New tools to improve performance
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.
Use this dashboard template to effectively track your company’s financial transactions. Keep track of your debits and credits at a glance and ensure you’re in line to meet and exceed your goals for the quarter. By connecting your Quickbooks account, you’ll learn:
What other campaign metrics can you track and visualize with our integration with Quickbooks? Almost anything:
In Databox there are dozens of Quickbooks metrics already built and ready for you to visualize in a variety of different ways. With the use of Query Builder and Data Calculations, the range of different metrics and metric combinations you can track from Quickbooks widens.
Read more about Quickbooks integration.
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.
The Open invoices by Customer metric shows the total amount of unpaid invoices for each customer, providing insight into accounts receivable and cash flow.
Open Invoices Amount by Customer indicates the total amount of unpaid customer invoices that are currently open and owed to the business. It is a key metric for monitoring cash flow and collections.
This metric shows a list of customers who have unpaid invoices past their due date, helping you stay on top of overdue payments and improve cash flow management.
This metric shows the total amount of unpaid invoices that are past their due date for each customer in QuickBooks.
The Paid Invoices Amount metric in QuickBooks represents the total amount of money received from customers for paid invoices. It is a critical measure of the company's cash flow and revenue growth.
The Paid Invoices metric in QuickBooks tracks the total amount of money received from customers against the invoices that you have marked as paid.
Expenses (Cash) metric in QuickBooks tracks all the cash spent for business transactions or purchases made, providing an accurate reflection of the true cash flow of the company.
Income (Cash) is a financial metric that measures the amount of actual cash received by a business during a specific period from sales, services, or other sources. It does not include non-cash revenues or expenses.
The Income (Cash) by Category metric in QuickBooks shows the total revenue received within a specific category over a selected time period, providing a clear picture of the sources of income for a business.
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.
Visualizing your performance data in a way that’s easy for everyone to interpret is the first step toward actually improving performance. So, what can you do when any of these metrics is trending down?
We’ve collected a few resources that contain tips from hundreds of other businesses on how to improve your income, gross profit, and overall health of your finances.
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