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QUICKBOOKS OVERVIEW

Key metrics - Income, expenses, customers and products.

Template for generated report: Quickbooks application dashboard
QuickBooks overview metrics suitable personal and business dashboards:

  • Income, Net Income
  • Expenses
  • Customer rankings
  • Products - by quantity and income
  • Customer and Vendor balances and expenses
  • Balances - due and overdue

This template is part of Octoboard Social Media reporting tool, Octoboard PPC reporting tool for Agencies, Octoboard SEO reporting tool for Agencies and Octoboard client reporting software for marketing agencies
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OTTIENI QUESTO MODELLO
Ultima revisione:
6-Jun-20
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METRICHE "QUICKBOOKS OVERVIEW"

OVERVIEW

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.
USA QUESTA METRICA

INCOME (REVENUE)

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.​
USA QUESTA METRICA

NET INCOME

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.​
USA QUESTA METRICA

EXPENSES

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.
USA QUESTA METRICA

TOP CUSTOMERS

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
USA QUESTA METRICA

TOP CUSTOMERS BY INCOME

Income from top customers
USA QUESTA METRICA

TOP PRODUCT INCOME

Income by top products
USA QUESTA METRICA

TOP PRODUCT QUANTITY

Top products ranked by quantity
USA QUESTA METRICA

OVERDUE BALANCES

Overdue balances - total
Descrizione
We define overdue balances as balances that are due for more than 30 days.
USA QUESTA METRICA

CUSTOMER DUE VS OVERDUE

Customer balance breakdown - Due vs Overdue
USA QUESTA METRICA

VENDOR EXPENSES

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.
USA QUESTA METRICA

VENDOR BALANCE

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

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KEY SALESFORCE METRICS

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SALESFORCE DEALS AND LEADS

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SALES PERFORMANCE

Open deals, revenue, pipeline and sellers performance
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DEALS AND SELLERS RANKINGS

Revenue, pipeline, top deals and sellers ranking.
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QUICKBOOKS OVERVIEW

Key metrics - Income, expenses, customers and products.
USA QUESTO MODELLO
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FINANCIAL PERFORMANCE - XERO (REPORT)

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