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Free QuickBooks Online (QBO) Revenue Dashboard

Get a visual representation of your org's financial performance by consolidating key revenue metrics and presenting them in an easy-to-understand format in clicks.

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QBO revenue dashboard
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Free QuickBooks Online Template for Revenue Dashboard

What is a Revenue Dashboard Report?

A revenue dashboard report is a powerful visual tool that provides a comprehensive overview of your company’s financial performance. It consolidates key revenue metrics and presents them in an easy-to-understand format, allowing business leaders to make data-driven decisions quickly. With Coefficient’s QuickBooks Online (QBO) Revenue Dashboard template, you can effortlessly track, analyze, and visualize your company’s financial health in real-time.

Benefits of using QuickBooks Online Revenue Dashboard Template

  1. Real-time data synchronization: Our template connects directly to your QuickBooks Online account, ensuring that your revenue dashboard always reflects the most up-to-date financial information.
  2. Comprehensive financial overview: Gain instant insights into your company’s financial health with a wide range of key performance indicators (KPIs) displayed in one centralized dashboard.
  3. Time-saving automation: Eliminate manual data entry and reduce the risk of errors by automating your revenue reporting process.
  4. Customizable visualizations: Tailor the dashboard to your specific needs with easy-to-use charts, graphs, and tables that make complex financial data easy to understand at a glance.
  5. Improved decision-making: With access to real-time revenue data, you can make informed business decisions faster and more confidently.

Metrics Tracked in the Report

Our QuickBooks Online Revenue Dashboard template tracks the following essential metrics:

  1. Annual Recurring Revenue (ARR)
  2. Annual Run Rate Revenue (ARRR)
  3. Average Revenue Per User (ARPU)
  4. Average Contract Value (ACV)
  5. Bookings
  6. Customer Acquisition Cost (CAC)
  7. Total Contract Value
  8. Churn
  9. Customer Lifetime Value (LTV, CLTV, or CLV)
  10. Customer Retention Rate
  11. Monthly Recurring Revenue (MRR)
  12. MRR Churn
  13. Customer Renewal Rate
  14. Revenue Backlog
  15. Revenue Churn

More Metrics to Track and Analyze on Google Sheets

With Coefficient’s QuickBooks integration, you can pull additional financial data into your Google Sheets, such as:

  • Transaction lists by customer, vendor, or date
  • Balance sheet details
  • Cash flow statements
  • Profit and loss reports

These metrics provide a comprehensive view of your financial performance, allowing for deeper analysis and more informed decision-making.

Try our free QuickBooks Online Revenue Dashboard template today and transform the way you monitor and analyze your company’s financial performance.

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