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)

Read more