Utilizing the Performance Center and custom charts
QBO Advanced offers the ability to create custom KPI dashboards and other user-defined charts. This will give you insights into those areas that might require additional oversight or management. The Performance Center is only available in QBO Advanced. One of the features within the Performance Center is custom charting. Custom charting 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
- Cost of Goods...
