Timeline of absolute revenue and expense figures, with percentage change for highlighted month on previous month.
Why do I need it?
This helps to identify the value of the expenses employed to generate sales revenue. When certain projects/expenditure are carried out in specific time periods a business owner can track how effective the expenditure has been in attracting new sales.
How do I get the right information?
Widget is dependent on sales and expenses information in QuickBooks being free from error.
Sales/purchase invoice amounts, dates entered incorrectly. Transactions coded to the wrong account.
How to make the most out of your widget
Implementing a monthly budget and cash flow forecast will enable you to track expenditure and measure financial gains, provide insight into where money is being spent and whether the return is in line with company expectations.