We gave you your first look and details at the new dashboards for QuickBooks Online Advanced back in November in our feature titled Intuit Bolsters QuickBooks Online Advanced for Mid-Market Businesses, and then during our November QB Talks 'QuickBooks Quarterly Update'. Last Wednesday's QB Talks featured a segment in which Liz (Scott) demonstrated the QBO-Advanced Revenue-streams and Cash-flow Dashboard Reports.
With the Revenue Streams Dashboard report you can quickly visualize revenue trends to see where you are bringing in the most, allowing you to identify patterns and opportunities. A number of customization options including accrual versus cash, defined fiscal year, date range, and other key variables, you can create the dashboard that focuses on the revenue streams you care about most.
Source: Adapted from Intuit supplied content
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Just in time for 2020, and the great emphasis on cash-flow, QBO-Advanced introduces the new Cash-flows Dashboard report. With this dashboard you can view and compare cash-flow across the categories and time frame you select so you can see what’s driving changes to your cash-flow from the Operating Activities, Investing Activities and Finance Activities of your business. You will be able to quickly identify patterns of cash-flow concerns through trend lines on depicted graphs giving you the immediate ability to drill-down into the specific information you need for further analysis.
Adapted from Intuit supplied content.
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With this new Cash-flow Dashboard you will stay on-top of the critical cash-flow aspects of your business because:
- This new dashboard provides direct visibility into your company's cash-flow for any time-period you choose.
- It let's you drill-down to the level of detail you need to identify cash-flow issues with the click of your mouse.
- Easily compare cash-flow trends across different time periods or operating aspects of your company.
- Establish baseline indicators and then set alert notifications for cash-flow deviations outside your established parameters.
But Revenue Streams and Cash-flow are not the only Dashboards on the minds of the QuickBooks Online Advanced team. In the weeks and months to come, you can expect to see several new dashboards roll-out for QBO-Advanced. The future will bring with it a fully customizable dashboard that will allow you to slice-and-dice your data so that you can easily see the key-performance-indicators (KPIs) that matter most to you and your clients.
So, stay tuned to Insightful Accountant for a feature article on these 'Dashboard Developments' because we will be certain to bring you the details when these new dashboards become available either in limited (Beta) or full release.