QuickBooks + HubSpot CRM: Financial Performance

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

QuickBooks + HubSpot CRM: Financial Performance

Uses one-click integrations:

HubSpot CRM
QuickBooks

If you don’t use HubSpot CRM or 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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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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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.

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