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QuickBooks + HubSpot CRM: Financial Performance

Revenue River

by Revenue River

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

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QuickBooks + HubSpot CRM: Financial Performance

Used one-click connectors:

HubSpot CRM
QuickBooks

If you don’t use HubSpot CRM or QuickBooks, we can pull data from 50+ cloud data sources. And you can push your own data too (API Docs).

Are you on a path to success?

Which customers are abusing your payment terms?
What is your short term cash flow?
What is the health of your pipeline?

Key Metrics

Income, Gross Profit Margin, Total Expenses
Pipeline Revenue, Closed Lost Amount
Open Invoice Amount, Paid Invoice Amount
Open Invoices by Client

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