Free QuickBooks Dashboard Examples and Templates

QuickBooks templates

Track some of the most common QuickBooks metrics and KPIs and analyze your performance with just a few clicks.
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What Is a QuickBooks Dashboard?

A QuickBooks dashboard allows you to pull and visualize data so you can see at-a-glance the health of your business. It also provides you with insights that enable you to take action on an account or invoice. A QuickBooks dashboard is a great way to monitor your key metrics that ensure your business’s overall financial health.

What Should Be Included in a QuickBooks Dashboard?

A QuickBooks dashboard should contain all your most relevant KPIs and metrics that will provide you with deeper insights into your business financials within certain time periods. Metrics like Overdue Invoices, Balance Due per Customer, Average Invoice amount per Customer and more will help you track the financial health and growth of your business.

How to Create a QuickBooks Dashboard

With our dashboard design wizard, building a dashboard in Databox is as simple as connecting a data source, choosing the metrics you need from our Metrics Library, and waiting for your data to populate -- which only takes a few seconds. No coding and design skills are required.

Create a new dashboard using our Designer tool
Create a new dashboard using our Designer tool
Name your dashboard
Name your dashboard
Select a data source
Select a data source
Drag-and-drop pre-built metrics from that source to your dashboard or drag a blank visualization first and select the metric you’d like to associate with it.
Drag-and-drop pre-built metrics from that source to your dashboard
Customize each metric block by date range, comparisons, goals, and more.
Customize each metric block
no-code designer

Visualize your performance

Just drag and drop the metrics you want to visualize, then toggle between visualizations or compare performance to other timelines in a few clicks.

Designer screen
  • Drag & drop your metrics

  • No-code editor

    No-code editor

  • Fully customizable

    Fully customizable

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Whether you are looking for client reporting dashboards, agency dashboards, marketing dashboards, or sales dashboards, Databox can help you build them.

Let us know what you are trying to build and our team of experts will help you turn your data into actionable insights.

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