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KPI Scorecard glossary

by Intuit•6• Updated 2 weeks ago

Learn about the different key performance indicators that are available in the KPI page of QuickBooks Online Advanced and Intuit Enterprise Suite.

The KPI Scorecard is an effective tool empowering you to monitor critical KPIs in real-time, providing 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
Cash flow	Net cash flow	This tells you if more cash came into your business or went out over a certain time. Calculated as Total Cash Inflows – Total Cash Outflows. Positive net cash flow means you’re making more money than you’re spending.
Cash flow	Total cash in bank accounts	All the money sitting in your business bank accounts. This shows how much cash you have immediately available.
Liquidity	Cash on hand	Money your business physically has ready (like cash in the drawer or current accounts) or very quickly available to spend.
Liquidity	Current ratio	A quick way to check if your business can cover the bills that are due soon using the assets you own (like money or inventory).
Liquidity	Quick ratio	Similar to the Current Ratio, but it only includes assets you can turn into cash quickly (not inventory).
Liquidity	Working capital	This shows how much money your business keeps handy after paying off its short-term bills. It’s a measure of "breathing room."
Activity	Accounts receivable balance	How much customers owe you right now for products or services you’ve already provided.
Activity	Accounts receivable days	The average time it takes for your business to collect outstanding payments from customers.
Activity	A/R Balances past due	How much of the money customers owe you hasn’t been paid on time. It shows how slow your customers are at paying bills.
Activity	Accounts payable balance	How much your business owes vendors or vendors for goods or services you’ve received.
Activity	Accounts payable days	The average number of days it takes a company to pay its vendors.
Activity	A/P Balances Past Due	How much money you owe vendors or vendors that hasn’t been paid on time.
Activity	Open invoices	The total number of bills your customers haven’t paid yet (whether overdue or on time).
Activity	Overdue invoices	The number of bills your customers still haven’t paid, even though the payment deadline has passed.
Activity	Bills due	All upcoming payments your business needs to make to vendors and vendors soon.
Gearing	Debt to equity ratio	This shows how much of your business is funded by borrowed money versus your own money. It's calculated by dividing a company's total liabilities by its shareholder equity. Higher ratios mean you’re relying more on loans.
Gearing	Debts to assets ratio	This indicates how much of your business’s assets are funded by loans or borrowed money. This is calculated by dividing a company's total debt by its total assets.
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.
Projects	Active projects	How many projects you're currently working on.
Finance	% overdue payable	Percentage of bills past the due date relative to total payables.
Finance	Accounts Payable Turnover	Shows how quickly the company pays vendors, reflecting credit worthiness and cash management practices.
Finance	Accounts Receivable Days (DSO)	Average number of days it takes a company to collect payment after a sale has been made.
Finance	Accounts Receivable turnover	Measures how often a business collects its averavge accounts receivable balance in a period.
Finance	Average bank balance	The average amount of money in a company's bank accounts over a specific period.
Finance	Burn rate	Measures the rate at which the company is spending its cash reserves.
Finance	Days Cash on Hand	Measures how many days a company can continue to pay its operating expenses without any additional revenue or cash inflows.
Finance	EBITDA (Earnings before interest, taxes, depreciation and amortization)	Provides a clear view of operating performance by excluding non operational expenses.
Finance	Net Credit Sales	Total revenue a company generates only from sales made on credit, after accounting for any returns, allowances for damaged goods, or discounts for early payment.
Finance	No. of vendors	Total number of individual vendors from whom goods or services are purchased.
Finance	On time payment rate	The percentage of bills paid on or before the due date.
Finance	Sales	Total income generated from sales of products and/or services.
Finance	Unpaid Bills (Count)	Total count of all bills that are unpaid, based on bill date.
Finance, Bill Pay	Bill Waiting Approval (Value)	Number of bills that are awaiting approval before they can be officially entered into the system.
Finance, Bill Pay	Bills Due (Count)	Number of bills that are unpaid and are due.
Finance, Bill Pay	Bills For Review (Count)	Number of bills that require user approval before being generated in the system. These bills are typically submitted via email forwarding or upload tools.
Finance, Bill Pay	Bills For Review (Value)	Total value of bills that require user approval before being generated in the system. These bills are typically submitted via email forwarding or upload tools.
Finance, Bill Pay	Bills Overdue (Count)	Total count of all bills that are unpaid and past their due date. This metric does not change with the period selected.
Finance, Bill Pay	Bills Overdue (Value)	Total value of all bills that are unpaid and past their due date. This metric does not change with the period selected.
Finance, Bill Pay	Bills Waiting Approval (Count)	Total count of bills that are awaiting approval before they can be officially entered into the system.
Finance, Bill Pay	Paid Bills (Count)	Number of paid bills during the period selected.
Finance, Bill Pay	Paid Bills (Value)	Total value of paid bills during the period selected.
Finance, Bill Pay	Unpaid Bills (Value)	Total value of all bills that are unpaid, based on bill date.
Finance, HR	Revenue per employee	Measures how much revenue each employee generates for the company.
Finance, Projects	Committed costs	Future expenses that the project is obligated to pay but haven't been paid yet.
HR	Average Employee Count	Measures the average number of employees during the period.
HR	Employee Retention Rate	Measures the ability of a company to retain its employees over a given period.
HR	Employee turnover rate	Measures the rate at which employees leave and need to be replaced.
HR	Payroll cost per employee	Measures the average payroll cost per employee.
HR	Payroll Cost Ratio	The percentage of total revenue that is spent on payroll experiences.
Inventory Management	Average Inventory Value	Measures the average amount of money that you have invested in inventory. Tracking this metric can help you identify trends in your inventory levels and make sure that you aren't investing too much money in inventory.
Inventory Management	Gross Margin Return on Investment	Provides insight into how much profit each dollar of inventory investment generates, guiding pricing and purchasing decisions.
Inventory Management	Inventory turnover ratio	Measures how often inventory is sold and replaced over a period of time.
Inventory Management, Finance	Days Sales of Inventory (DSI) / Inventory Days on Hand	Indicates the average number of days it would take to sell the entire inventory.
Projects	Average project value	The typical monetary worth of a single project.
Projects	Open Invoices	Number of sales or service invoices that have been issued but not yet paid or closed.
Projects	Overdue Invoices	Invoices that have not been paid by the due date.
Projects	Project backlog value	The total estimated revenue from all contracted projects that are yet to be completed.
Projects	Project Expenses	The sum of all expense transaction amounts that are linked to a project.
Projects	Project Income	The sum of all income transaction amounts that are linked to a project.
Projects	Project margin	The percentage of revenue that is left as profit after accounts for all project-related costs.
Projects	Project Net Income - Actuals as % of Estimates	Measure the percentage of estimated net income that was actualized for all projects.
Projects	Project profitability	Indicates the financial effectiveness of a project, determining if it generated a profit.
Projects	Top Category Spend	The proportion of total project costs accounted for by the five largest chart of account categories.
Projects	Total Purchase orders	Total amount on purchase orders across all projects.
Projects	Unbilled Cost	Measures unbilled project costs.
Projects, HR	Hourly time costs	Total cost of all team hours logged on the project.
Sales	Annual recurring revenue	The predictable total revenue generated by customers within a year.
Sales	Average Deal Size	Provides insights into the average revenue expected from each won deal. Helps in forecasting revenue and assessing the types of project that generate the most income.
Sales	Average Lost Deal Size	Measures the average potential revenue of deals that were not won. Helps in analyzing potential revenue leakage and identifying if theres specific challenges in closing high-value deals.
Sales	Average Time To Close	Tracks the average time it takes from the first contact with a potential client to closing a deal. An extended cycle time might indicate inefficiencies in the sales or proposal processes.
Sales	Average Won Deal Size	Measures the average revenue generated from each successfully closed deal. It is a key metric for forecasting future revenue and understanding the typical value of a successful dale.
Sales	Deal Win Rate	Measures the number of successful closed deals compared to the total deals. A lower percentage may indicate the need to refine your sales process.
Sales	Deals in Pipeline	Helps understand the volume of potential projects and plan resources accordingly.
Sales	Lead conversion rate	Shows what percentage of total leads converted to a customer.
Sales	Lead qualification rate	Shows what percentage of total leads progressed to a qualified deal.
Sales	Monthly recurring revenue	Measures the predictable and recurring revenue from subscription based revenue.
Sales	Number of Lost Deals	Measures the total number of deals that were not won in the period. Helps in assessing overall sales performance and, when combined with other metrics, can highlight changes in lead quality or market competitiveness.
Sales	Number of Won Deals	Measures the size of the bottom of your CRM funnel and the efficacy of your sales team to convert leads to sales.
Sales	Sales Pipeline Value	Measures the potential revenue from all opportunities at different stages in the sales pipeline.
Sales, Marketing	Number of Leads	Measures the size of the top of your CRM funnel and the efficacy of your market efforts.
Supply Chain	Cash-to-cash cycle time	Measures the time between outlaying cash for raw materials and receiving payments from customers.

KPI Scorecard glossary

by Intuit•6• Updated 2 weeks ago

KPI glossary

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