Dashboard Examples / Financial / Profit and Loss / QuickBooks Balance Sheet Overview
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QuickBooks Balance Sheet Overview Dashboard Template

Template created by Databox Databox

Use this free, easy-to-use, and customizable QuickBooks Balance Sheet Overview Dashboard to optimize your financial tracking with Databox’s analytics. Gain insights into assets, liabilities, and equity to maintain financial stability and make informed business decisions. Effortlessly monitor your company’s financial health in one streamlined dashboard. This dashboard tracks key balance sheet metrics, including Assets, Liabilities, Equity, Inventory Turnover Ratio, Asset Turnover, Current Ratio, Quick Ratio, Debt to Equity Ratio, Debt to Assets Ratio, Return on Assets, Return on Equity, Financial Performance Overview, and comparisons of Current vs Non-Current Assets and Liabilities.

By integrating with QuickBooks, this dashboard ensures seamless data tracking and analysis for better insights into financial performance.

Uses one-click integrations:

  • QuickBooks QuickBooks

If you don’t use QuickBooks, you can pull data from any of our 100+ one-click, native integrations or from spreadsheets, databases and other APIs.

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QuickBooks QuickBooks metrics included in this template
  • Equity (cash) - QuickBooks
  • Assets (Cash)

    Assets in QuickBooks refer to the resources that a company owns and can use to generate revenue. These include cash, accounts receivable, inventory, and property. Assets are important because they show a company's financial strength and ability to generate income.

  • Current Assets (Cash)

    Current Assets refer to the resources that are likely to be turned into cash in only one year or less. Examples include cash, inventory, accounts receivable, and prepaid expenses. It is a critical metric for evaluating a company's liquidity and ability to meet short-term obligations.

  • Current Liabilities (Cash)

    Current Liabilities measures the amount of money a company owes for debts that are due within a year, such as loans, accounts payable and taxes.

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Sometimes, you’ll want to dive deeper into performance. When you need to customize this template (or any other dashboard) to include different metrics, add metrics from different sources, etc., you can do so by using Databox’s Dashboard Designer.

The Designer allows you to easily drag-and-drop metrics and visualizations from any data source right into your dashboard.

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