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QUICKBOOKS TABLERO

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.
Consejos
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
Notas
Use your standard QuickBooks login to start collecting data. Octoboard only requires read-only access.
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Revisado el:
20-Nov-20
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QUICKBOOKS PLANTILLA

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OCTOBOARD dashboards, templates and reports gallery: Quickbooks application dashboard

QUICKBOOKS OVERVIEW

Key metrics - Income, expenses, customers and products.
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QUICKBOOKS MÉTRICAS

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.

DESCRIPCIÓN GENERAL

Revenue, expenses, income over time
Descripción
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.
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INGRESOS (RENTA)

Revenue over time
Descripción
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.​
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INGRESOS NETOS

Net income over time
Descripción
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.​
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GASTOS

Expenses over time
Descripción
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.
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GANANCIAS Y PÉRDIDAS

Income, Operating Income, Expenses, Net Income
Descripción
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.
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VENTAS POR PRODUCTO

Sales breakdown by product
Descripción
Products are ranked by revenue they bring into the business.
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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.

CLIENTES MÁS IMPORTANTES

Income, Profit, Expenses from top customers
Descripción
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
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CLIENTES MÁS IMPORTANTES POR INGRESOS

Income from top customers
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CLIENTES MÁS IMPORTANTES POR INGRESOS NETOS

Profit from top customers
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GASTOS DE CLIENTES MÁS IMPORTANTES

Expenses by top customers
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INGRESOS DE PRODUCTOS MÁS IMPORTANTES

Income by top products
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CANTIDAD DE PRODUCTOS MÁS IMPORTANTES

Top products ranked by quantity
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GASTOS DE PROVEEDORES MÁS IMPORTANTES

Expenses by top vendors
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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.

INGRESOS DE CLIENTES

Income for selected customer
Descripción
People

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

Profit from selected customer
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GASTOS DE CLIENTES

Expenses for selected customer
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SALDO DE CLIENTES

Customer balance over time
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SALDOS VENCIDOS

Overdue balances - total
Descripción
We define overdue balances as balances that are due for more than 30 days.
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SALDO DE CLIENTES PENDIENTE FRENTE A VENCIDO

Customer balance breakdown - Due vs Overdue
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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.

GASTOS DE PROVEEDOR

Vendor expenses
Descripción
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.
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SALDO DE PROVEEDOR

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