Turn your QuickBooks data into an interactive dashboard and ratio report
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The QuickBooks Dashboard – Lite turns a straight copy of your QuickBooks chart of accounts and transactions into a one-page visual dashboard and an 18-ratio financial health check. Pick a month and you'll see revenue, profit, cash, debtor days and working capital at a glance, six ratio gauges, eight charts and a traffic light on every ratio – without building a single formula.
See how it works
The sheets you will use most, in the order you will use them – shown with the sample data every workbook comes with.
Step 1
18 ratios with traffic lights and explanations. What you do: optionally adjust the yellow thresholds and 'Better when'.
Step 2
QuickBooks transaction lines (gold header). What you do: paste the year's transactions.
Step 3
Your settings and a short loading checklist for QuickBooks data. What you do: enter company name and year start date.
Step 4
QuickBooks accounts and their dashboard group (gold header). What you do: paste your chart; override groups in column J if needed.
Who it is for
Quick start
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Your download link arrives as soon as payment clears.
We can adapt any prebuilt solution or build something bespoke, with a lifetime bug-free guarantee.
Part of AML Finance Group
Our sister firm, AML Accountancy Solutions, is an award-winning accountancy practice helping businesses and individuals across the UK with their accounts, tax, bookkeeping and payroll.
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