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It's nice to see you here today, @txspeechtherapy. It looks like you're looking for a tracker to your business performance based on your concern. With this, I'll provide the options to help you achieve your goal.
Yes, we have a feature called Performance Center that'll help you track your business success metrics within QuickBooks Online (QBO). It is available to admin users in the Advanced version. You can access it through the Reports menu. For more information, check out this article: Creating Custom Charts To Track Your Business Performance.
If you're using Simple Start, Essentials, or Plus, you'll want to consider the higher version so you can access the said tab. Before that, I'd suggest diving in and navigating all the features of this plan with our sample company. Just use this link: https://qbo.intuit.com/redir/testdrive_us_advanced. When you're ready, that's the time to upgrade your subscription.
Once upgraded, you can add new charts from the Performance Center tab. You can also edit or delete them at any time from there.
Also, if your accountant is connected to your QBO account, I'd suggest contacting them to help you track your performance reviews. They have a tool called Business performance, which gives them a quick and clear picture of how well your business is doing. You can let them export the report to PDF and email it to you. I've attached a sample screenshot of how it looks like in the program. For more details, let them visit this article: See Your Client's Business Performance And Trends. Then, go to the Share a performance report section.
You can always visit this website: Business Performance Dashboard. It contains in-depth details about how this feature works in QuickBooks that can benefit you and your business.
I'll gladly help if there's anything else you need. Keep safe always, @txspeechtherapy.
