A net worth chart would also be useful, comparing the value in the company overtime from a balance sheet perspective rather than just looking at profit.

Hello there, @cwmpartnership.

I appreciate the new information you've added some users will be able to use this as an additional workaround. I'll also be sending a suggestion on your behalf based on this interaction.

Please know that you're always welcome to post if you have any other concerns. Have a good one! 

One very useful change to the new Business Performance Dashboard would be if it could be available to analyse our own practice's accounts in.

At the moment we can produce beautiful graphs and stats for our clients QuickBooks files but, for those of us who manage our own accountancy practice accounts using QuickBooks Accountant, we can't actually produce the same report for our own business!

Thanks for sharing your insight on this cwmpartnership, we agree this feature should be accessible within the QuickBooks Accountant file and have passed your feedback onto our development team.

As you may have gathered, from my earlier posts, I am using this quite a lot now particularly for our larger clients and have another improvement request please.

Currently it reports on the most recent 12 months only but, importantly, those dates cannot be varied so, when finalising interims to 30 September today (8 November) I have produced the report but it is also presenting October and the first 8 days of November which I don't want or need.

Can you please incorporate the option of selecting the period to be reported on, just from/to month-year options.

Hi cwmpartnership

Thank you for your suggestions, we will submit a product enhancement request.

Hey BWJo, 

Thanks for sharing you feedback, we're happy to hear you are finding the new dashboard tool useful and have passed your feedback on the comma number format to our developers :) 

Hello! I have been reaching out to support as to why I cannot access this Business Performance Dashboard which would be a HUGE help with the KPI reports we produce in Excel. Both people I spoke with and shared my screen with were unable to answer why I cannot see this. First one basically threw there hands in the air because they couldn't figure out why the second one said I don't have it yet, it's coming soon and to keep an eye out for it. I'm not confident in the answer when I'm finding posts where others are able to view it.

Any suggestions on how I can access this? Or where I can go for additional support?