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QUICKBOOKS OVERVIEW
Key metrics - Income, expenses, customers and products.
QuickBooks overview metrics suitable personal and business dashboards:
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
- 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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Laatst bekeken op:
6-Mar-19
Standaardbereik:
90 dagen
Updates:
Per uur voor premium plannen
"QUICKBOOKS OVERVIEW" STATISTIEKEN
OVERVIEW
Revenue, expenses, income over time
Beschrijving
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.
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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INCOME (REVENUE)
Revenue over time
Beschrijving
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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NET INCOME
Net income over time
Beschrijving
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.
GEBRUIK DIT CIJFER
EXPENSES
Expenses over time
Beschrijving
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.
GEBRUIK DIT CIJFER
TOP CUSTOMERS
Income, Profit, Expenses from top customers
Beschrijving
Customers in this widget are ranked by Income.
People
People
- Customers - People who owe you money
- Vendors/Suppliers - People who you owe money
- Employees - People who work for you that you pay regularly
GEBRUIK DIT CIJFER
TOP CUSTOMERS BY INCOME
Income from top customers
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TOP PRODUCT INCOME
Income by top products
GEBRUIK DIT CIJFER
TOP PRODUCT QUANTITY
Top products ranked by quantity
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OVERDUE BALANCES
Overdue balances - total
Beschrijving
We define overdue balances as balances that are due for more than 30 days.
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CUSTOMER DUE VS OVERDUE
Customer balance breakdown - Due vs Overdue
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VENDOR EXPENSES
Vendor expenses
Beschrijving
People
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.
- 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.
GEBRUIK DIT CIJFER
VENDOR BALANCE
Vendor balance breakdown - Due vs Overdue
Beschrijving
We define overdue balances as balances that are due for more than 30 days.
GEBRUIK DIT CIJFER
Klanten die "QuickBooks Overview" gebruiken, installeerden ook deze rapporten
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STRIPE REVENUE METRICS
Revenue, plan rankings, fees and upgrades
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KEY SALESFORCE METRICS
Deals, leads, revenue, pipeline and top sellers.
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SALESFORCE DEALS AND LEADS
Deal and leads metrics, top deal stats.
GEBRUIK DIT TEMPLATE
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SALES PERFORMANCE
Open deals, revenue, pipeline and sellers performance
GEBRUIK DIT TEMPLATE
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DEALS AND SELLERS RANKINGS
Revenue, pipeline, top deals and sellers ranking.
GEBRUIK DIT TEMPLATE
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QUICKBOOKS OVERVIEW
Key metrics - Income, expenses, customers and products.
GEBRUIK DIT TEMPLATE
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CHARTMOGUL FOR INVESTORS
ChartMogul metrics for startups, VCs and angel investors
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CHARTMOGUL STARTUPS METRICS (REPORT)
ChartMogul SaaS revenue metrics for startups and investors
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FINANCIAL PERFORMANCE - XERO (REPORT)
Financial performance report using data from Xero.
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