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KPI Scorecard glossary

by Intuit• Updated 1 week ago

Learn about the different key performance indicators (KPIs) available in the KPI Scorecard. You can use the KPI Scorecard with a QuickBooks Online Advanced subscription. The number of KPIs you have access to depends on your plan.

The KPI Scorecard empowers you to monitor critical KPIs in real-time. It provides a complete overview of financial health and performance. This article details various KPI metrics available in the KPI library to use when building your scorecard.

KPI glossary

Note: This list is not exhaustive of every KPI metric available in the KPI library.

Type	KPI	Description
Growth	Revenue	The total amount of money received by the company for goods sold or services provided during a specific period.
Growth	Cost of Goods Sold (COGS)	The direct costs attributable to the production of the goods sold by a company. This includes the cost of materials, goods or services.
Growth	Total expenses	The sum of all costs incurred by a company to generate revenue, including COGS, operating expenses, interest, and taxes.
Profitability	Gross profit	Revenue minus the Cost of Goods Sold. It represents the profit a company makes after deducting the costs directly associated with producing its goods or services.
Profitability	Gross profit margin	Gross Profit expressed as a percentage of Revenue. It indicates the profitability of a company's core operations before considering operating expenses. Calculated as: (Gross Profit / Revenue) * 100%.
Profitability	Net profit	The profit remaining after all expenses, including taxes and interest, have been deducted from revenue. It represents the company's bottom-line profitability.
Profitability	Net profit margin	Net Profit expressed as a percentage of Revenue. It indicates the overall profitability of the company after considering all costs. Calculated as: (Net Profit / Revenue) * 100%.
Profitability	Operating expense	Costs incurred in the normal course of business operations, excluding the Cost of Goods Sold. These include administrative, marketing, and research and development expenses.
Profitability	Net operating income	Revenue minus the Cost of Goods Sold and Operating Expenses. It represents the profit generated from the company's core operations before considering interest and taxes.
Profitability	Operating margin	Net Operating Income expressed as a percentage of Revenue. It indicates the profitability of a company's core operations relative to its revenue. Calculated as: (Net Operating Income / Revenue) * 100%.
Cash flow	Cash flow margin	This checks how much of the money you make from sales actually turns into cash. It shows how good you are at making money available. Calculated as (Net Cash Flow / Net Sales) * 100
Cash flow	Operating cash flow	The total cash your business generates from its regular operations. This tells you if your day-to-day activities are profitable in cash terms. Calculated as Net Income + Non-Cash Expenses - Changes in Working Capital
Sales > Growth	Net sales	All the money you’ve made from selling products or services, minus any refunds, discounts, or returns.
Sales > Growth	Number of active customers	How many customers have bought something or interacted with your business recently.
Sales > Growth	Number of new customers	Tracks how many people became new customers within a certain period.
Sales > Growth	Number of contacts	How many people (customers, leads, partners) you have in the system.
Sales > Growth	Average revenue per customer	The Average amount of revenue per customer.