Must-Have QuickBooks Dashboard Examples and Templates
All QuickBooks dashboard templates come pre-built with some of the most commonly tracked QuickBooks metrics from the most popular tools. You can customize your templates at any time.
No credit card needed · Free-forever plan
QuickBooks templates
Track some of the most common QuickBooks metrics and KPIs and analyze your performance with just a few clicks.
Quickbooks Income & Expenses Cash Overview
Quickbooks dashboard template provides you with insights about cash flow, bank accounts, sales and expenses enterred in Quickbooks to stay on top of your business.
E-commerce Financial Dashboard (BigCommerce + QuickBooks)
Optimize your e-commerce strategy with our BigCommerce + QB dashboard. Track Sales Funnel, Performance, Profit & Loss, and Cash Flow metrics including Revenue, Orders, Gross Profit Margin, Expenses and Sessions data for actionable insights.
SaaS Financial Dashboard (Profitwell + QuickBooks + HubSpot)
Lead with confidence using our "SaaS Leadership Dashboard" powered by ProfitWell and QuickBooks. Get real-time insights into financial and operational metrics for informed decision-making. Elevate your SaaS business effortlessly.
E-commerce Financial Dashboard (WooCommerce + QuickBooks)
Optimize e-commerce with our WooCommerce + QuickBooks dasboad. Monitor Sales Funnel, Performance, Profit & Loss, Revenue, Expenses and Cash Flow metrics for actionable insights
SaaS Financial Dashboard (Stripe + QuickBooks + HubSpot)
Lead with confidence using our "SaaS Leadership Dashboard" powered by Stripe and QuickBooks. Get real-time insights into financial and operational metrics for informed decision-making. Elevate your SaaS business effortlessly.
The QuickBooks Cash Flow Overview dashboard provides a snapshot of net cash flow, bank balance, open and overdue invoices, and cash flow from operating, financing, and investing activities. It helps track financial health and cash movements.
QuickBooks Financials Overview
Get a financial snapshot with our "Financial Overview Dashboard." Tailored for decision-makers, it offers real-time insights into revenue, expenses, and profitability. Drive financial success effortlessly.
QuickBooks + HubSpot CRM: Financial Performance
This dashboard helps to keep high-level tabs on your overall financial health, and quickly identify points of friction slowing your success.
E-commerce Financial Dashboard (Shopify + QuickBooks)
Empower your e-commerce leadership with Databox's integrated Shopify, QuickBooks, and Google Analytics 4 dashboard. Gain insights into Sales Funnel, Performance, Profit & Loss, and Cash Flow metrics, including Gross Sales, Orders, Revenue, Expenses,
QuickBooks Balance Sheet Overview
The QuickBooks Balance Sheet Overview dashboard provides a real-time snapshot of assets, liabilities, and equity. It includes key financial metrics like liquidity, efficiency, solvency. Ideal for monitoring financial stability and performance.
SaaS Financial Dashboard (ChartMogul + QuickBooks + HubSpot)
Lead with confidence using our "SaaS Leadership Dashboard" powered by ChartMogul and QuickBooks. Get real-time insights into financial and operational metrics for informed decision-making. Elevate your SaaS business effortlessly.
You don't use QuickBooks templates?
You can build a dashboard with any data using our 130+ one-click integrations, incl. Zapier, Make, Google Sheets, or a SQL database.
Can't find the exact template?
Build the QuickBooks dashboard your team actually needs
Create a custom view of your most important QuickBooks metrics – no coding or design skills required.
Centralize
See every client's performance in one place
Save account managers from hours of copy-paste reporting work.
Explore more templates...
Learn more
Frequently asked questions
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.