REVENUE · THIS FINANCIAL YEAR
—QuickBooks connection requiredALLTIMES COATINGS / MANAGEMENT
Executive overview
Financial and commercial performance, together.
Waiting for data
At a glance
Management summaryNET PROFIT · THIS FINANCIAL YEAR
—QuickBooks connection requiredOPEN SALES PIPELINE
—HubSpot connection requiredACTIVE DEALS
—HubSpot connection requiredQUICKBOOKS
Profit & loss trend
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HUBSPOT
Pipeline by stage
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HUBSPOT
Pipeline age
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HUBSPOT
Pipeline by salesperson
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QuickBooks overview
Not connectedFINANCE DATA CONNECTION
Connect QuickBooks Online
Authorise read-only reporting access to your company. Financial information stays behind the management login.
PERFORMANCE
Profit & loss comparison
Current financial year vs. two previous years
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ACCOUNTS
Bank & finance balances
Awaiting QuickBooks
AGED RECEIVABLES
Debtors
Awaiting QuickBooks
Ageing keyCurrent = outstanding, not overdue1–30 = 1–30 days overdue31–60 = 31–60 days overdue61–90 = 61–90 days overdue91+ = more than 90 days overdue
AGED PAYABLES
Creditors
Awaiting QuickBooks
Ageing keyCurrent = outstanding, not overdue1–30 = 1–30 days overdue31–60 = 31–60 days overdue61–90 = 61–90 days overdue91+ = more than 90 days overdue
HubSpot overview
Not connectedOPEN PIPELINE VALUE
—Home currency totalsOPEN DEALS
—For selected pipelineAVERAGE DEAL AGE
—Days since deal creationDATA STATUS
—Waiting for HubSpotSALES PERFORMANCE
Pipeline by stage
No data
SALES TEAM
Pipeline by salesperson
No data
AGE ANALYSIS
Pipeline age
DEAL REGISTER
Open opportunities
| Opportunity | Stage | Salesperson | Last activity | Value |
|---|---|---|---|---|
| Awaiting HubSpot connection | ||||