If you don’t use QuickBooks, you can pull data from any of our 70+ 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.
Total Balance Amount of Bank Accounts and Credit Cards tracked in the 'Bank Accounts' and 'Credit Cards' subsections of the Balance Sheet Report in QuickBooks, split up by the Bank Account or Credit Card Name. In order to use this Metric, you must have a 'Bank Accounts' section and/ or a 'Credit Cards' section in your Balance Sheet Report. All Bank Accounts and Credit Cards must be added to the appropriate section. No historical data is available from before the initial connection.
The amount of Net Income during the specified Date Range.
Total number of Open Invoices split up by Customer. No historical data is available from before the initial connection.
Total amount of Open Invoices split up by Customer. No historical data is available from before the initial connection.
Total amount of Overdue Invoices split up by Customer. No historical data is available from before the initial connection.
The amount of Total Expenses during the specified Date Range.
Total Expenses during the specified Date Range split up by Category.
Total Expenses during the specified Date Range split up by Vendor.
The amount of Paid Invoices during the specified Date Range.
Expenses during the specified Date Range.
The amount of Income during the specified Date Range.
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.
Didn’t find what you’re looking for?
Start a conversation with our experts
Latest from our blog
Popular Blog Posts
POPULAR DASHBOARD EXAMPLES & TEMPLATES
Creating your account...