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.

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 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.