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HOME / REPORTS / QUICKBOOKS OVERVIEW

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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Last reviewed:
22-Nov-18
Default range:
90 days
Updates:
Hourly for premium plans

"QUICKBOOKS OVERVIEW" METRICS

OVERVIEW

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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INCOME (REVENUE)

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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NET INCOME

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.​
USE THIS METRIC

EXPENSES

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.
USE THIS METRIC

TOP CUSTOMERS

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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TOP CUSTOMERS BY INCOME

Income from top customers
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TOP PRODUCT INCOME

Income by top products
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TOP PRODUCT QUANTITY

Top products ranked by quantity
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OVERDUE BALANCES

Overdue balances - total
Description
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
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.
USE THIS METRIC

VENDOR BALANCE

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

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SALESFORCE DEALS AND LEADS

Deal and leads metrics, top deal stats.
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