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SaaS Leadership Dashboard Template (Profitwell + QuickBooks)

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:

  • Google Analytics 4 Google Analytics 4
  • HubSpot CRM HubSpot CRM
  • QuickBooks QuickBooks
  • Mixpanel Mixpanel
  • ProfitWell 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.

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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.

Google Analytics 4 Google Analytics 4 metrics included in this template
HubSpot CRM HubSpot CRM metrics included in this template
  • Deals Created

    Deals Created is a sales metric in HubSpot CRM that measures the total number of new deals created within a specified time period. It helps teams track their sales performance and evaluate the effectiveness of their sales strategies.

  • Deals Closed Won

    Deals Closed Won is the total number of sales deals that have been successfully closed and won within a given time period, indicating the effectiveness of the sales team in converting potential customers into paying customers.

QuickBooks QuickBooks metrics included in this template
  • 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.

Mixpanel Mixpanel metrics included in this template
  • Signup to Paid Conversion R. (Mixpanel + PW)
ProfitWell ProfitWell metrics included in this template
  • New Customers

    New Customers metric measures the number of new users who signed up for your product or service within a given time period. It helps you track the growth of your customer base and evaluate the effectiveness of your marketing and acquisition efforts.

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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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