Create dashboards to view key business insights

The Dashboards feature in QuickBooks Online Advanced and Intuit Enterprise Suite shows your important business numbers in one place. Dashboards put key info like sales, profits, and cash flow into visual charts, graphs, and summaries. This helps you see how your business is doing without running multiple reports. You can customize KPIs and formatting for each dashboard, and consolidate data from multiple companies if you use Intuit Enterprise Suite.

Create and customize a new dashboard

You can build a dashboard from scratch to track your most important numbers. Follow these general steps to customize how you like.

Start your dashboard

1. Go to Reports, then the Dashboards tab.
2. (Intuit Enterprise Suite only) Select the Company tab for single entity companies, or the Consolidated tab for data aggregated across entities.
3. Select Create dashboard.
4. Select the pencil icon to name your dashboard.

Add widgets to your dashboard

Widgets are the building blocks of your dashboard.

1. On the dashboard setup screen, hover over an empty tile to select Add data. A panel opens to show all of the available KPIs, sorted by different categories.
2. Select a KPI to add the chart or graph to the dashboard.
3. Optionally, select the pencil icon next to the widget to edit the visuals.
   • Set up: This tab has options to change the chart type, edit the X and Y axis, edit data values, and sort and compare the data order of the widget. The chart types include:
     • Line chart
     • Vertical Bar chart
     • Vertical Stacked Bar chart
     • Donut chart
     • Hero KPI
     • Pie chart
     • Combo chart
     • Area chart
     • Horizontal Bar chart
     • Horizontal Stacked Bar chart
     • Pivot table
   • Customize: This tab has options to rename the header, hide or show labels of the Y and X axis, and show the label for the legend.
4. Select Data, then continue to add more KPIs to your dashboard as needed.
5. Select Save or Save and close.

Optional: Select Generate summary to show an AI generated summary of all of the KPIs added to your dashboard. Select the Refine button if you want to change or update the generated content.

View pre-built dashboards

We provide you with several pre-built dashboards to get you started. You can view dashboards for common topics, such as:

• Profitability
• Cash flow
• Accounts Receivable
• Accounts Payable
• Revenue
• Balance Sheet

To view and customize pre-built dashboards:

1. Go to Reports, then the Dashboards tab.
2. (Intuit Enterprise Suite only) Select the Primary company dashboards tab for single entity businesses, or the Consolidated dashboards tab for data aggregated across multiple entities.
3. Select a dashboard to view for common topics, such as:
   • Profitability
   • Cash flow
   • Accounts Receivable
   • Balance Sheet
4. Select Edit to make a copy of the pre-built dashboard.
5. Make any changes to the dashboard. Select the pencil icon to rename the copy.
6. Select Save and close when finished.