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QUICKBOOKS DASHBOARD

Company finance - revenue, profit, expenses and P&L from QuickBooks.
Octoboard data dashboard: Quickbooks application dashboard
QuickBooks is an accounting software product developed and marketed by Intuit.
Tips
The following groups of metrics are reported in QuickBooks templates and reports:

  • Overview - income, expenses, P&L
  • Sales - sales breakdown by product and customer
  • Rankings - top customers, vendors and products
  • Customers and Vendors - balances, expenses, incomes for selected customers and vendors
Notes
Use your standard QuickBooks login to start collecting data. Octoboard only requires read-only access.
520
Last reviewed: 7-Oct-17
Default data range: Last 90 days
Updates: Hourly for Octoboard Premium

QUICKBOOKS TEMPLATES

 
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OCTOBOARD dashboards, templates and reports gallery: Quickbooks application dashboard

QUICKBOOKS OVERVIEW

Key metrics - Income, expenses, customers and products.
 

QUICKBOOKS METRICS

Can I monitor my key finance metrics in one dashboard?
Absolutely, we have prepared a list of metrics for business finance departments that include OVERVIEW, INCOME, NET INCOME, EXPENSES and PROFIT AND LOSS.

OVERVIEW

Revenue, expenses, income over time
Description
Income (Revenue) - Money earned from the sale of your products or services is recorded as income. Your company might have one income account or several, depending on the detail needed for your financial analysis. Another category of income is Other Income, or income generated from the sale of a product or service not normal to your operations. Interest Income is an example of an Other Income account type.​

Expense - An account that tracks and categorizes what your company is spending. You can think of expenses as money that leaves the company. An Other Expense is money spent on something other than normal business operations, such as corporate income taxes.

INCOME

Revenue over time
Description
Income (Revenue) - Money earned from the sale of your products or services is recorded as income. Your company might have one income account or several, depending on the detail needed for your financial analysis. Another category of income is Other Income, or income generated from the sale of a product or service not normal to your operations. Interest Income is an example of an Other Income account type.​

NET INCOME

Net income over time
Description
Income (Revenue) - Money earned from the sale of your products or services is recorded as income. Your company might have one income account or several, depending on the detail needed for your financial analysis. Another category of income is Other Income, or income generated from the sale of a product or service not normal to your operations. Interest Income is an example of an Other Income account type.​

EXPENSES

Expenses over time
Description
Expense - An account that tracks and categorizes what your company is spending. You can think of expenses as money that leaves the company. An Other Expense is money spent on something other than normal business operations, such as corporate income taxes.

PROFIT AND LOSS

Income, Operating Income, Expenses, Net Income
Description
Income (Revenue) - Money earned from the sale of your products or services is recorded as income. Your company might have one income account or several, depending on the detail needed for your financial analysis. Another category of income is Other Income, or income generated from the sale of a product or service not normal to your operations. Interest Income is an example of an Other Income account type.​

Expense - An account that tracks and categorizes what your company is spending. You can think of expenses as money that leaves the company. An Other Expense is money spent on something other than normal business operations, such as corporate income taxes.

Cost of Goods Sold (COGS, Cost of Sales, COS) - Costs directly related to producing a service or good for sale. There is a direct relationship between these costs and your revenue. If your company sells a product, your cost of goods sold (also called COGS, or cost of sales) expenses would be the material, labor, and other costs incurred to make and sell the product. By contrast, your office expenses for rent or advertising are considered indirect and should not be posted to the Cost of Goods Sold account type.

SALES BY PRODUCT

Sales breakdown by product
Description
Products are ranked by revenue they bring into the business.
Who are my top customers today and which products sell best?
QuickBooks offers metrics that you can use to rank customer and products by income and expenses.

TOP CUSTOMERS

Income, Profit, Expenses from top customers
Description
Customers in this widget are ranked by Income.

People

  • Customers - People who owe you money
  • Vendors/Suppliers - People who you owe money
  • Employees - People who work for you that you pay regularly

TOP CUSTOMERS BY INCOME

Income from top customers

TOP CUSTOMERS BY NET INCOME

Profit from top customers

TOP CUSTOMERS EXPENSES

Expenses by top customers

TOP PRODUCT INCOME

Income by top products

TOP PRODUCT QUANTITY

Top products ranked by quantity

TOP VENDOR EXPENSES

Expenses by top vendors
Can I get full details on selected customers?
It is possible to get the following on the any selected customer: INCOME, PROFIT, EXPENSES and BALANCES.

CUSTOMER INCOME

Income for selected customer
Description
People

  • Customers - People who owe you money
  • Vendors/Suppliers - People who you owe money
  • Employees - People who work for you that you pay regularly

CUSTOMER PROFIT

Profit from selected customer

CUSTOMER EXPENSES

Expenses for selected customer

CUSTOMER BALANCE

Customer balance over time

OVERDUE BALANCES

Overdue balances - total
Description
We define overdue balances as balances that are due for more than 30 days.

CUSTOMER DUE VS OVERDUE

Customer balance breakdown - Due vs Overdue
Can I monitor my spend per vendor?
It is possible to view vendor expenses and balances - both due and overdue. Balances unpaid for over 30 days are considered overdue.

VENDOR EXPENSES

Vendor expenses
Description
People

  • Customers - People who owe you money
  • Vendors/Suppliers - People who you owe money
  • Employees - People who work for you that you pay regularly

Expense - An account that tracks and categorizes what your company is spending. You can think of expenses as money that leaves the company. An Other Expense is money spent on something other than normal business operations, such as corporate income taxes.

VENDOR BALANCE

Vendor balance breakdown - Due vs Overdue
Description
We define overdue balances as balances that are due for more than 30 days.
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