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:
The 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.
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 Income (Accrual) by Subcategory metric shows a breakdown of the revenue earned by each subcategory in a business, based on the accrual accounting method.
Gross Profit Margin (Cash) is a financial metric that measures how much money a company is earning from its sales after accounting for the cost of goods sold, taking into account cash transactions.
Assets in QuickBooks refer to the resources that a company owns and can use to generate revenue. These include cash, accounts receivable, inventory, and property. Assets are important because they show a company's financial strength and ability to generate income.
Net cash provided by Operating activities reflects the cash generated or used by an organization's core operations during a specific time period, excluding any financing or investing activities.
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.
Fixed Assets (Accrual) tracks long-term asset purchases and depreciation on an accrual basis, recording costs when incurred for a full view of asset investments in QuickBooks.
This metric shows the net cash used or received from investing activities like buying or selling assets, helping a business assess its investment performance in QuickBooks.