View key performance indicators for your business

The KPI Scorecard in QuickBooks Online Advanced and Intuit Enterprise Suite provides a centralized view of your business's key performance indicators (KPIs). Use this feature to monitor real-time data, identify trends, and track progress against goals to make informed business decisions.

Availability

This feature is available for:

• QuickBooks Online Advanced: Includes 10 standard KPIs to track business growth and profitability.
• Intuit Enterprise Suite: Includes more than 80 KPIs in the KPI library designed to monitor growth, profitability, liquidity, and other strategic areas.

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)

View 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. Go to Reports, then KPIs.
2. Select the Consolidated or Company tab to track KPIs across all of your companies, or just a single one. (Intuit Enterprise Suite only)
3. 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
4. Use the Period and Compare with dropdown menus to compare current KPIs to historical periods and view the variance.
5. Select any KPI row to expand details and see a visualization of the data.

Add or remove KPIs in Intuit Enterprise Suite

With 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. Go to Reports, then KPIs.
2. Select the Manage KPIs button.
3. Use the KPI category list to browse KPIs, or use the search bar to find specific KPIs.
4. 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.
5. When finished, select Cancel to return to the KPIs tab. You'll see your newly added metrics listed.

Create custom KPIs in Intuit Enterprise Suite

Follow this link to complete the steps in product

1. Go to Reports, then KPIs.
2. Select the Manage KPIs button.
3. Select Create KPI.
4. Enter a KPI name and Description, and choose a KPI category.
5. From the Unit of Measure dropdown, choose Currency, Percentage, or Number.
6. From the Variance dropdown, choose either Positive is favorable (e.g., revenue) or Negative is favorable (e.g., expenses).
7. Choose a KPI data option:
   • Leverage formula: This option allows you to build your KPI using pre-set values, such as KPI, Operators & Parenthesis. Select the Formula field to see a list of values to build from.
     
   • Manual entry: This option allows you to manually enter data points to track. Choose an Alert frequency for when to receive for missing data points, then add your data points to the available time periods.
     
8. From the Chart type dropdown, choose Line chart or Bar chart to preview the data visualization.
9. When finished, select Save and close.

With Intuit Enterprise Suite, you can add custom KPIs by defining formulas or using manual data input.

Related links

• KPI Scorecard glossary