The performance center and custom charting is another feature that is only available in QBO Advanced. It allows you to visualize your financial data in chart format, which can be easier to understand than just plain numbers. You can create a chart that allows you to include up to 10 groups of values on a single chart. For example, revenue can be tracked by products and services, classes, locations, projects, and employees. You can also micro-filter specific customers, classes, locations, and more.
The following datasets can be used to create custom charts:
- Expenses
- Revenue
- Gross profit
- Net profit
- Accounts receivable
- Accounts payable
- COGS
- Current ratio
- Quick ratio
QBO uses real-time data for custom charts. which means report visualization is 100% accurate. Currently, existing reports are updated every 4 hours.
Follow these steps to access the performance center:
- Click on Reports and select Performance center as indicated in the following...
