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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

   
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

X
Custom KPI's KPI's can be created to match your specific business
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.

 

 

Learn more

> KeyTrac Versions
> Key Performance Indicators (KPIs)
> Pricing

Trusted Advisors

> Manage your clients from one dashboard

 

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