QuickBooks Overview in RealSynch BI

This gives you a complete business view, allowing you to see how your team’s production and lead performance directly impact your revenue, expenses, and profitability in real time.

• Uncategorized Expense – Total amount of expenses in QuickBooks not yet assigned to a category.
• Uncategorized Income – Income transactions not yet categorized.

Review and categorize these items to ensure all financial insights in BI are accurate and reflected in your performance dashboards

• Net Operating Income: Profit after subtracting expenses from total income
• Gross Commission Income (GCI): Total earned revenue
• Gross Profit: Total income minus cost of sales.
• Total Expenses: All categorized expenses
  Cost of Sales: Direct costs associated with operations or deals.

• Last Month YoY(Year-over-Year): Compares key financial metrics between this month and the same month last year to show short-term performance changes.
• YTD YoY (Year-over-Year): Displays year-to-date totals versus the same period last year
• Gross Profit Margin: (Gross Profit ÷ Total Income) × 100 — shows your operational efficiency.
• Net Profit Margin: (Net Profit ÷ Total Income) × 100 — reveals overall business health.

• Cash Position Over Time: Displays cash movement month over month.
• Cash Balance: Reflects your current available funds from your QuickBooks balance sheet.
• Current Months of Runway: Estimate of how long your business can operate at the current spend rate.

All widgets update automatically with each new sync, providing accurate financial insights alongside your operational data (appointments, deals, and agent performance).