SaaS Leadership Dashboard Template (Profitwell + QuickBooks)

Uses one-click integrations:

Google Analytics 4
HubSpot CRM
QuickBooks
Mixpanel
ProfitWell

If you don’t use Google Analytics 4, HubSpot CRM, QuickBooks, Mixpanel or ProfitWell, 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 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.

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.

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Net New MRR
Net New MRR is a metric that measures the total amount of revenue generated from new customers minus the revenue lost from cancellations and downgrades.
New Recurring Revenue
New Recurring Revenue measures the total revenue brought in by new subscriptions in a given period, excluding upgrades, downgrades, and churn.
Upgraded Recurring Revenue
The Upgraded Recurring Revenue metric measures the additional revenue generated by existing customers through upgrades or expansions of their subscription plans.