Build guide
Olive Oil Sommelier OS
Olive oil harvest catalogs, organoleptic tasting sheets, custom tasting event flight designers, client sensory databases, and private consultancy project pipelines.
For: Consultancies, marketing and design agencies, real estate agencies, brokers and professional firms
- Linked databases
- 6
- Connections
- 5
- Automatic calculations
- 12
- Ready-made views
- 16
What it saves you
- Weighted pipeline value = deal value x probability, per deal and in total
- Billable hours turn into unbilled value per engagement automatically
- Engagements over budget are flagged as hours are logged
- Overdue invoices and stale deals each have their own list
How the parts work together
- Win work: Log the account and a deal → Set probability at each stage → Keep a dated next step on every open deal
- Deliver: Create an engagement with budget hours → Everyone logs time against it → Watch "Over budget"
- Bill: Invoice from "Ready to invoice" → Tick Invoiced on those entries → Chase "Open invoices" by days overdue
Databases inside
Accounts
Companies and individuals you sell to or serve, with total won value and open pipeline rolled up.
7 fields · 2 calculated automatically · linked to Deals, Engagements, Invoices, Olive Oil Tasting & Sensory Log
Views: All accounts, By tier
Deals
New business from first call to signed contract. Weighted value uses probability so your forecast is realistic.
11 fields · 3 calculated automatically · linked to Accounts
Views: Pipeline, Forecast, Stale deals
Engagements
Active client work with budget hours and fee. Hours used, unbilled value and over-budget warnings update from the time log.
10 fields · 4 calculated automatically · linked to Accounts, Time Entries
Views: Delivery board, Timeline, Over budget, Unbilled work
Time Entries
Hours by person and engagement. Billable amount and what is still unbilled are calculated from the rate.
10 fields · 2 calculated automatically · linked to Engagements
Views: This week, Ready to invoice
Invoices
Invoices per account with due dates and payment status; overdue invoices surface automatically.
7 fields · 1 calculated automatically · linked to Accounts
Views: Open invoices, All invoices
Olive Oil Tasting & Sensory Log
An organoleptic logging and event planner for certified olive oil sommeliers and sensory panels. Tracks extra virgin olive oil (EVOO) harvest years, chemical indicators (free acidity, peroxide value, total polyphenols), tasting attributes (fruity, bitter, pungent), defects tracking (fusty, musty, rancid), and food pairings.
9 fields · linked to Accounts
Views: EVOO Registry, Palate Sensory Board, By Olive Cultivar
You get the finished workspace, not homework.
Buy it once for $29 or get it with your membership, then duplicate it into Notion with every field, link, formula, view and example row already set up.
See Olive Oil Sommelier OS →