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QuickBooks template for business

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

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)

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Monitor your finance metrics with QuickBooks

Monitor your finance metrics with QuickBooks

Monitor your company finance metrics with QuickBooks

We are adding QuickBooks metrics to our business performance dashboard. QuickBooks dashboard from Octoboard now allows you to monitor your finance metrics and combine them with data form other cloud applications that your startup or business use (SalesForce, Google Sheets, Stripe and so on). Having all the information presented in a dashboard that keeps updating automatically helps you track your finances and saves you time – no more switching between platforms or constant logins.

Leave all that data collection complexity and updates to Octoboard.

QuickBooks finance metrics in a dashboard

QuickBooks metrics by Octoboard

The following groups of metrics are reported in Octoboard QuickBooks templates and dashboards:

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How to use your Stripe finance metrics

How to use your Stripe finance metrics?

If you run an online business, you will sooner or later come to the point where you have to have a way to accept payments. After all, businesses are about making money! It is not the sole reason, of course, but we can’t deny that it’s about money. So how to start accepting payments? Stripe is a great way to do it. It is a company operating in over 25 countries which allows individuals and businesses to accept online payments. Stripe also provides a great set of metrics that you can use for monitoring your billing and finance.

Below is an overview of key metrics and dashboard templates that can be built using free business performance dashboard from Octoboard.

Why do I use Stripe dashboard?

We have chosen to integrate with Stripe for several reasons. It is a service that takes security very seriously, which is of utmost importance when dealing with money. Its API is clean, well documented, and very easy to use. Stripe values data portability. It has great customer service. For all those reasons, Stripe has a lot of clients. And we at Octoboard understand that all those thousands of clients need their finance metrics at hand to be able to have all the up-to-date information they need. Which is exactly what we provide.

Octoboard dashboards for Stripe allow you to monitor revenue (recurring and by product), customer growth, pricing analysis, latest transactions and failure causes, fees and charges, and more. And you should definitely monitor them! Smart businesses use this information to adjust their strategy so that it leads them to success.

Set up your dashboard in just 3 minutes and start monitoring your finance metrics

Here’s how you Stripe Revenue dashboard can look like:

stripe finance metrics REVENUE

All the metrics are presented in a way that even a non-specialist will be able to make sense of it.

You can group your metrics differently to have more data in one dashboard:

stripe finance metrics ALL

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