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.