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View key performance indicators for your business

by Intuit•4• Updated 1 week ago

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

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.

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

See your KPI Scorecard

Go to Reports (Take me there), then the KPIs tab.
Here, 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
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.
Select any KPI row to expand details and see a visualization of the data.

KPI glossary

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%.

QuickBooks Online Advanced

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