If you don’t use HubSpot CRM or QuickBooks, you can pull data from any of our 70+ 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? 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 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.
Sum of All Deals Revenues during the specified Date Range split up by Stage by Create Date.
Total Gross Profit Margin during the specified Date Range. No historical data is available from before the initial connection.
Total amount of Open Invoices. No historical data is available from before the initial connection.
Total number of Open Invoices split up by Customer. No historical data is available from before the initial connection.
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 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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