New tools to improve performance
If you don’t use HubSpot CRM or QuickBooks, you can pull data from any of our 100+ one-click, native integrations or
from spreadsheets, databases and other APIs.
Connect your Quickbooks and HubSpot accounts and learn:
What else can you track and visualize with our integration with HubSpot CRM? When it comes to leads, sales & revenue, almost anything:
In Databox, you can quickly visualize 100s of HubSpot metrics in various ways, alongside all the important metrics from other data sources you’re using.
Read more about Databox’s HubSpot CRM integration.
What other financial metrics can you track and visualize with our integration with Quickbooks?
In Databox there are dozens of Quickbooks metrics already built and ready for you to visualize in a variety of different ways. With Query Builder and Data Calculations, the range of different metrics and metric combinations you can track from Quickbooks widens.
Read more about Databox’s Quickbooks integration.
The Deal Amount by Stage by Create Date metric provides a comprehensive view of the deal amount across various stages of the sales pipeline, organized by the date the deals were created. This enables sales managers to track the progress of the sales team and identify areas where they need to focus their efforts to increase revenue.
Gross Profit Margin (Cash) is a financial metric that measures how much money a company is earning from its sales after accounting for the cost of goods sold, taking into account cash transactions.
Open Invoices Amount is a metric in QuickBooks that shows the total value of outstanding invoices that have not yet been paid by customers.
The Open invoices by Customer metric shows the total amount of unpaid invoices for each customer, providing insight into accounts receivable and cash flow.
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.
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.
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 towards achieving better results for your business. So, what can you do when some of these metrics are 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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