QuickBooks Analytics: 10 Financial KPIs Every Owner Should Track

QuickBooks records everything about your finances. But recording isn't the same as understanding. Real QuickBooks analytics means turning that data into a handful of metrics you actually watch. Here are the ten that matter most for most businesses.

The 10 KPIs

1. Revenue (and revenue growth) — the headline number, tracked over time, not just this month.
2. Gross profit margin — what's left after the cost of delivering your product or service.
3. Net profit margin — the bottom line after all expenses.
4. Operating cash flow — cash actually moving through the business, the truest health signal.
5. Accounts receivable (AR) aging — who owes you, and how overdue.
6. Accounts payable (AP) aging — what you owe, and when it's due.
7. Current ratio — current assets vs. current liabilities; can you cover the short term?
8. Expense breakdown by category — where the money actually goes.
9. Revenue by customer / product — which relationships and lines drive the business.
10. Burn rate / runway — for growing businesses, how long your cash lasts at the current pace.

The problem: QuickBooks won't show these together, live

You can find most of these numbers in QuickBooks — but scattered across different reports, as static snapshots, with no easy way to track trends or drill in. Pulling them into one live view every month is the manual grind most owners know too well.

The solution: a live analytics dashboard

By connecting QuickBooks to Power BI through Microsoft Fabric, all ten KPIs live on one interactive dashboard that refreshes automatically. You click a number and drill into the why. No exports, no stale data, one source of truth.

See how the pipeline works in our QuickBooks + Microsoft Fabric guide, or grab the free step-by-step setup guide to build it yourself.