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Products PnL Overview

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Entrepreneur's Toolkit How-To

Welcome to the Entrepreneur's Toolkit! This Notion template is designed to help entrepreneurs efficiently track their work, manage tasks, and monitor the profitability of their products. This wiki page will guide you through the features and functionalities of the template, ensuring you get the most out of it.

Products PNL Overview

Overview

The Products PNL Overview page provides a comprehensive view of your product's financial performance. It is composed of three tables: Revenue, Expenses, and Product Financial Summary. This section will help you track all financial aspects of your products, making it easier to analyze profitability and make informed decisions.

Revenue Table

The Revenue table is where you record all income generated by your products. Each entry should include:

• Line Item: A brief description of the revenue source.
• Date: The date the revenue was received.
• Amount: The amount of money received.
• Link to Product: A link to the product that generated this revenue.

Expenses Table

The Expenses table is for tracking all costs associated with your products. Each entry should include:

• Line Item: A brief description of the expense.
• Date: The date the expense was incurred.
• Amount: The amount of money spent.
• Link to Product: A link to the product related to this expense.

Product Financial Summary Table

The Product Financial Summary table provides an overview of each product's financial performance. Each entry should include:

• Product Name: The name of the product.
• Launch Date: The date the product was launched.
• Product Status: The current status of the product (Active/Inactive).
• PnL: The profit and loss of the product.
• Revenue Lines: A link to the related to different revenue lines. Here the different types thought within each revenue line:
  • Direct Sales: One-time Purchase, Subscription, Freemium Model
  • Advertising: Display Ads, Sponsored Content
  • Licensing: White Labeling, API Access
  • Usage-Based: Pay-Per-Use, Transaction Fees
  • Service-Based: Customization and Implementation, Consulting and Training
  • Affiliate and Referral: Affiliate Marketing, Referral Fees
  • In-App Purchases: In-App Purchases, Micro-transactions
  • Data Monetization: Selling Data Insights, Data Licensing
  • Bundling and Cross-Selling: Product Bundles, Cross-Selling
  • Hybrid Models: Combination Models

Task Tracker & Kanban Board

Overview

The Task Tracker & Kanban Board page is designed to help you manage tasks and workflows efficiently. This section includes a Pomodoro productivity widget, a quick task creation button, and two key tables: Kanban Board and Task Backlog.

Pomodoro Productivity Widget

The Pomodoro widget helps you manage your time effectively using the Pomodoro Technique. It breaks your work into intervals, typically 25 minutes in length, separated by short breaks. Use this widget to stay focused and maintain productivity.

Quick Task Creation Button

The Create task button allows you to add new tasks easily. Click this button to create a new task with the necessary details.

Task Pages

Each task page contains detailed information about the task, including:

• Status: The current status of the task.
• Assign: The team member responsible for the task.
• Created Time: The time when the task was created.
• Task Description: A detailed description of the task.
• Due Date: The deadline for completing the task.
• Relation to Expenses: Links to any expenses related to this task.
• Task Priority: The priority level of the task (e.g., High, Medium, Low).
• Relation to Products: Links to any products involved in this task.

Task Backlog View

The Task Backlog view provides a list of all tasks that need to be addressed. This is where you can prioritize and plan future work.

Kanban Board

The Kanban Board visually organizes your tasks into columns based on their status. The columns include:

• Not Started: Tasks that have not been initiated.
• In Progress: Tasks that are currently being worked on.
• Testing/Validate: Tasks that are being tested or validated.
• Done: Tasks that have been completed.

How to Use the Entrepreneur's Toolkit

1. Set Up Your Products: Start by adding your products to the Product Financial Summary table. Include all necessary details such as the product name, launch date, and status.
2. Track Revenue and Expenses: Record all revenue and expenses related to your products in their respective tables. Ensure to link each entry to the corresponding product.
3. Monitor Product Performance: Use the Product Financial Summary table to monitor the financial performance of each product, including PnL and revenue lines.
4. Manage Tasks: Create and manage tasks using the Task Tracker & Kanban Board. Utilize the Pomodoro widget to enhance productivity and the quick task creation button for efficiency.
5. Organize Tasks with Kanban Board: Use the Kanban Board to track the progress of tasks from start to completion. Move tasks through the columns as they progress.
6. Prioritize and Plan: Use the Task Backlog view to prioritize tasks and plan future work. Assign tasks to team members and set due dates to ensure timely completion.

By following this guide, you'll be able to effectively use the Entrepreneur's Toolkit to manage your products, track financial performance, and streamline your workflow. Happy entrepreneuring!