Client Revenue Manager

The Client Revenue Manager is a Notion template built to help business owners and freelancers track and analyze revenue generated from each client. It’s your go-to system for understanding which clients bring the most value, keeping your payments organized, and building stronger, data-backed client relationships.

With its clear layout and intuitive dashboards, this template helps you see your top clients, recurring income, and overall financial performance at a glance.

Key Features:

• Track total revenue per client with automatic totals and breakdowns.
• Record payment frequency, project count, and last invoice dates.
• Visual dashboard showing top-paying and most consistent clients.
• Database for client details, services provided, and project links.
• Quick insights into client retention and payment behavior.

Why It’s Valuable:
Even in the free version, this template gives you a clear picture of how each client contributes to your business’s success. The Premium version inside Business Finance OS unlocks automation, cross-database syncing with invoices and expenses, and AI-powered revenue analytics to optimize your client strategy.