Posts

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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