QuickBooks Overview template for business
Octoboard adds QuickBooks template to business performance dashboard. You can now combine finance metrics from QuickBooks with SalesForce, Stripe, Google Sheets and other data services - all in one place. You don’t need to select metrics one-by-one, they have already been grouped for you. As always, you can always modify the dashboard you create using any of the Octoboard templates and integrations.
QuickBooks Overview template metrics
- OVERVIEW - Revenue, expenses, income over time.
- INCOME - Revenue over time.
- TOP CUSTOMERS - Income, Profit, Expenses from your top customers.
- NET INCOME - Net income over time.
- TOP CUSTOMERS - Customer ranking by revenue (income)
- TOP PRODUCT - Product ranking by revenue
- EXPENSES - Expenses over time.
- TOP PRODUCT QUANTITY - Top products ranked by quantity.
- OVERDUE BALANCES - Total overdue balances.
- CUSTOMER DUE VS OVERDUE - Customer balance breakdown.
- VENDOR EXPENSES - Expenses by vendors.
You can find more detailed information on metrics displayed on our QuickBooks dashboards and templates here.