Resources / Template Gallery / ECommerce
Share template LinkedIn Facebook Twitter

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.

Get your dashboard for free

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

Related dashboard templates

back to overview
  • Google Analytics (Ecommerce overview)
    Google Analytics (Ecommerce overview)

    Google Analytics dashboard template which will give you insights about your Transactions and Revenue, conversion rates and more.

    Google Analytics
  • Shopify
    Shopify

    Shopify dashboard template which will give you insights and a complete control over your Shopify store.

    Shopify
  • Facebook Ads Purchase & Leads Breakdown
    Facebook Ads Purchase & Leads Breakdown

    With this databoard, you can get a live overview of your Facebook Advertising campaigns. Track purchases and leads while getting a clean overview of generic metric across the entire account.

    Facebook Ads
  • Audience Building & Brand Awareness
    Audience Building & Brand Awareness

    This databoard shows you the KPI's needed to accurately understand the cost of a website click campaign. Use it to make sure money spent is turning into money earned through your FB Ad campaigns.

    Facebook Ads