Financial Performance
Put revenue and profit next to your marketing
Connect QuickBooks Online to follow revenue, expenses, net income and profit margin month by month, alongside your marketing results.
Harbor & Pine Dental · Last 12 months · QuickBooks Online
Revenue
$158.4k+4.6% vs previousExpenses
$109.2k+1.9% vs previousNet income
$49.2k+11.3% vs previousProfit margin
31.1%+1.9 pts vs previousRevenue and expenses
Monthly, accrual basis- Revenue
- Expenses
Demonstration data for a fictional business. No customer information is shown.
What you can report on
- Monthly revenue and expense trends
- Net income and profit margin
- Period-over-period comparison
Why it helps business owners
- See whether marketing activity lines up with financial results
- Follow profitability trends without exporting spreadsheets
- Keep financial and marketing reviews in one place
How the data connection works
- 1Sign in to QuickBooks Online and authorize Valtrivo for your company.
- 2Valtrivo reads accounting reports. It does not create or change transactions.
Questions about access? Visit the Help Center.
Availability
AvailableAvailable on the Intelligence plan and above.
- Included from
- Intelligence
- Data source
- QuickBooks Online
Related features
Financial Performance is included in Intelligence
Create an account to set up your business, or compare every plan first.