Account and revenue mapping
Your chart of accounts, products and customers mapped to the categories you actually use to run the business.
SAGEPOINT ANALYTICS · SERVICES
QuickBooks dashboards that combine accounting and sales
QuickBooks knows your invoices and expenses. Your spreadsheet or CRM knows your pipeline and targets. We connect them in one dashboard so you can see margin, cash and overdue accounts next to sales without rebuilding the same export every month.
The problem
When the data cannot keep up
Built-in accounting reports answer accounting questions. Owners usually need something else: which customers, products or locations make money, what cash is coming in and who is late, in one place that updates itself.
- I export QuickBooks reports to Excel every month and paste them next to my sales numbers to see the margin.
- I find out a big customer is 60 days late only when cash gets tight.
- My bookkeeper and my sales manager report different revenue for the same month.
What you get
A deliverable your team can use
We connect to QuickBooks through an authorized export or connector, combine it with your sales sources and build the view in Power BI, Looker Studio or Google Sheets. Your books stay in QuickBooks; we only read the data.
Combined data
QuickBooks data joined with your sales spreadsheet or CRM, with totals checked against QuickBooks.
Owner dashboard
Margin by product or customer, cash, overdue invoices and sales against target on one page.
Scheduled refresh
A daily or weekly update with checks that flag a failed or incomplete refresh.
Handoff
Definitions, access notes and a training session for you and your bookkeeper.
How it works
From free call to handoff
- 1
On a free 30–45 minute call we look at your QuickBooks setup, your other sales sources and the questions you want answered.
- 2
You get a written proposal with sources, numbers to track, access needed, timeline and a fixed price.
- 3
We build the connection and the dashboard, reconcile totals against QuickBooks and review a working version with you.
- 4
We hand over the dashboard and documentation. Ongoing support starts at US$450/month if you want changes later.
Validation
Reconciled with QuickBooks
Revenue, expense and receivable totals are checked against QuickBooks for the same period before the dashboard goes live, so your bookkeeper and your dashboard agree.
Package fit
The scope determines the package
A QuickBooks dashboard fits the 14-Day Dashboard Pilot well (US$750, paid on delivery): QuickBooks plus one sales source and up to eight numbers. Executive Cockpit, a fixed US$3,900, covers up to four sources and three dashboards.
Compare packages →FAQ
Frequently asked questions
Can Power BI connect to QuickBooks Online?
Yes, through an authorized connector or scheduled exports. Which route we use depends on your QuickBooks plan, the data you need and how often it must refresh. We confirm it before quoting.
Do you need access to change anything in QuickBooks?
No. We only read data. We ask for the minimum access needed, sign an NDA before opening any file and never post entries or change your books.
Can you combine QuickBooks with my CRM or sales spreadsheet?
Yes, if customers or products can be matched between the two. We check sample data first and tell you what can be matched reliably and what needs a cleanup rule.
What is the difference between this and QuickBooks reports?
QuickBooks reports show accounting views of accounting data. A dashboard combines that data with sales and operations sources, tracks targets and updates on its own, so you do not rebuild the same export every month.
How long does a QuickBooks dashboard take?
A first working dashboard with QuickBooks and one other source fits in the 14-Day Dashboard Pilot. Larger builds with more sources usually take four to six weeks as an Executive Cockpit.
Related services
Other work we can help with
Small business dashboards for sales, margin and cash
Your numbers live in spreadsheets, your CRM and your accounting system, and every report means copying between them. We build one dashboard that pulls from all of them and updates itself, so you see the same numbers your team sees.
Explore service →Excel and Google Sheets report automation
Every week someone downloads the same files, copies rows, fixes formulas and emails the report. We turn that routine into a repeatable process that consolidates the data, flags what looks wrong and sends the report on schedule.
Explore service →Call center KPI dashboards built around your operation
Queue metrics, CRM outcomes, and quality data sit in different exports. We build an operational view that helps supervisors explain changes and act on the same agreed definitions.
Explore service →Automated client reporting for contact center BPOs
Each client expects a different cut of the same operational data, while your analysts reconcile exports by hand. We turn those agreed reporting obligations into a controlled, repeatable workflow.
Explore service →Contact center QA scorecard reporting
Your evaluations contain useful patterns, but scattered scorecards make it hard to see which behaviors need coaching. We turn existing QA results into reporting that teams can inspect and discuss.
Explore service →Contact center WFM and occupancy reporting
Staffing decisions need a shared view of scheduled time, actual states, and workload by interval. We connect your existing WFM and ACD outputs into reporting managers can verify.
Explore service →Let’s look at your reporting work
Bring a current report or workflow example. We will review sources, decisions, and exceptions before proposing a useful scope.