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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.
Tipps
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
Hinweise
Use your standard QuickBooks login to start collecting data. Octoboard only requires read-only access.
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29-Aug-21
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QUICKBOOKS VORLAGEN

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OCTOBOARD dashboards, templates and reports gallery: Quickbooks application dashboard

QUICKBOOKS OVERVIEW

Key metrics - Income, expenses, customers and products.
DIESE VORLAGE VERWENDEN

QUICKBOOKS MESSGRÖSSEN

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.

ÜBERSICHT

Revenue, expenses, income over time
Beschreibung
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.
DIESE METRIK VERWENDEN

EINKOMMEN (UMSATZ)

Revenue over time
Beschreibung
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.​
DIESE METRIK VERWENDEN

NETTOEINNAHMEN

Net income over time
Beschreibung
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.​
DIESE METRIK VERWENDEN

AUSGABEN

Expenses over time
Beschreibung
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.
DIESE METRIK VERWENDEN

GEWINN UND VERLUST

Income, Operating Income, Expenses, Net Income
Beschreibung
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.
DIESE METRIK VERWENDEN

UMSATZ NACH PRODUKT

Sales breakdown by product
Beschreibung
Products are ranked by revenue they bring into the business.
DIESE METRIK VERWENDEN
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.

DIE BESTEN KUNDEN

Income, Profit, Expenses from top customers
Beschreibung
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
DIESE METRIK VERWENDEN

DIE BESTEN KUNDEN NACH EINKOMMEN

Income from top customers
DIESE METRIK VERWENDEN

DIE BESTEN KUNDEN NACH NETTO-EINKOMMEN

Profit from top customers
DIESE METRIK VERWENDEN

DIE BESTEN KUNDEN-AUSGABEN

Expenses by top customers
DIESE METRIK VERWENDEN

DAS BESTE PRODUKT-EINKOMMEN

Income by top products
DIESE METRIK VERWENDEN

DIE BESTE PRODUKT-MENGE

Top products ranked by quantity
DIESE METRIK VERWENDEN

DIE BESTEN LIEFERANTEN-AUSGABEN

Expenses by top vendors
DIESE METRIK VERWENDEN
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.

KUNDEN-EINKOMMEN

Income for selected customer
Beschreibung
People

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

KUNDEN-GEWINN

Profit from selected customer
DIESE METRIK VERWENDEN

KUNDEN-AUSGABEN

Expenses for selected customer
DIESE METRIK VERWENDEN

KUNDEN-KONTOSTAND

Customer balance over time
DIESE METRIK VERWENDEN

ÜBERFÄLLIGE BETRÄGE

Overdue balances - total
Beschreibung
We define overdue balances as balances that are due for more than 30 days.
DIESE METRIK VERWENDEN

FÄLLIGER GGÜ. ÜBERFÄLLIGER KUNDE

Customer balance breakdown - Due vs Overdue
DIESE METRIK VERWENDEN
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.

LIEFERANTEN-AUSGABEN

Vendor expenses
Beschreibung
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.
DIESE METRIK VERWENDEN

LIEFERANTEN-KONTOSTAND-GLIEDERUNG

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