Basic Sales CRM - Notion

By combining visual project tracking with weighted revenue forecasting, this template doesn't just show you who you’re talking to—it shows you how much your business is actually worth this month.

Key Features:

• ⚡ Automated Sales Pipeline: Move deals through a clear, visual board from "Discovery" to "Done."
• 📈 Weighted Revenue Forecasting: Stop counting "imaginary" money. Our Confidence-based formula calculates Expected Revenue, giving you a realistic look at your upcoming bank balance.
• ⏰ "Stale Deal" Alerts: Never let a lead go cold. The system automatically flags deals that haven't been touched in over 7 days with a 🚩 warning icon.
• 📅 Monthly Cash Flow View: Group your deals by "Expected Close Date" to see exactly how much revenue is slated for March vs. April.
• 📄 Document & Invoice Vault: Attach contracts and PDF invoices directly to the deal card for a paperless workflow.

How the Math Works

Each deal's value is multiplied by its Confidence Level. This represents the statistical probability of the deal closing:

• High Confidence (80%): The deal is nearly done. We count 80% of the value toward your forecast.
• Medium Confidence (50%): It’s a coin flip. We count 50% of the value.
• Low Confidence (20%): You’re just starting out. We only count 20% to keep your expectations grounded.

Example: A $6,000 deal with Low Confidence shows an Expected Revenue of $1,200.

Why We Use This

While you won't receive a "partial check" for $1,200, this number is vital for your Monthly Forecast. When you look at your total pipeline, the "Expected Revenue" tells you the weighted truth: if you have five "Low Confidence" deals worth $6k each, math says one of them will likely close. This column predicts that $6,000 total.