What is a QuickBooks Online Performance Dashboard?
Our QuickBooks Online Performance Dashboards are a visual representation of your clients' financial performance. These "dashboard templates" help track Profit and Loss-based KPIs, and help view trends over time with a customizable date selector. You can also dive into the breakdowns of those KPIs to help clients immediately understand where they are. This allows for more strategic and data-driven discussions (our favorite part!).
These plug-and-play dashboards allow you and your clients to check the health of their business at a glance in a very visually appealing way. The best part, everything is automatically updated so you can avoid doing any manual P&L report pulling or CSV downloading! Plus the client conversation goes from spending time on the "what" to the "why" the business performed the way it did and how can you help them strategically improve!
Test out a web-based QBO PerformanceDashboard below!
Who is it for?
This product is for anyone who uses QuickBooks Online but is especially great for consultant-type industries!
We partner with you, as the consultant or agency, create a dashboard with your brand colors, and have you use it for all of your clients!
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Bookkeepers
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CPAs
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CFOs
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Business Coaches
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Accountants
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Anyone who uses QuickBooks Online!
What are the key features?
The Quickbooks Online Dashboard has amazing benefits for both the consultant and their clients. See some of the advantages for yourself!
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Turns P&L statements into simple visuals
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Fully automated and works seamlessly with QuickBooks
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Helps clients understand their numbers and act on them quickly
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Consultants have a standardized view of all client data
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Client conversations become more clear, efficient, and productive instead of just talking about what the numbers were
Check out the QuickBooks Online Performance Dashboard below!
Team Up With Us!
We are looking for partners to help us get the word out! If you're a consultant or in the financial industry, we'd love to talk!
We want to work with the folks that handle the numbers (so there is good data) and help them enhance the strategic conversation with clients. Our QuickBooks Online Performance Dashboard saves manual effort, automatically integrates with QuickBooks Online, and gives so much great visual information right from the P&L statement.
We are so excited to get this affordable product out there and help small businesses!
Financial Dashboards: Why Work with Pineapple
Financials are our home base! Financial dashboards are our expertise, our experience, and most importantly our passion.
Pineapple was started as a company that could give small businesses access to their financials in an entirely new way - visualizing things like the profit and loss report. It's amazing how much difference a visual can make.
We want to help you and your clients grow your businesses. The best way we know how is to make financials a whole lot easier to understand and a whole lot easier to make decisions off of!
QBO Dashboard Options
Looking for a more customized option? Choose one of our financial dashboard plans and grow your business!