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:
This report gives a snapshot of financial results using QuickBooks data on income, expenses, cash flow, balance sheet, and overall financials, supporting informed financial decisions.
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.
Open Invoices is a metric that tracks the total amount of unpaid customer invoices that are outstanding in a QuickBooks account. It helps businesses easily monitor their accounts receivable and ensure timely payment collection.
The Open invoices by Customer metric shows the total amount of unpaid invoices for each customer, providing insight into accounts receivable and cash flow.
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.
The Unpaid Expenses (Bills) Amount metric in QuickBooks measures the total amount of unpaid bills for goods or services received that still need to be paid. It is an important indicator of a company's short-term financial obligations and cash flow management.
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 Unpaid Expenses (Bills) by Vendor metric provides a snapshot of the outstanding bills owed to each vendor. This helps track payment obligations and ensure timely vendor payments.
The Cost of Goods Sold (Accrual) by Subcategory metric tracks the total cost of producing or purchasing the goods sold in each subcategory during a specific period.
The Income (Cash) by Subcategory metric shows the total cash received by subcategories of income, allowing you to understand the sources of your revenue.