6 QuickBooks metrics every small business needs to track on their accounting dashboard

Jonathan Taylor
Jonathan Taylor

Published February 8th, 2016, updated April 28th, 2022

6 Quickbooks Online Metrics Every Small Business Needs

Summary - An accounting dashboard can make insights easier to communicate, transforming you from just the numbers person to a business superhero.

As an accountant, you have your fingers on the financial pulse of the business, which is why you use QuickBooks. That’s why others rely on you to share insights on the company’s historical trends, present state and future financial trajectory. An accounting dashboard can make your insight a whole lot easier to communicate, transforming you from just the numbers person to a business superhero.

QuickBooks small business accounting dashboard example

One reason why many small businesses fail after only a few years is because owners use “gut feelings” when making important decisions. But when you connect your accounting data to an interactive dashboard, you’ll give your team insight on all aspects of the business: revenue, sales, expenses, historical trends and more. If you let your business reach the next phase of growth armed with a financial dashboard, your team will never have to make decisions in the dark again.

Quickbooks Dashboard Example

6 QuickBooks metrics for small businesses

Small business owners need to efficiently move down a path of entrepreneurial growth. Define your organization's KPIs and use your dashboard to track real-time metrics on the financial well-being of your business. Here are some pre-built QuickBooks Klips that just waiting for you to add to your dashboard.



Sales by product

Make sure your products are profitable by monitoring each of their sales metrics. See a ranked list and compare your best-selling products.

Add Klip
Quickbooks Dashboard Sales by Product

Income and Expenses

Bring your key accounting puzzle pieces - Income, Expenses, and Profit - together to help you make actionable decisions. Choose the time period of your choice from the drop-down menu, and compare to the previous period.

Add Klip
Quickbooks Dashboard Income and Expenses


Ensure the financial health of your business is in tip-top shape with this simple, real-time report on revenue for the time period of your choice.

Add Klip
Quickbooks Dashboard Revenue

Customer Balance Summary

Cash-flow can make or break a venture. Use this simple table to see which customers are current (in green) and which ones are overdue (in red).

Add Klip
Quickbooks Dashboard Customer Balance Summary

Top 10 customers by Income

Gain a steady flow of profitable clients by monitoring your top 10 income-earning customers during the time period of your choice.

Add Klip
Quickbooks Dashboard Top Customers by Income

Vendor Expenses

Monitor your vendor expenses on an ongoing basis. Delve into individual vendor expenses and see the sum total.

Add Klip
Quickbooks Dashboard Vendor Expenses

And that’s not all

Klipfolio integrates with many popular online financial and small business services, including additional QuickBooks visualizations! Check out our Integrations Page for more details.

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