Brain, Organised: Notion, Excel, and Custom Dashboards That Work
- Michael Vasey
- Jul 25
- 1 min read
Updated: Jul 30
Between client work, finances, deadlines, and compliance, there's a lot to hold in your head. And while sticky notes and inbox flags might have worked when you started, they're probably starting to fray at the edges. That's where a dashboard - built around your business - can help.
What a Dashboard Can Track
Key dates and compliance deadlines
Invoicing and payments
Team workload and capacity
Project timelines and deliverables
Client onboarding stages
Tools That Make it Happen
Notion: Highly flexible and visual, great for solo founders or small teams
Excel: Ideal for financial tracking, KPIs, and scenario modelling
Airtable: A balance between a spreadsheet and a database - great for tracking structured data with filters and views
Why Custom Beats Off-the-Shelf
You control the structure
You only include what matters
You can iterate as your needs change
Key to Success? Keep It Light
Don't over-engineer it - focus on function over form
Review it weekly, not hourly
Link it to processes you already follow
If your brain is full and your inbox is bursting, a dashboard might be the simplest way to bring some calm. I can help you build one that fits the way you work.
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