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.
Total Expenses (Accrual) metric represents the total expenses recorded by a company during a specific period, including incurred expenses that have not yet been paid. It is an important measure of a company's profitability and financial health.
The Open Balance by Vendor metric shows the total amount of unpaid invoices and bills for each vendor, which is essential for managing accounts payable and maintaining positive vendor relationships.
The Paid Sales Receipts Amount metric refers to the total amount of sales receipts that have been marked as paid in QuickBooks, indicating how much revenue has already been collected.
The Cost of Goods Sold (Accrual) metric represents the direct costs incurred in producing goods or services sold during a specific period.
Other Expenses (Cash) by Category metric categorizes and tracks all cash outflows not included in other expense categories. It helps analyze and monitor miscellaneous expenses incurred by the business.
Revenue Growth (Accrual) shows how much a company's cash revenue has gone up or down over time. It's found by looking at the difference in revenue between two periods.
The Amount by Product metric refers to the total amount of revenue generated by each product sold in your business. It helps you identify your best-performing products and make data-driven decisions to optimize your sales strategy.
COGS (Accrual) by Product calculates the total cost of goods sold (COGS) for each product sold by a business. This metric helps to analyze profitability and optimize pricing strategies.