DASHBOARD EXAMPLES /
QuickBooks

Must-Have QuickBooks Dashboard Examples and Templates

All QuickBooks dashboard templates come pre-built with some of the most commonly tracked QuickBooks metrics from the most popular tools. You can customize your templates at any time.

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QuickBooks templates

Track some of the most common QuickBooks metrics and KPIs and analyze your performance with just a few clicks.
Dashboard example

E-commerce Financial Dashboard (BigCommerce + QuickBooks)

Optimize your e-commerce strategy with our BigCommerce + QB dashboard. Track Sales Funnel, Performance, Profit & Loss, and Cash Flow metrics including Revenue, Orders, Gross Profit Margin, Expenses and Sessions data for actionable insights.

Dashboard example

SaaS Financial Dashboard (Profitwell + QuickBooks + HubSpot)

Lead with confidence using our "SaaS Leadership Dashboard" powered by ProfitWell and QuickBooks. Get real-time insights into financial and operational metrics for informed decision-making. Elevate your SaaS business effortlessly.

Dashboard example

SaaS Financial Dashboard (Stripe + QuickBooks + HubSpot)

Lead with confidence using our "SaaS Leadership Dashboard" powered by Stripe and QuickBooks. Get real-time insights into financial and operational metrics for informed decision-making. Elevate your SaaS business effortlessly.

Dashboard example

E-commerce Financial Dashboard (WooCommerce + QuickBooks)

Optimize e-commerce with our WooCommerce + QuickBooks dasboad. Monitor Sales Funnel, Performance, Profit & Loss, Revenue, Expenses and Cash Flow metrics for actionable insights

Dashboard example

QuickBooks Profit & Loss (P&L)

Dashboard example

QuickBooks Balance Sheet Overview

The QuickBooks Balance Sheet Overview dashboard provides a real-time snapshot of assets, liabilities, and equity. It includes key financial metrics like liquidity, efficiency, solvency. Ideal for monitoring financial stability and performance.

Dashboard example

E-commerce Financial Dashboard (Shopify + QuickBooks)

Empower your e-commerce leadership with Databox's integrated Shopify, QuickBooks, and Google Analytics 4 dashboard. Gain insights into Sales Funnel, Performance, Profit & Loss, and Cash Flow metrics, including Gross Sales, Orders, Revenue, Expenses,

Dashboard example

SaaS Financial Dashboard (ChartMogul + QuickBooks + HubSpot)

Lead with confidence using our "SaaS Leadership Dashboard" powered by ChartMogul and QuickBooks. Get real-time insights into financial and operational metrics for informed decision-making. Elevate your SaaS business effortlessly.

Dashboard example

QuickBooks + HubSpot CRM: Financial Performance

This dashboard helps to keep high-level tabs on your overall financial health, and quickly identify points of friction slowing your success.

Dashboard example

QuickBooks Cash Flow Overview

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.

Dashboard example

Quickbooks Income & Expenses Cash Overview

Quickbooks dashboard template provides you with insights about cash flow, bank accounts, sales and expenses enterred in Quickbooks to stay on top of your business.

Dashboard example

QuickBooks Financials Overview

Get a financial snapshot with our "Financial Overview Dashboard." Tailored for decision-makers, it offers real-time insights into revenue, expenses, and profitability. Drive financial success effortlessly.

What Is a QuickBooks Dashboard?

A QuickBooks dashboard allows you to pull and visualize data so you can see at-a-glance the health of your business. It also provides you with insights that enable you to take action on an account or invoice. A QuickBooks dashboard is a great way to monitor your key metrics that ensure your business’s overall financial health.

What Should Be Included in a QuickBooks Dashboard?

A QuickBooks dashboard should contain all your most relevant KPIs and metrics that will provide you with deeper insights into your business financials within certain time periods. Metrics like Overdue Invoices, Balance Due per Customer, Average Invoice amount per Customer and more will help you track the financial health and growth of your business.

How to Create a QuickBooks Dashboard

With our dashboard design wizard, building a dashboard in Databox is as simple as connecting a data source, choosing the metrics you need from our Metrics Library, and waiting for your data to populate -- which only takes a few seconds. No coding and design skills are required.

Create a new dashboard using our Designer tool

Create a new dashboard using our Designer tool
Create a new dashboard using our Designer tool

Name your dashboard

Name your dashboard
Name your dashboard

Select a data source

Select a data source
Select a data source

Drag-and-drop pre-built metrics from that source to your dashboard

Drag-and-drop pre-built metrics from that source to your dashboard or drag a blank visualization first and select the metric you’d like to associate with it.
Drag-and-drop pre-built metrics from that source to your dashboard

Customize each metric block

Customize each metric block by date range, comparisons, goals, and more.
Customize each metric block
no-code designer

Visualize your performance

Just drag and drop the metrics you want to visualize, then toggle between visualizations or compare performance to other timelines in a few clicks.
Designer screen

  • Drag & drop your metrics

  • No-code editor

    No-code editor

  • Fully customizable

    Fully customizable

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More Dashboard Examples and Templates

Explore all the different ways you can use Databox to gain better data insights needed to drive better business decisions. Discover our pre-built templates from various integrations that businesses use on a daily basis to improve performance.

Google Analytics 4
HubSpot Marketing
HubSpot CRM
HubSpot Service
Facebook Ads
Facebook Pages
Google Ads
Instagram Business
Google Search Console
LinkedIn Company Pages
X (Twitter)
Shopify
YouTube
Google Business Profile
Mailchimp
LinkedIn Ads
Stripe
ActiveCampaign
QuickBooks
SEMrush
Pipedrive CRM
Xero
WooCommerce
GitHub
Harvest
Klaviyo
CallRail
Microsoft Advertising
Intercom
Mixpanel
Google AdSense
AccuRanker
Google Play
X (Twitter) Ads
TikTok Ads
PayPal
Eventbrite
Help Scout Mailbox
Moz
Vimeo
Wistia
Jira
Bitbucket
SharpSpring
Drift
Google AdMob
Adobe Analytics
SendGrid
ProfitWell
Outreach
Campaign Monitor
Marketo
StackAdapt
Infusionsoft by Keap
SurveyMonkey
Copper
Pardot
Help Scout Docs
Vimeo OTT
Appfigures
Freshdesk
FreshBooks
ChartMogul
BigCommerce
Ahrefs

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