QuickBooks
Balance (Cash) The Balance metric refers to the difference between the total assets and total liabilities of a company at a given point in time. It indicates the financial position of the company and its ability to meet its financial obligations.
With Databox you can track all your metrics from various data sources in one place.
Used to show a simple Metric or to draw attention to one key number.
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 (Cash) using Databox, follow these steps:
Goals
Scorecards
Metric Digest
Metric Builder
Data Calculations
Performance ScreenThe QuickBooks Cash Flow Overview dashboard provides a snapshot of net cash flow, bank balance, open and overdue invoices, and cash flow from operating, financing, and investing activities. It helps track financial health and cash movements.
Stay on top of your company’s financial health with real-time P&L, balance sheet, and cash flow insights from QuickBooks. Built for business leaders, finance teams, and stakeholders to support smarter planning and decision-making.
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.
QuickBooks
The Paid Invoices Amount by Customer metric shows the total amount paid by each customer for the selected time period in QuickBooks. It helps track customer payments, inform future invoicing, and enables business owners to judge customer value.
QuickBooks
The Paid Bills metric in QuickBooks tracks the total amount of bills that have been paid within a specified time period, allowing businesses to monitor their expenses and cash flow.
QuickBooks
The Income (Accrual) by Category metric shows the total amount of revenue earned in a given period, categorized by various income sources such as sales, services, or fees. This metric uses accrual accounting, which records revenue when it's earned, regardless of when payment is actually received.
QuickBooks
Current Assets refer to the resources that are likely to be turned into cash in only one year or less. Examples include cash, inventory, accounts receivable, and prepaid expenses. It is a critical metric for evaluating a company's liquidity and ability to meet short-term obligations.
QuickBooks
This metric categorizes accrual-based current assets—like receivables and prepaid expenses—into groups, giving a clear view of short-term asset allocation in QuickBooks.
QuickBooks
The Average Sales by Product metric displays the mean selling price for each product in the Product Service Summary report of QuickBooks, facilitating clear and direct pricing insights.
QuickBooks
Equity (Cash) represents the cash part of owners' equity—combining contributions, retained earnings, and inflows less distributions—to gauge liquidity in QuickBooks.
QuickBooks
This metric categorizes cash outflows for long-term debt repayments in QuickBooks, allowing businesses to track and manage payments by distinct liability types.
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Modern BI for teams that needs answers now
Databox Inc.
HQ: Boston, MA, USA
Modern BI for teams that needs answers now
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