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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.
Last reviewed: 7-Sep-17
Default data range: Last 90 days
Updates: Hourly for Octoboard Premium

QUICKBOOKS METRICS

OVERVIEW

Revenue, expenses, income over time

INCOME

Revenue over time

NET INCOME

Net income over time

EXPENSES

Expenses over time

PROFIT AND LOSS

Income, Operating Income, Expenses, Net Income

SALES BY PRODUCT

Sales breakdown by product

TOP CUSTOMERS

Income, Profit, Expenses from top customers

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

CUSTOMER INCOME

Income for selected customer

CUSTOMER PROFIT

Profit from selected customer

CUSTOMER EXPENSES

Expenses for selected customer

CUSTOMER BALANCE

Customer balance over time

OVERDUE BALANCES

Overdue balances - total

CUSTOMER DUE VS OVERDUE

Customer balance breakdown - Due vs Overdue

VENDOR EXPENSES

Vendor expenses

VENDOR BALANCE

Vendor balance breakdown - Due vs Overdue
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