E-commerce Financial Dashboard (Shopify + QuickBooks) Dashboard Template

Template created by Databox Databox

Use this free, easy-to-use, and customizable E-commerce Financial Dashboard (Shopify + QuickBooks) to empower your e-commerce leadership with Databox’s integrated analytics. Gain insights into your Sales Funnel, Performance, Profit & Loss, and Cash Flow metrics, including Gross Sales, Orders, Revenue, Expenses, and more. This dashboard tracks key metrics such as Financial Overview (Sales, Revenue, Orders, Expenses, Net Profit, and Cash Flow), Sales & Orders Trends (Last 12 Months), Revenue & Expenses vs Net Profit, P&L Overview (Revenue, COGS, Gross Profit, Expenses, EBIT, Net Profit, Margins), Average Order Value Analysis, and Net Cash Flow Breakdown, helping you make data-driven decisions and optimize performance.

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

Uses one-click integrations:

  • Shopify Shopify
  • QuickBooks QuickBooks

If you don’t use Shopify or 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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Shopify Shopify metrics included in this template
  • Total Sales

    Equates to Gross Sales - Discounts - Returns + Taxes + Shipping Charges during the specified Date Range. Total Sales will be a positive number for a Sale on the date that an order was placed, and a negative number for a return on the date that an order was Refunded.

QuickBooks QuickBooks metrics included in this template
  • Net Operating Income (Cash)

    Net Operating Income (Cash) is a profitability metric that reflects the income generated by a business's operations after deducting operating expenses and taxes but before deducting interest and other non-operating expenses.

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.

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