Top 10 Partner Tracking Templates in Notion

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Partner Tracking is essential for maintaining strong relationships with vendors, collaborators, or any external agencies that contribute to your business or personal projects. It helps you keep a record of interactions, manage contracts, and assess the performance of your partners. A Partner Tracking template in Notion can streamline this process by providing a structured and customizable framework to organize all relevant information in one place.

Before you dive into creating your own Partner Tracking system, take a look at these Partner Tracking Notion templates to simplify the process and ensure you're covering all necessary aspects efficiently.

1. Vendor Management

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Add the Company Name, contact details, notes, rating and set the Status as Being Reviewed, Approved, Don’t Use Again or Not Approved. Use filtered views to see Approved Vendors, Vendors To Review and Vendors Not To Use.

2. Vendor Evaluation

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Keep all relevant information about potential vendors in one document. Use them to compare and contrast.

3. Vendor Management System

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Introducing my top-notch Vendor Management Notion Template!

This is your all-in-one solution for an efficient and stress-free vendor management process. It's perfect for solopreneurs and small businesses looking to optimize their operations and save valuable time and resources.

- Keep track of all your vendors in a structured and easy-to-navigate database, complete with key details
- Set reminders for contract renewals and important deadlines
- Document all vendor communications
- Manage your vendor status and performance from a centralized space

4. Inventory Management System - [Your Company Name]

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The power of Notion is now available to everyone to manage their store's inventory seamlessly.

Key highlights
Easy to get started even if you have never used Notion before. Notion users will find it very familiar.

A detailed video tutorial on how to use the template.

Manage all your products and their variations

Manage all your suppliers, PO orders, and overall sourcing

Manage all your warehouses and stock entries

Manage all your sales orders

Manage customers list

Manage account payables and receivables

Easily customize all aspects of the database to suit your inventory management use cases. For example, adding a custom property to the Supplier database.

5. Purchase Control

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If you are in need of a comprehensive and organized way to manage all your orders and vendors, the Purchase Control Template is the solution you've been looking for.

This template will help you to:

- Keep track of your purchases 💰
- Ensuring that you are spending the right amount of money 💶
- Trust the best vendors 👋🏼

6. Insurance Brokers' Best Tool

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This Notion template is a very useful tool for insurance brokers because:

As an Insurance Broker, you can easily import all of your insurance contracts renewals from a CSV file

Track the status of each of your customers (new, done, in progress, pending, canceled)

Have separated tick boxes for each of the categories (new, done, in progress- pending, canceled), for statistical reasons at the end of each column

Set a reminder at the starting date and at the expiry date for the new or the renewal contracts, so that you don't miss anything (the notification of the reminder appears also on the mobile application of Notion)

There is also information apart from the name of the customer, for the Number Plate, the Commission from each contract which sums up at the end of the column, and the total cost of the insurance contract

There is also a column that shows if a contract is paid or not.

6 buttons can autofill each of the categories: new, done, in progress- pending, canceled, paid, and not paid, depending on the Status of each contract.

Besides the table view, there is also a calendar view, which is very easy to read and shows apart from the name of the customer, the total cost, the number plate, and the status of each contract.

When a second CSV file should be imported, for the next month, etc. there is a merge option, so that all the information is in one database.

Latest updates: Pie charts with percentages by customers' renewals for each column (Done, Cancelled, New, In Progress/Pending) and now with the new Notion Calendar, you can have all your reminders in one calendar (e.g Google Calendar+Notion Calendar), because this template has also a calendar view!

Αυτό το πρότυπο του Notion (λειτουργεί μόνο με στην πλατφόρμα εργασίας Notion), είναι ένα πολύ χρήσιμο εργαλείο για τους μεσίτες ασφαλίσεων επειδή:
• Ως Μεσίτης Ασφαλίσεων, μπορείτε εύκολα να εισαγάγετε όλες τις ανανεώσεις των ασφαλιστηρίων συμβολαίων σας από ένα αρχείο CSV
• Να παρακολουθείτε την κατάσταση καθενός από τους πελάτες σας (νέο, ολοκληρωμένο, σε εξέλιξη, σε εκκρεμότητα, ακυρωμένο)
• Υπάρχουν επιλογές όπου μπορείτε να τικάρετε για κάθε μία από τις καταστάσεις των συμβολαίων σας (νέο, ολοκληρωμένο, σε εξέλιξη, σε εκκρεμότητα, ακυρωμένο), για στατιστικούς λόγους στο τέλος κάθε στήλης.
• Μπορείτε να ορίσετε μια υπενθύμιση κατά την ημερομηνία έναρξης και κατά την ημερομηνία λήξης των νέων συμβολαίων ή των συμβάσεων ανανέωσης, ώστε να μην χάσετε κάποια ανανέωση (η ειδοποίηση της υπενθύμισης εμφανίζεται επίσης στην εφαρμογή για κινητά του Notion)
• Υπάρχουν επίσης πληροφορίες εκτός από το όνομα του πελάτη, για την πινακίδα κυκλοφορίας, την προμήθεια από το κάθε συμβόλαιο και το συνολικό κόστος του ασφαλιστηρίου συμβολαίου
• Υπάρχει επίσης μια στήλη που δείχνει εάν ένα συμβόλαιο είναι πληρωμένο ή όχι.
• 6 κουμπιά μπορούν να συμπληρώσουν αυτόματα κάθε μία από τις κατηγορίες: σας (νέο, ολοκληρωμένο, σε εξέλιξη, σε εκκρεμότητα, ακυρωμένο, πληρωμένο και απλήρωτο), ανάλογα με την κατάσταση κάθε συμβολαίου.
• Εκτός από την προβολή πίνακα, υπάρχει επίσης μια προβολή ημερολογίου, η οποία είναι πολύ ευανάγνωστη και δείχνει εκτός από το όνομα του πελάτη, το συνολικό κόστος, την πινακίδα κυκλοφορίας και την κατάσταση κάθε συμβολαίου.
• Όταν πρέπει να εισαχθεί ένα δεύτερο αρχείο CSV, για τον επόμενο μήνα κ.λπ., υπάρχει μια επιλογή συγχώνευσης, έτσι ώστε όλες οι πληροφορίες να βρίσκονται σε μία βάση δεδομένων.
• Τελευταίες ενημερώσεις: Γραφήματα πίτας με στατιστικά για τα συμβόλαια των πελατών σας για κάθε στήλη (νέο, ολοκληρωμένο, σε εξέλιξη, σε εκκρεμότητα, ακυρωμένο) και τώρα με το νέο ημερολόγιο του Notion, μπορείτε να έχετε όλες τις υπενθυμίσεις σας σε ένα ημερολόγιο (π.χ. Ημερολόγιο Google + Ημερολόγιο Notion), επειδή αυτό το πρότυπο έχει επίσης προβολή ημερολογίου!

7. SAP Knowledge Extend

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Capture and Organize all your SAP documentation from your Projects, training or user guides. Access complete repository. More than 3000 transactions and tables documented.

8. Vendor Management

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Keep track of contact points, contracts, SLAs, renewal dates, invoices and evaluation reports.

9. Project Risk Assessment Tracker (Supply Chain)

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Template Features
- Vendor Database: Add your vendors to a dedicated database at the bottom of the template. This feature allows you to have all vendor-related information at your fingertips, facilitating quick and informed decision-making.
- Risk Calculator: The template includes a Calculator database where you can score the probability (from 1 to 5) and impact (from 1 to 5) of each risk. This calculated risk level can then be used when listing out your projects, providing a clear and quantifiable measure of project risk.
- Project and Vendor Connection: Easily connect vendors to your projects by selecting them in the Vendors column. This feature ensures that all relevant information is interconnected, providing a comprehensive overview of your projects and associated risks.
- 5×5 Risk Matrix: Understand and utilize the 5×5 risk matrix included in the template to evaluate the risk score and risk level associated with each project, aiding in effective risk management and mitigation strategies.

10. Product & Vendor Risk Assessment

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Template Features
- Vendors Database: Easily add and manage your vendors with the Vendors database, including key contact information and notes.
- Products Database: The Products database allows you to add and connect products to vendors and projects, with the ability to update categories and filter by various risk criteria.
- User-Friendly Interface: With a clean and intuitive interface, this template is user-friendly, making it easy for you and your team to navigate and use.

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