Client Tracker

The Client Tracker page displays data from your Notion Leads and Clients databases. It provides a unified view of your pipeline from prospect to active client.

Leads View

Displays leads from your Notion Leads database with:

• Business name, category, and area
• Contact email and phone
• Lead score (HOT/WARM/COLD)
• Current status (New, Contacted, Responded, Meeting, Proposal, Won, Lost)

Leads are created automatically by the prospect pipeline or manually in Notion.

Clients View

Displays active clients from your Notion Clients database with:

• Business name and tier (Starter/Growth/Premium)
• Monthly recurring revenue (MRR)
• Project status (Onboarding, Active, Retainer, Paused, Completed)
• Domain and launch date

Requirements

This page requires the Notion integration with both databases configured:

• NOTION_API_KEY — your Notion integration secret
• NOTION_LEADS_DB — your Leads database ID
• NOTION_CLIENTS_DB — your Clients database ID

Without Notion configured, the page shows a "Not configured" message with setup instructions.

Data Flow

The Client Tracker is read-only from the dashboard — data is managed in Notion. Pipelines write to Notion (the prospect pipeline creates lead entries), and the dashboard reads from it.