Consultant Engagement Tracker

Run your whole consulting practice from one Notion workspace — and own the system outright. The Consultant Engagement Tracker is a complete build blueprint (PDF guide) for a Notion system with six linked databases: Clients, Engagements, Deliverables, Invoices, a Time Log and Meeting Notes, plus a live Dashboard that shows which engagements are moving, what is due, who owes you money and what the last meetings covered at a glance.

What makes this different: most Notion templates are sold as a single duplicate link — if the seller ever moves or deletes the original, your system is at risk, and you never learn how it works. This guide specifies everything: every property (name and type), every relation and rollup, and the exact formulas to copy — including invoice Total with tax, Balance Due, an automatic Overdue flag that counts the days, a per-client Outstanding formula, and a Time Log Amount that turns hours into the number that lands on the next invoice. Build it once in 30–45 minutes with the sequenced checklist, verify it against the included fictional sample data (a logistics firm and a retail group, two engagements, time entries and invoices whose totals are stated in the guide so you can check your build to the cent), then delete the samples and go live. An Engagements database sits between the clients and the work — the layer generic project trackers flatten away.

Inside the PDF (13 pages): Start Here; the 30-minute build checklist; the Dashboard spec; one chapter per database (properties table, views to create, formulas written out in full); the Sample Data chapter with stated expected totals; weekly + monthly workflows; troubleshooting FAQ. Works on Notion’s free plan. You will need a free Notion account and about 30–45 minutes to build the system — this is a guide that builds the template in your own workspace, not a hosted link. Planning/organization tool only — not accounting, tax or legal advice.