Uses one-click integrations:
-
HubSpot CRM
-
QuickBooks
-
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.
Get this dashboard for freeWhat 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 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.
- Avg. Deals Closed Won Amount
QuickBooks metrics included in this template
-
Net Cash Increase
Net Cash Increase is a financial metric that demonstrates the amount by which cash and cash equivalents have increased during a given period. It is calculated by subtracting the cash outflows from the cash inflows.
ProfitWell metrics included in this template
- Annual Recurring Revenue (ARR)
