Quickbooks Income & Expenses Cash Overview Dashboard Template

Uses one-click integrations:

QuickBooks

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.

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What you’ll learn from this Quickbooks Income & Expenses Cash Overview Dashboard template

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:

How much income did my business generate last month? View the amount of money your company generated from selling its products and services along with costs incurred. Also, see how much in total profits your business made after deducting all expenses in a year.
How do we measure the financial health of our business? Track your business’ sales and expenses within a specified period of time. Monitor key KPIs that matter to the financial health of your business, such as income, gross profit, expenses, net operating income, and so on.
How do we track credit card purchases? Track all expenses and payments incurred from your bank and credit card accounts. View your bank and credit card accounts and balance anytime, anywhere.
How do we track open and unpaid invoices? Keep track of all open and overdue invoices and payments to be paid by your clients. See how much exactly your business is expected to receive and figure out ways/incentives to get the payments sorted.
How do we track our business expenses? See how much it cost to run your business in a month. Track what items and activities make up your business expenses (in percentage).
How do we report on expenditures to vendors? Track how much you’ve spent on each vendor and how much profit you can expect to make after deducting these expenses. Identify which vendors cost you the most and the least in a given month.

Pull additional data using our robust integration with Quickbooks.

What other campaign metrics can you track and visualize with our integration with Quickbooks? Almost anything:

Cash flow forecast
Customer balance
Income & Sales by customer
Purchases by vendors
Inventory valuation
Budget & forecasting

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.

Explore more QuickBooks dashboards.

Balance by Bank Accounts & Credit Cards (Cash)
Displays current balances from linked bank and credit card accounts in QuickBooks, providing a complete snapshot of your financial position.
Gross Profit (Cash)
Gross Profit (Cash) is a financial metric that calculates the amount of money a business earns after deducting the cost of goods sold. It represents the profit a company generates from its core business operations before factoring in other expenses.
Open Invoices by Customer
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
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.
Overdue Invoices by Customer
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.
Overdue Invoices Amount by Customer
This metric shows the total amount of unpaid invoices that are past their due date for each customer in QuickBooks.
Total Expenses (Cash) by Category
Total Expenses (Cash) by Category is a metric that shows the amount of money spent on each expense category in cash terms over a specific period in QuickBooks.
Paid Invoices Amount
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.
Paid Invoices
The Paid Invoices metric in QuickBooks tracks the total amount of money received from customers against the invoices that you have marked as paid.
Income (Cash) by Category
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.