Quickbooks Income & Expenses Cash Overview Dashboard Template

Template created by Databox Databox
This free, well-designed dashboard template provides you with full insights into your business’ cash flow, bank accounts, sales and expenses entered in Quickbooks.

Uses one-click integrations:

  • QuickBooks 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.

Get this dashboard for free

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.

QuickBooks QuickBooks metrics included in this template
  • 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 indicates the total number of invoices for which money has been received from customers and have been marked as paid.

  • Income (Cash)

    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.

  • 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.

Customize this dashboard with Databox

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.

Get Started