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KeyTrac for QuickBooks
KeyTrac™is a QuickBooks® based scorecard or dashboard that enables you to get started quickly and easily taking your QuickBooks reporting capability to a whole new level. You will be able to see key business metrics at a glance whether or not your business is meeting its goals, compare current status to monthly or year goal, view 36-month trends of your past actual results, and much more.
QuickBooks advisors can help their clients by monitoring business performance and help clients achieve their goals.
Features and Benefits
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KeyTrac |
| Feature |
Benefit |
Pro |
Premier |
| Financial Statements |
Summary level statements provide a quick look at key balance sheet and income statement account groups with drill down to details
|
X |
X |
| Key Financial Ratios |
See at a glance the current status of each of your goals |
X |
X |
| Month and Year-to-Date |
View information for the current and prior month as well as Quarter and Year-to-Date |
X |
X |
| Cash & Profit Opportunities |
Highlight areas to focus on to generate more cash and profits |
X |
X |
| Break-even |
Analyze pricing and spending decisions and understand how they impact your business
|
X |
X |
| Trend Reports |
View the trend of your actual results and budget over the past 36 months to better understand where to direct your efforts
|
X |
X |
| KPI/Account Detail |
Drill down from the to see activity by account and transaction |
X |
X |
| Unit-based KPI |
Capture operational data that can be combined with other KPI’s to provide a full view of a company’s performance
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X |
| Custom KPI's |
KPI's can be created to match your specific business |
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X |
Automatic QuickBooks consolidation |
Monitor each business and monitor business performance for the consolidated company |
Available |
Available |
Financial Benchmarks |
Automatic data aggregation from individual business units, such as in franchise networks |
Available |
Available |
KeyTrac for QuickBooks is the perfect companion for helping you improve the performance of your business whether you're using QuickBooks Pro, Premier or Enterprise version in a Windows environment.
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Learn more
> KeyTrac Versions
> Key Performance Indicators (KPIs)
> Pricing
Trusted Advisors
> Manage your clients from one dashboard
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