How to Build a Business SMART Goals and KPIs Tracker in Notion (And Actually Use It to Grow Your Business)
Keeping track of your business goals and key performance indicators (KPIs) can be overwhelming—especially when data is scattered across spreadsheets, docs, and forgotten notes. If you've ever found yourself manually updating metrics across multiple tools or struggling to see whether you're actually making progress, you're not alone. Here’s a solution.
Been there, done that. That's exactly why I built a SMART Business Goals and KPIs Tracker in Notion. This template consolidates everything in one place, giving you a structured, stress-free way to set clear goals, measure progress, and make data-driven decisions with confidence.
In this article, I’ll walk you through:
Why tracking business goals and KPIs matters
The process I followed to design this Notion template
How to use it effectively for tracking the data that matters to you
Practical examples of how to apply it in your business
By the end, you’ll have a clear roadmap for setting and tracking your own SMART goals with ease.
Why you need a way to track your goals and KPIs
Keeping track of business goals can feel overwhelming—especially when your data is scattered across spreadsheets, Google Analytics, and random notes. If you’re not measuring progress properly, how do you know if your strategies are working?
Let’s say your goal is to increase website traffic by 50% in six months. One week, you check Google Analytics. Another, you jot down notes about SEO changes. But without a structured system, it’s hard to connect your efforts with actual results—leading to a lot of guesswork instead of data-driven decisions.
That’s why I built a SMART Business Goals and KPIs Tracker in Notion. It brings everything into one place, so you can set clear objectives, track key performance indicators, and make informed decisions—without drowning in data.
Why this Notion template works
There are tons of ways to track business goals, but many of them are either overly complex or too simple to be useful. I don’t want to toot my own horn too much, but I found that this template strikes a balance between structure and flexibility, ensuring that you can track what matters without getting lost in unnecessary details.
Key reasons why this system is effective:
It’s built on the SMART framework – Every goal is structured to be Specific, Measurable, Achievable, Relevant, and Time-bound, so you always know exactly what you’re working towards.
Everything lives in one place – No more bouncing between spreadsheets, dashboards, and random notes.
Data is structured but adaptable – You can customise KPI tracking based on what matters most to your business.
It’s easy to maintain – With pre-built views, quick data entry, and automated calculations, you spend less time on admin and more time focusing on actual growth.
Now, let’s dive into how I built this system and how you can use it for your business.
The design process, aka how I built a Notion goal tracker
1. Understanding the needs
Before jumping into Notion, I outlined what this system needed to do:
Allow users to set clear business goals (using the SMART framework)
Track KPIs relevant to each goal
Store and visualise performance data over time
Provide a dashboard view for easy decision-making
I focused on making it actionable, simple, and scalable—ideal for solopreneurs and small business owners.
2. Drafting the structure
I always start with a rough plan—either on paper or Miro. This helps me map out how different databases will interact. For this tracker, I had on my list:
A Goals database to store SMART goals
A KPIs database to track metrics linked to each goal
A performance log to record monthly data
A dashboard view for quick insights
With this structure in mind, I moved into Notion to build it.
3. Setting up in Notion
Goals database
Each goal follows the SMART goal framework: Specific, Measurable, Achievable, Relevant, and Time-bound. Example: "Increase organic traffic by 50% in six months."
I included properties such as Timeframe, a rollup to show progress against a target number, a cool formula to show the quarter for which you plan to achieve the goal, and of course, I linked this database to the KPIs database.
KPIs database
Stores all key performance indicators. Example KPI: Monthly Organic Traffic Growth (tracked in unique visitors).
Linked to the relevant goal for better tracking.
Performance log
This is where you log your data.
Linked to KPIs to track month-on-month progress.
Uses relations and rollups to pull in data dynamically.
Includes a pre-built chart to visualise whether key metrics are improving over time.
4. Making it pretty and shareable
Once the functional setup was ready, I refined the aesthetics:
Minimalist dashboard design for clarity
A chart for visual progress tracking
Quick-action buttons to add new goals or KPIs easily
The final result? A system that keeps your business growth on track without adding extra admin work.
How to use the SMART Goals and KPIs Tracker
Define your business goals
Be specific: “Increase organic traffic by 50% in six months.”
Set a deadline and break it into steps.
Assign KPIs to each goal
Choose measurable indicators (e.g., monthly organic traffic growth).
Link them to your goals.
Log performance data monthly
Use the tracker to see trends over time.
Review and adjust
Use the dashboard to check if you’re hitting targets.
If traffic isn’t growing as expected, tweak your SEO strategy.
Ready to track your business growth in Notion?
If you’re serious about tracking progress and making informed business decisions, grab the SMART Business Goals and KPIs Tracker on the Notion Marketplace. It’s free!
Need help setting up a system tailored to your workflow? Book a consulting session with me, and let’s build something that works for you!
