Dashboard Examples / SaaS / SaaS Churn / SaaS Financial Dashboard (Profitwell + QuickBooks + HubSpot)
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SaaS Financial Dashboard Template (Profitwell + QuickBooks + HubSpot)

Template created by Databox Databox
Use this free Google Analytics 4 Engagement dashboard to measure the overall engagement of your website and app visitors. Make more educated executive decisions with the SaaS Leadership Dashboard template (Profitwell + QuickBooks). Designed for in-depth analysis of key business metrics, it expedites decision-making for SaaS Growth, Churn, and MRR trends. Monitor essential metrics from QuickBooks, Google Analytics 4, ProfitWell, and HubSpot CRM in one go. This Dashboard template is tailored for SaaS businesses focused on managing growth effectively.

Uses one-click integrations:

  • HubSpot CRM HubSpot CRM
  • QuickBooks QuickBooks
  • ProfitWell ProfitWell

If you don’t use HubSpot CRM, QuickBooks or ProfitWell, 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 SaaS Leadership Dashboard (Profitwell + QuickBooks) Dashboard Template:

Connect your Profitwell, QuickBooks, HubSpot CRM, GA4, and Mixpanel accounts and learn:

  • How to monitor your financial health? Easily oversee your financial status by monitoring the balances across your bank accounts. This approach allows for a detailed comparison of current figures against past data, offering a clear view of your financial trajectory.
  • How to better understand your profitability What is your gross profit margin? Find out how much money you made after accounting for the cost of doing business. And you can also compare it to previous periods to track company growth.
  • What can you learn from your key sales metrics? Discover the total number of deals closed/won, the average deals close amount, and the average close rate. This will also give you insights into the productivity of your sales team
  • Keep track of your marketing and product performance? Track and visually monitor your most important marketing and product metrics - sessions, signups, new subscriptions and more. Use this data to map out future growth opportunities for your marketing.

Pull additional data using our deep integration with Profitwell, QuickBooks, and HubSpot CRM

What else can you track and visualize with our robust integration with Profitwell, QuickBooks, and HubSpot? When it comes to your most important payment metrics, churn, etc, almost anything:

  • Paid Bills
  • Customer retention rate
  • Refunds
  • Unit Economics
  • Conversion rate

There are many, many different metrics and metric combinations you can track using Profitwell, QuickBooks, and HubSpot CRM. And in Databox, you can quickly visualize dozens of Profitwell, QuickBooks, and HubSpot CRM metrics & KPIs in a variety of ways, alongside all the important metrics from other data sources you’re using.

Read more about Databox’s Profitwell, QuickBooks, and HubSpot CRM integration.

Explore more QuickBooks dashboards, Mixpanel dashboards, and HubSpot CRM dashboards.

HubSpot CRM HubSpot CRM metrics included in this template
  • Avg. Deals Closed Won Amount
ProfitWell ProfitWell metrics included in this template
  • Churned Recurring Revenue

    Churned Recurring Revenue measures the revenue lost due to customers cancelling their subscriptions or not renewing. It helps track the impact of churn on your business.

  • New Recurring Revenue

    New Recurring Revenue measures the total revenue brought in by new subscriptions in a given period, excluding upgrades, downgrades, and churn.

  • Annual Recurring Revenue (ARR)

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Explore all of Databox’s functionalities:

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.

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