QuickBooksHelpIntuitKPI Scorecard glossary
by Intuit• Updated about 22 hours ago
Learn about the different key performance indicators (KPIs) available in the KPI Scorecard. You can use the KPI Scorecard with a QuickBooks Online Essentials, QuickBooks Online Plus, and 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 Sales (COS) | The direct costs attributable to the production of the sales by a company. This includes the cost of materials, goods or services. |
| Growth | Number of Invoices | Number of sales or service invoices that have been issued during a specific period. |
| Growth | Value of Invoices | Total value sales or service invoices that have been issued during a specific period. |
| Growth | Total Expenses | The sum of all costs incurred by a company to generate revenue, including COS, operating expenses, interest, and taxes. |
| Growth | Other Expense | The sum of other expenses. |
| 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 | Operating expense ratio | The operating expense ratio measures operating expenses as a percentage of total revenue, indicating how efficiently a business manages its operating costs. |
| Profitability | Expense as % of Revenue | Expense as a percentage of revenue shows the portion of total revenue consumed by expenses, helping assess cost efficiency and profitability. |
| Profitability | Total Revenue | Total income generated from the sale of goods or services before deducting any expenses, costs, or taxes. |
| 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 | 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 | Net sales | All the money you’ve made from selling products or services, minus any refunds, discounts, or returns. |
| Sales > Growth | Average revenue per customer | The Average amount of revenue per customer. |