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.
This metric shows the total amount of overdue customer invoices categorized by their respective due dates.
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.
The Paid Invoices metric in QuickBooks tracks the total amount of money received from customers against the invoices that you have marked as paid.
The Unpaid Expenses (Bills) Amount by Vendor metric displays the total amount of outstanding bills owed to specific vendors in QuickBooks.
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.
Gross Profit (Accrual) is a financial metric that calculates the profit a company earns after deducting the cost of goods sold and adjusting for accrued expenses and revenue, regardless of whether or not the money has exchanged hands.
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.
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.