Displays current balances from linked bank and credit card accounts in QuickBooks, providing a complete snapshot of your financial position.
With Databox you can track all your metrics from various data sources in one place.
Used to show comparisons between values.
Databox is a business analytics software that allows you to track and visualize your most important metrics from any data source in one centralized platform.
To track Balance by Bank Accounts & Credit Cards (Cash) using Databox, follow these steps:
Quickbooks dashboard template provides you with insights about cash flow, bank accounts, sales and expenses enterred in Quickbooks to stay on top of your business.
In order for a Bank Account from Quickbooks to be visible in metrics in Databox, the Bank Account must be visible in the Balance Sheet report in Quickbooks under the Assets > Current Assets > Bank Accounts tree.
This metric shows the total amount of unpaid invoices that are past their due date for each customer in QuickBooks.
This metric shows the total amount of overdue customer invoices categorized by their respective due dates.
Cost of Goods Sold (Cash) is a financial metric that calculates the direct costs incurred in producing goods or services sold during a specific period, reflecting the cash outflows related to inventory, manufacturing, and raw materials.
This metric tracks the total amount of accrued expenses categorized by subcategories other than the main expense categories in QuickBooks.
Other Income (Cash) is a financial metric in QuickBooks that represents the money earned from sources other than the primary business operations, such as interest income, rental income, or gains from the sale of assets.
Net Operating Income (Accrual) is a measure of a company's profitability that subtracts operating expenses from operating revenues in a specific time period, regardless of when the cash is received or paid out.
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.
Gross Profit Growth (Cash) measures the change in cash-based gross profit from one period to the next. It is found by subtracting the cost of goods sold (COGS) from total revenue and then comparing this figure between two periods.