Quickbooks Dashboard Template

Template created by Databox Databox
This free, well-designed dashboard template provides you with full insights into your business’ cash flow, bank accounts, sales and expenses entered in Quickbooks.

Uses one-click integrations:

  • QuickBooks QuickBooks

If you don’t use QuickBooks, you can pull data from any of our 70+ one-click, native integrations or from spreadsheets, databases and other APIs.

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What you’ll learn from this Quickbooks Dashboard template

Use this dashboard template to effectively track your company’s financial transactions. Keep track of your debits and credits at a glance and ensure you’re in line to meet and exceed your goals for the quarter. By connecting your Quickbooks account, you’ll learn:

  • How much income did my business generate last month? View the amount of money your company generated from selling its products and services along with costs incurred. Also, see how much in total profits your business made after deducting all expenses in a year.
  • How do we measure the financial health of our business? Track your business’ sales and expenses within a specified period of time. Monitor key KPIs that matter to the financial health of your business, such as income, gross profit, expenses, net operating income, and so on.
  • How do we track credit card purchases? Track all expenses and payments incurred from your bank and credit card accounts. View your bank and credit card accounts and balance anytime, anywhere.
  • How do we track open and unpaid invoices? Keep track of all open and overdue invoices and payments to be paid by your clients. See how much exactly your business is expected to receive and figure out ways/incentives to get the payments sorted.
  • How do we track our business expenses? See how much it cost to run your business in a month. Track what items and activities make up your business expenses (in percentage).
  • How do we report on expenditures to vendors? Track how much you’ve spent on each vendor and how much profit you can expect to make after deducting these expenses. Identify which vendors cost you the most and the least in a given month.

Pull additional data using our robust integration with Quickbooks.

What other campaign metrics can you track and visualize with our integration with Quickbooks? Almost anything:

  • Cash flow forecast
  • Customer balance
  • Income & Sales by customer
  • Purchases by vendors
  • Inventory valuation
  • Budget & forecasting

In Databox there are dozens of Quickbooks metrics already built and ready for you to visualize in a variety of different ways. With the use of Query Builder and Data Calculations, the range of different metrics and metric combinations you can track from Quickbooks widens.

Read more about Quickbooks integration.

QuickBooks QuickBooks metrics included in this template
  • Gross Profit Margin

  • Balance by Bank Accounts & Credit Cards

    Total Balance Amount of Bank Accounts and Credit Cards tracked in the 'Bank Accounts' and 'Credit Cards' subsections of the Balance Sheet Report in QuickBooks, split up by the Bank Account or Credit Card Name. In order to use this Metric, you must have a 'Bank Accounts' section and/ or a 'Credit Cards' section in your Balance Sheet Report. All Bank Accounts and Credit Cards must be added to the appropriate section. Daily totals are not available for this metric. Instead, the total current value of this metric will be visualized cumulatively. No historical data is available from the initial connection.

  • Gross Profit

    Gross Profit during the specified Date Range.

  • Net Income

    Net Income during the specified Date Range.

  • Net Operating Income

    Net Operating Income during the specified Date Range.

  • Open invoices by Customer

    Total Open Invoices during the specified Date Range split up by Customer. Daily totals are not available for this metric. Instead, the total current value of this metric will be visualized cumulatively. No historical data is available from the initial connection.

  • Open Invoices Amount by Customer

    Total Open Invoices Amount during the specified Date Range split up by Customer. Daily totals are not available for this metric. Instead, the total current value of this metric will be visualized cumulatively. No historical data is available from the initial connection.

  • Overdue Invoices Amount by Customer

    Total Overdue Invoices Amount during the specified Date Range split up by Customer. Daily totals are not available for this metric. Instead, the total current value of this metric will be visualized cumulatively. No historical data is available from the initial connection.

  • Paid Expenses

    Paid Expenses during the specified Date Range.

  • Paid Expenses by Category

    Paid Expenses during the specified Date Range split up by Category.

  • Paid Expenses by Vendor

    Paid Expenses during the specified Date Range split up by Vendor.

  • Paid Invoices Amount

    Paid Invoices Amount during the specified Date Range.

  • Total Expenses

    Total Expenses during the specified Date Range.

  • Income

    Income during the specified Date Range.

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Customize this dashboard with Databox

Sometimes, you’ll want to dive deeper into performance. When you need to customize this template (or any other dashboard) to include different metrics, add metrics from different sources, etc., you can do so by using Databox’s Dashboard Designer.

The Designer allows you to easily drag-and-drop metrics and visualizations from any data source right into your dashboard.

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