Solution · sales and finance
A department budget in Notion: requests, quarters and next year in one database
Budgets are assembled from leads’ requests in spreadsheets of every shape, then consolidated by hand. The solution is one database of budget items: each row has a justification and payment format, moves between quarters and years happen with buttons, and leads get their own dashboards with charts.
At a glance
- In production
- At a client under NDA
- Fits
- Departments and companies that plan budgets by direction
- Needs
- Only Notion
Estimate for your company
≈6 h
per quarter consolidating the budget
Assumption: 6 leads × ~1 hour collecting and reconciling their spreadsheets by hand (our assumption)
This is a calculation, not a promise: plug in your own volumes and the figure changes.
Before
- Requests arrive in different shapes and are consolidated into one budget by hand.
- Subscriptions are paid monthly, quarterly or yearly, and their real cost gets lost.
- Moving an item to the next quarter or year spawns a new spreadsheet version.
What was built
One items database
An expense with category, group, justification and payment format; the category fills in automatically and formulas compute the full subscription cost.
Moves by button
To this year or next and to the right quarter — with one button.
Dashboards
Each lead sees their requests and charts; the department sees the whole picture.
Stack
- Notion
- Formulas
- Notion buttons
- Notion automations
Where it runs
Questions
Are automations outside Notion needed?
No, it is all built on Notion’s own formulas, buttons and automations.