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QUICKBOOKS DASHBOARD

Les finances d'entreprise - revenu, bénéfices, dépenses, profits et pertes de QuickBooks.

Octoboard data dashboard: Quickbooks application dashboard
QuickBooks est un logiciel de comptabilité développé et commercialisé par Intuit.
Conseils
Les groupes de statistiques suivants sont indiqués dans les modèles et les rapports de QuickBooks:

  • La revue - revenus, dépenses, Profits et Pertes
  • Les ventes - classement des ventes par produit et par client
  • Le classement - top clients, fournisseurs et produits
  • Les clients et les fournisseurs - soldes, dépenses, revenu pour les clients et les fournisseurs sélectionnés
Remarques
Utilisez votre connexion QuickBooks standard pour commencer à collecter des données. Octoboard ne nécessite qu'un accès en lecture seule.
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Version:
17-Jun-21
Dashboards:
Rapports:
Portails clients:
White label:
Actualisation des données:
Analytiques des données:
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Multiclient:

QUICKBOOKS MODÈLES

Cliquez pour les détails...
OCTOBOARD dashboards, templates and reports gallery: Quickbooks application dashboard

QUICKBOOKS OVERVIEW

Les métriques principales - le revenu, les dépenses, les clients et les produits.
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QUICKBOOKS MÉTRIQUES

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.

APERÇU

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.
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REVENU

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.​
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REVENU NET

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.​
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FRAIS

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.
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PROFIT ET PERTE

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.
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VENTES PAR PRODUIT

Sales breakdown by product
Description
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.

MEILLEURS CLIENTS

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
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MEILLEURS CLIENTS PAR REVENU

Income from top customers
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MEILLEURS CLIENTS PAR REVENU NET

Profit from top customers
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FRAIS DES MEILLEURS CLIENTS

Expenses by top customers
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MEILLEUR REVENU DE PRODUIT

Income by top products
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MEILLEURE QUANTITÉ DE PRODUITS

Top products ranked by quantity
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FRAIS DES MEILLEURS VENDEURS

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.

REVENU DU CLIENT

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
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PROFIT DU CLIENT

Profit from selected customer
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FRAIS DU CLIENT

Expenses for selected customer
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SOLDE CLIENT

Customer balance over time
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SOLDES EN RETARD

Overdue balances - total
Description
We define overdue balances as balances that are due for more than 30 days.
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CLIENT – DÛ VS EN SOUFFRANCE

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.

FRAIS DU VENDEUR

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.
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SOLDE DU VENDEUR

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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