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НАЗАД / ДАШБОРДЫ / QUICKBOOKS

QUICKBOOKS ДАШБОРД

Финансовые показатели компании - выручка, прибыль, расходы и отчет о прибыли и убытках от QuickBooks.

Octoboard data dashboard: Quickbooks application dashboard
QuickBooks - это бухгалтерское программное обеспечение, разработанное и продаваемое компанией Intuit.
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Следующие группы метрик отображены в шаблонах и отчетах QuickBooks:

  • Обзор - доход, расходы, отчет о прибыли и убытках
  • Продажи - разбивка продаж по продукту и клиентам
  • Рейтинги - топ-клиенты, поставщики и продукты
  • Клиенты и поставщики - сальдо, затраты, доходы от выбранных клиентов и поставщиков
Заметки
Используйте ваш логин QuickBooks для сбора данных. Octoboard требуется доступ в режиме «только для чтения».
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НАЧАТЬ СЕЙЧАС
Версия:
13-Jul-21
Дашборды:
Отчеты:
Клиентские порталы:
White label:
Обновление данных:
Анализ данных:
Офисный ТВ-выход:
Мультиклиент:

QUICKBOOKS ШАБЛОНЫ

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OCTOBOARD dashboards, templates and reports gallery: Quickbooks application dashboard

QUICKBOOKS OVERVIEW

Ключевые метрики - доход, затраты, клиенты и продукция.
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QUICKBOOKS МЕТРИКИ

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.

OVERVIEW

Revenue, expenses, income over time
Описание
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
Описание
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
Описание
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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EXPENSES

Expenses over time
Описание
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 AND LOSS

Income, Operating Income, Expenses, Net Income
Описание
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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SALES BY PRODUCT

Sales breakdown by product
Описание
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.

TOP CUSTOMERS

Income, Profit, Expenses from top customers
Описание
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 CUSTOMERS BY NET INCOME

Profit from top customers
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TOP CUSTOMERS EXPENSES

Expenses by 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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TOP VENDOR EXPENSES

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.

CUSTOMER INCOME

Income for selected customer
Описание
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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CUSTOMER PROFIT

Profit from selected customer
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CUSTOMER EXPENSES

Expenses for selected customer
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CUSTOMER BALANCE

Customer balance over time
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OVERDUE BALANCES

Overdue balances - total
Описание
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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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.

VENDOR EXPENSES

Vendor expenses
Описание
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.
ИСПОЛЬЗУЙТЕ ЭТУ МЕТРИКУ

VENDOR BALANCE

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