Author: coupler

Accounts Payable analytics template for Looker Studio that centralizes bills, vendors, aging buckets, and cash balances—fed from QuickBooks or Xero via Coupler.io. Track unpaid and overdue amounts, including 30+ and 90+ day buckets, and surface top creditors to prioritize payments. Review paid bills by vendor across current month, last month, and year‑to‑date to spot payment patterns. See bank balances and currency breakdowns to match cash on hand with upcoming liabilities, and explore a 12‑month bill history to reduce late fees and improve cash flow.

Accounts Receivable dashboard template for Looker Studio that centralizes invoice data from QuickBooks or Xero to monitor unpaid and overdue amounts. It highlights AR aging buckets, top debtors by customer, paid vs unpaid trends over the last 12 months, year‑to‑date paid amounts, and a detailed invoice table with due dates and currencies. Use it to prioritize collections, reduce DSO, and forecast cash flow by spotting seasonal payment patterns and at‑risk accounts. Ideal for finance teams needing a clear, up‑to‑date picture of receivables performance.

Accounts Receivable template focused on unpaid and overdue invoices, collections performance, and customer exposure. Key metrics include total unpaid balance, overdue amounts (30+ and 90+ days), and top customers by outstanding value. AR aging tables break down balances across current, 1–30, 31–60, 61–90, and 90+ day buckets with an invoice-level list of due dates and amounts. Visuals compare paid vs. unpaid by month and summarize the last 12 months of payments by customer. Ideal for finance teams to prioritize follow‑ups, reduce DSO, and forecast cash flow.

Accounts Payable dashboard template for Looker Studio powered by Coupler.io centralizes billing and vendor data from QuickBooks and Xero. Track total amount due, overdue balances (30+ and 90+ days), and AP aging to gauge risk and payment timing. See unpaid bills by vendor, identify top creditors, and dive into detailed bill tables with due dates, currencies, and amounts. Review paid bills by vendor alongside bank balances, opening/closing balances, and cash received/spent to plan payouts. Prioritize payments, prevent delinquencies, and align cash on hand with upcoming obligations.

QuickBooks financial dashboard focused on profitability, liquidity, and overall financial health. Tracks profit and loss with last month and month‑to‑date earnings, plus charts for cash end‑of‑period and net cash changes. Summarizes the balance sheet across assets, liabilities, and equity with last‑month and MTD comparisons. Lists bank and cash accounts with totals and breaks balances down by currency. Built for quick visibility into performance and cash runway for finance teams and founders.

Revenue dashboard for Xero focused on revenue, cash flow, and sales performance. Monitor invoices with totals for paid, due, overdue, and open amounts alongside monthly trends. Review a 12‑month Profit & Loss table showing revenue, direct costs, and operating expenses. Identify top customers and products by revenue, plus average revenue per customer, number of products sold, and average price. See invoice details by customer and status to spot blockers and opportunities.

Revenue analytics template for Looker Studio focused on tracking income and profitability from QuickBooks or Xero data. Monitors paid, overdue, and open invoices alongside month‑to‑date and year‑to‑date Profit & Loss. Surfaces customer metrics such as total customers, revenue by customer, and average revenue per customer to target retention and collections. Reveals product performance with top products, quantities, and average prices to guide pricing and assortment. Includes a detailed invoice table for audit trails and cash‑flow follow‑up.