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:
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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.
The Overdue Invoices by Due Date metric displays the total amount of unpaid invoices as of their respective due dates, helping businesses stay on top of outstanding payments and maintain financial stability.
The Total Expenses (Cash) by Subcategory metric calculates the sum of all cash expenditures within each subcategory, providing a breakdown of how expenses are allocated across different expense types.
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.
Other Expenses (Accrual) is a financial metric that represents the sum of all non-operating expenses incurred by a business but not directly related to its core operations, such as interest expense, taxes, or litigation costs.
The Other Income (Accrual) by Category metric tracks the earnings from non-primary business activities, categorized for easy analysis and accounting.
Gross Profit Margin (Accrual) is a metric that shows the amount of revenue left over after deducting the direct cost of goods sold, and it's calculated by dividing the gross profit by total revenue.
Liabilities are financial obligations or debts owed by a business to creditors, suppliers, or other entities. It includes short-term, long-term, and contingent liabilities and is a measure of a company's financial obligations that must be paid in the future.
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.