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.