View key performance indicators for your business

Learn how to view key performance indicators for your business with the KPI Scorecard in QuickBooks Online Advanced and Intuit Enterprise Suite.

The KPI Scorecard provides a centralized view of key performance indicators, letting you easily monitor and analyze business performance. It helps identify trends, track progress against goals, and gain insights into overall business health. This feature is designed for business owners, finance teams, or anyone who needs a quick and comprehensive overview of critical metrics to make informed decisions.

Availability

This feature is available for:

• QuickBooks Online Advanced: the KPI scorecard comes with 10 standard KPIs to track business growth and profitability.
• Intuit Enterprise Suite: the KPI scorecard includes more than 48 KPIs designed to monitor growth, profitability, liquidity, and other critical strategic areas. You can access these KPIs through the KPI library.

Feature overview

The KPI Scorecard empowers you to monitor critical KPIs in real-time, providing a complete overview of your business's financial health and performance. here's a feature breakdown:

• KPI Scorecard: a Key Performance Indicator (KPI) scorecard to track various metrics related to targeted growth, profitability, cash flow, liquidity, efficiency, and others.
• Historical Comparison: identify growth trends and analyze individual KPI performance by comparing with historical periods.
• KPI library: access a robust library of the most commonly used KPIs to benchmark organizational performance. (Intuit Enterprise Suite only)

See your KPI Scorecard

You must be signed in as a Primary admin, Company admin, Standard all-access, or Reports only role to access the KPI Scorecard.

Follow this link to complete the steps in product

1. On the KPIs tab, you can view the different KPIs available to you. For example:
   • Revenue
   • Cost of Goods Sold (COGS)
   • Total Expenses
   • Gross Profit
   • Gross Profit Margin
   • Net Profit
   • Net Profit Margin
   • Operating Expense
   • Net Operating Income
   • Operating Margin
2. Use the Period and Compare with dropdown menus to compare the KPIs of the current period to the selected period of time, and variance of two periods.
3. Select any KPI row to expand details and see a visualization of the data.

Add or remove KPIs in Intuit Enterprise Suite

As an Intuit Enterprise Suite, you can access the KPI Library which provides a catalog of predefined key performance indicators. It's a standardized set of metrics that you can easily select and add to your scorecard.

Follow this link to complete the steps in product

1. Select the Add KPI from library button.
2. Use the KPI category list to browse KPIs, or use the search bar to find specific KPIs.
3. For any KPI metric you want to add, select + Add to scorecard. If you've already added the KPI metric and want to remove it, you'll instead see X Remove from scorecard.
4. When finished, select Cancel to return to the KPIs tab. You'll see your newly added metrics listed.

Related links

• KPI Scorecard glossary