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)