Performance Dashboard
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Performance Dashboard
AAA Forklifts, Parts & Service · Live from QuickBooks
Week of
—
Cash Basis
Period
Day
Week
Month
YTD
Projection
Region
Company
FL
NC
Month
Total Income
—
money received
Payments Received
—
Invoices Created
—
New Customers
—
added
Trends
Total Income
Money received per day
Revenue by Line of Business
Where the revenue came from
Estimates & Sales Activity
Approval Rate
Approved ÷ sent, by dollar
—
Approved
—
Sent
—
Approved
—
Estimates Sent
—
Estimates Approved
—
Invoices Sent
—
Payments Received
Daily Detail
Day
Service
Parts
Rentals
Forklift
Invoices
Payments
Total Income
TOTAL
