SaaS Financial Dashboard (Stripe + QuickBooks + HubSpot)

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

Uses one-click integrations:

HubSpot CRM
Stripe
QuickBooks

If you don’t use HubSpot CRM, Stripe or QuickBooks, 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 (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.

MRR
MRR (Monthly Recurring Revenue) is a metric that shows the predictable monthly revenue generated by a subscription-based business model. It includes all recurring charges and allows businesses to monitor customer retention and growth.

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.
Total Expenses (Cash)
Total Expenses (Cash) measures the amount of cash spent by a business during a specific period on all expenses including operating, administrative, and non-operating expenses.