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SaaS Leadership Dashboard Template (Stripe + QuickBooks + HubSpot CRM)

Template created by Databox Databox
Stay on top of your SaaS financial performance with the SaaS Leadership (Stripe + QuickBooks) dashboard template. This interactive dashboard is the perfect fit for CEOs and business owners. It displays key SaaS financial metrics from Stripe, QuickBooks, Google Analytics 4, and HubSpot CRM, such as Revenue Trends, ARR, MRR, Churn... and more, enabling you to monitor performance, analyze data, and make informed decisions about your financial strategy.

Uses one-click integrations:

  • Google Analytics 4 Google Analytics 4
  • HubSpot CRM HubSpot CRM
  • Stripe Stripe
  • QuickBooks QuickBooks
  • Mixpanel Mixpanel

If you don’t use Google Analytics 4, HubSpot CRM, Stripe, QuickBooks or Mixpanel, 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 (Stripe + QuickBooks + HubSpot CRM) Dashboard Template:

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

  • How to track a bank balance? Track your bank balance by bank accounts to get in-depth insight into the current values in comparison to previous periods.
  • What is your gross profit margin? Query the essence of your profitability by examining your gross profit margin. This measurement reveals the profit earned after deducting the costs associated with your business operations. By analyzing this over different periods, you gain valuable insights into your business's growth patterns.
  • What can I learn from my key sales metrics? Uncover the effectiveness of your sales efforts by evaluating key sales metrics. This includes the total number of successful transactions, the average value of deals secured, and the conversion rate. Such analysis is pivotal in assessing the efficiency of your sales force.
  • Keep track of your marketing and product performance?Maintain a vigilant eye on the pivotal metrics that define the success of your marketing and product initiatives. By tracking sessions, signups, new subscriptions, and other vital data points, you can strategize on amplifying your market presence and fostering future growth.

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

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

  • Gross and Net profit
  • Customer retention rate
  • Paid Invoice Amount
  • Cash flow
  • Deals Won by Pipeline

There are many, many different metrics and metric combinations you can track using Stripe, QuickBooks, and HubSpot CRM. And in Databox, you can quickly visualize dozens of Stripe, 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 Stripe, QuickBooks, and HubSpot CRM integration.

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

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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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