OCTOBOARD
English
LOGIN
English
QuickBooks Overview template for business
Octoboard launches QuickBooks Overview template where all the essential metrics are combined for you to easily access your finances online.
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.
- 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.
Start using your cloud data to grow sales, save cost and retain clientsGET OCTOBOARD FREE
How can Octoboard help you use your data
Automate marketing reports and dashboards
Watch budgets and measure effectiveness of every dollar spent on paid advertising.
Business features include
Automated reporting
Keyword rank tracker
Send data to Google Sheets
B2B lead generation
White label client portal
Send data to BigQuery
ChatGPT data insights
YOU MAY ALSO LIKE
How to Use Web Analytics in 2025
Octoboard offers OpenAI/ChatGPT data insights, heatmaps (clickmaps, mousemove maps, scrollmaps), real-time dashboards and other features that help businesses use web analytics. We have asked some of the Octoboard customers about how they plan to use Octoboard Web Analytics in 2025.
Top 5 web analytics trends expected to dominate in 2025
Artificial intelligence and machine learning will revolutionize web analytics, enabling deeper insights into user behavior, trend identification, and predictive analytics. This post outlined key web analytics trends that Octoboard client see dominating in 2025.
Email Marketing trends 2024: benefits of hyper-personalization
Hyper-personalization in email marketing offers several key benefits that enhance both customer engagement and business performance. Octoboard Ecommerce Analytics customers shared their thoughts on how to use email personalisation in campaigns and ecommerce email automations.
Marketing Data AI Insights: New Business Strategies for 2024
AI technologies analyze consumer behaviors, preferences, and interactions across multiple touchpoints. AI provides marketers with actionable intelligence. Predictive modelling allows companies to anticipate future trends and customer needs. This article discusses AI capabilities and ways to add AI to your marketing data.