Dashboard Examples / SaaS / SaaS Churn / ChartMogul & QuickBooks SaaS Leadership Dashboard
Share template LinkedIn Facebook Twitter

ChartMogul & QuickBooks SaaS Leadership Dashboard Template

Template created by Databox Databox
Elevate your business analysis with our 'ChartMogul & QuickBooks SaaS Leadership Dashboard.' Tailor-built for SaaS Churn, Growth, Revenue Trends, and MRR sectors, it displays a crucial array of metrics from conduits like QuickBooks, Google Analytics, ChartMogul, and HubSpot CRM. Use it to track metrics such as income, expenses, MRR, ARR, sessions and deals, providing you a comprehensive view of your business health.

Uses one-click integrations:

  • Google Analytics 4 Google Analytics 4
  • HubSpot CRM HubSpot CRM
  • QuickBooks QuickBooks
  • Mixpanel Mixpanel
  • ChartMogul ChartMogul

If you don’t use Google Analytics 4, HubSpot CRM, QuickBooks, Mixpanel or ChartMogul, you can pull data from any of our 100+ one-click, native integrations or from spreadsheets, databases and other APIs.

Get this dashboard for free

What you’ll learn from this SaaS Leadership Dashboard (ChartMogul + QuickBooks) Dashboard Template:

Connect your ChartMogul, QuickBooks, HubSpot CRM, GA4, and Mixpanel accounts and learn:

  • How to track your most important SaaS metrics? By tracking metrics like Sessions, Signups, Upgraded MRR, Reactivation MRR and more in real time, you can gain insights into your business growth. And in case any of them are significantly trending down you can take steps to fix the possible causes of that trend.
  • How to decipher your gross profit margin Investigate your business's profitability by focusing on your gross profit margin. This crucial figure highlights your financial gains post the subtraction of business-related expenses. Comparing these figures over various periods sheds light on your company's developmental progress.
  • How do we track our monthly recurring revenue? View the total amount of revenue you expect to make regularly. Monitor your business’ health and growth by keeping an eye on the following metrics: New MRR, upgrades, downgrades, revenue churn, and so much more.
  • What can I learn from my key sales metrics? Explore the dynamics of your sales achievements by analyzing essential sales indicators. Assess the aggregate deals concluded, the mean transaction value, and the overall success rate. This evaluation offers a snapshot of your sales team's productivity levels.
  • How do I track a bank transaction? Delve into the specifics of your financial standing by meticulously reviewing your bank account balances. This method facilitates an analytical look at present finances in relation to historical data, enhancing your financial management capabilities.

Pull additional data using our deep integration with ChartMogul, QuickBooks, and HubSpot CRM

What else can you track and visualize with our robust integration with ChartMogul, QuickBooks, and HubSpot? When it comes to your most important payment metrics, churn, etc, almost anything:

  • Gross and Net volume
  • Customer retention rate
  • Growth Rate
  • Revenue Retention Rate
  • Conversion Rate

There are many, many different metrics and metric combinations you can track using ChartMogul, QuickBooks, and HubSpot CRM. And in Databox, you can quickly visualize dozens of ChartMogul, QuickBooks, and HubSpot CRM metrics & KPIs in a variety of ways, alongside all the important metrics from other data sources you’re using.

Read more about Databox’s ChartMogul, QuickBooks, and HubSpot CRM integrations.

Explore more QuickBooks dashboards, HubSpot CRM dashboards, and ChartMogul dashboards.

ChartMogul ChartMogul metrics included in this template
  • Churn MRR

    Churn MRR measures the monthly recurring revenue lost from customers canceling their subscriptions or downgrading their plans.

More 1-click dashboard templates

Dashboard example

Google Analytics 4 Website traffic

Google Analytics 4 dashboard template which will give you insights about your users, sessions, referrals and more.

Dashboard example

Google Analytics 4 KPI Dashboard

Focus in on the metrics that matter from your Google Analytics 4 account. Measure the key outcomes that your website was designed to create, as well as the leading indicators that help pinpoint where your greatest opportunities lie.

Dashboard example

Facebook Ads, Google Ads Dashboard & GA4

The Facebook Ads, Google Ads & Google Analytics 4 template allows you to monitor your Facebook and Google campaigns at the same time to track your progress and areas to improve upon.

Dashboard example

Google Organic SEO Dashboard

The Google Analytics 4 SEO dashboard shows exactly which search terms lead to visitors, and the quality of those visitors.

Customize dashboard
Explore all of Databox’s functionalities:

Customize this dashboard with Databox

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.

Get Started