Use QuickBooks Online connected KPIs to automate reporting in Elevale. Pair metrics with OKRs, dashboards on KPIs & Dashboards, and weekly business reviews.
Planned use cases
Revenue and gross profit margin on finance dashboards.
Accounts receivable/payable and debtor/creditor days.
Financial
Accounts Payable - Total accounts payable from the balance sheet. Sync daily or weekly for trends.
Accounts Receivable - Total accounts receivable from the balance sheet. Sync daily or weekly for trends.
Cash Flow - Net cash increase or decrease for the selected period. Sync daily or weekly for trends.
Creditor Days - Average days to pay suppliers (AP / expenses × 365). Sync daily or weekly for trends.
Current Ratio - Current assets divided by current liabilities. Sync daily or weekly for trends.
Debt to Equity Ratio - Total liabilities divided by total equity. Sync daily or weekly for trends.
Next steps
Connect: Setup & usage
Pick metrics: Data points