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.

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Used one-click connectors:

  • HubSpot CRM HubSpot CRM
  • QuickBooks 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