## TL;DR

- One dashboard link for projects, updates, files, and timelines.
- Role-based visibility so clients only see what matters.
- Branded portal with custom domain and login.
- Live updates synced from your Notion databases.

## Good to know

- Best if your team already tracks work in Notion databases.
- Use a client-visible field to prevent oversharing.
- Works for internal stakeholder dashboards too.

## What goes inside a Notion dashboard

### Status overview

Pull status chips and owners from your Notion properties so stakeholders always know what’s next.

### Deliverables + files

Show work-in-progress, handoffs, and docs without exposing internal notes.

### Timeline & milestones

Surface upcoming dates and risks with a clean, client-friendly timeline view.

### Billing & approvals

Add invoices, approval buttons, and acceptance notes right inside the portal.

## Who uses a Notion dashboard

### Client delivery dashboards

Share project status, approvals, and files without exposing internal Notion views.

### Customer success hubs

Centralize onboarding, QBRs, and support links with a clean customer-facing layout.

### Internal stakeholder updates

Give executives a focused snapshot that updates automatically from Notion.

### Membership or community portals

Show members only what they should see with roles and gated views.

## Why PortalWith over raw Notion links

- Looks like your brand instead of a raw Notion share link.
- Prevents accidental oversharing with role-based visibility.
- Keeps data live — updates in Notion appear instantly in the dashboard.
- Gives clients a single, reliable place to check progress.

## Launch in 4 steps

1. **Connect Notion**  
   Choose the database powering your dashboard.

2. **Pick a template**  
   Select a dashboard layout and apply branding (logo, colors, domain).

3. **Map properties**  
   Expose the fields you want; hide internal ones.

4. **Invite users**  
   Send magic links or passwords for secure access.

## Make a client-ready Notion dashboard today

Keep your Notion workflow — add a polished, secure dashboard your users and clients will love.