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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.
Suggerimenti
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
Note
Use your standard QuickBooks login to start collecting data. Octoboard only requires read-only access.
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Ultima revisione:
29-Aug-21
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QUICKBOOKS MODELLI

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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 METRICHE

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.

PANORAMICA

Revenue, expenses, income over time
Descrizione
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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ENTRATE (RICAVI)

Revenue over time
Descrizione
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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RICAVI NETTI

Net income over time
Descrizione
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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SPESE

Expenses over time
Descrizione
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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PROFITTI E PERDITE

Income, Operating Income, Expenses, Net Income
Descrizione
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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VENDITE PER PRODOTTO

Sales breakdown by product
Descrizione
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.

CLIENTI PRINCIPALI

Income, Profit, Expenses from top customers
Descrizione
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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CLIENTI PRINCIPALI PER REDDITO

Income from top customers
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CLIENTI PRINCIPALI PER UTILE NETTO

Profit from top customers
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SPESE CLIENTI PRINCIPALI

Expenses by top customers
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RICAVI PRODOTTI PRINCIPALI

Income by top products
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QUANTITÀ DI PRODOTTO PRINCIPALI

Top products ranked by quantity
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SPESE FORNITORI PRINCIPALI

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.

REDDITO CLIENTI

Income for selected customer
Descrizione
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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PROFITTO CLIENTI

Profit from selected customer
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SPESE CLIENTI

Expenses for selected customer
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SALDO CLIENTI

Customer balance over time
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SALDI IN ARRETRATO

Overdue balances - total
Descrizione
We define overdue balances as balances that are due for more than 30 days.
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SCADENZA E SCADENZA SUPERATA CLIENTE

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.

SPESE FORNITORE

Vendor expenses
Descrizione
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 FORNITORE

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