Intuit has introduced a new Key Performance Indicator (KPI) Scorecard as part of their Summer 2025 release to both Intuit Enterprise Suite and QBO-Advanced.
The new scorecard enables users to track business performance quickly and effectively by building a customized scorecard of key performance indicators, utilizing a library of more than 40 predefined KPI metrics for growth, profitability, cash flow, liquidity, and efficiency. The number of KPIs is dependent upon whether the subscriber is using QBO-Advanced, or Intuit Enterprise Suite.
KPI Scorecards are designed for business owners, finance teams, or anyone who needs a quick and comprehensive overview of critical metrics to make informed decisions. The scorecards provide a centralized view of key performance indicators, letting users easily monitor and analyze business performance.
These scorecards help identify trends, track progress against goals, and gain insights into overall business health. This new feature even lets users click on any displayed KPI to see details of its description, formula calculation, relevant time period, and trend graph visualization.
Using the KPI Scorecard in QBO-Advanced or Intuit Enterprise Suite
The KPI Scorecard empowers business owners to monitor critical KPIs in real-time, providing an analysis of their business's financial health and performance. feature breakdown:
- KPI Scorecard: a Key Performance Indicator (KPI) scorecard to track various metrics related to targeted growth, profitability, cash flow, liquidity, efficiency, and other (shown in pink shaded areas in the illustration below).
- Variance: identify trends and analyze individual KPI performance by comparing with historical periods shown in the variance of each KPI over the set period (shown in the tan shaded areas in the illustration below).
This article explains how the new KPI Scorecards in QuickBooks Online Advanced and Intuit Enterprise Suite enable users to access key performance indicators for their businesses. Although the KPI Scorecard is available in both QBO-Advanced and Intuit Enterprise Suite, there are differences between the two offerings.
- Within QuickBooks Online Advanced, the KPI scorecard is limited to ten (10) standard KPIs to track business growth and profitability.
- Within Intuit Enterprise Suite, the KPI scorecard supports more than forty-eight (48) KPIs designed to monitor growth, profitability, liquidity, and other critical strategic areas. IES users can access all of the available KPIs within the KPI library, a robust library of the most common KPIs used to benchmark organizational performance.
Using the KPI Scorecard
You must be signed in as a Primary admin, Company admin, Standard all-access, or Reports only role to access the KPI Scorecard.
1) Go Reports, then the KPIs tab.
2) Here, you can view the different KPIs available to you. For example:
- Gross Profit - Revenue minus the Cost of Goods Sold. It represents the profit a company makes after deducting the costs directly associated with producing its goods or services.
- Gross Profit Margin - Gross Profit expressed as a percentage of Revenue. It indicates the profitability of a company's core operations before considering operating expenses. Calculated as: (Gross Profit / Revenue) * 100%.
- Net Profit - The profit remaining after all expenses, including taxes and interest, have been deducted from revenue. It represents the company's bottom-line profitability.
- Net Profit Margin - Net Profit expressed as a percentage of Revenue. It indicates the overall profitability of the company after considering all costs. Calculated as: (Net Profit / Revenue) * 100%.
- Operating Expense - Costs incurred in the normal course of business operations, excluding the Cost of Goods Sold. These include administrative, marketing, and research and development expenses.
- Net Operating Income - Revenue minus the Cost of Goods Sold and Operating Expenses. It represents the profit generated from the company's core operations before considering interest and taxes.
- Operating Margin - Net Operating Income expressed as a percentage of Revenue. It indicates the profitability of a company's core operations relative to its revenue. Calculated as: (Net Operating Income / Revenue) * 100%.
In addition, you can review these basic financial measures:
- Revenue - The total amount of money received by the company for goods sold or services provided during a specific period.
- Cost of Goods Sold (COGS) - The direct costs attributable to the production of the goods sold by a company. This includes the cost of materials, goods, or services.
- Total Expenses - The sum of all costs incurred by a company to generate revenue, including COGS, operating expenses, interest, and taxes.
3) Use the Period and Compare with drop-down menus to compare the KPIs of the current period to the selected period, and the variance of the two periods. (as shown in the highlighted green box in the illustration below).
4) Select any KPI row to expand details and see a visualization of the data (as shown within the box highlighted in purple in the illustration below).
Additional KPIs within Intuit Enterprise Suite
Intuit Enterprise Suite users have access to the KPI Library, which provides a catalog of performance metrics based on standardized metrics that can easily be added to their KPI scorecards. It can be argued that not all metrics in the KPI Library are true Key Performance Indicators; however, many businesses may find the information valuable. The metrics available to IES users, not included for QBO-Advanced users, include:
- Cash flow margin – This checks how much of the money you make from sales is turned into cash. It shows how good you are at making money available. Calculated as (Net Cash Flow / Net Sales) * 100
- Operating cash flow – The total cash your business generates from its regular operations. This tells you if your day-to-day activities are profitable in cash terms. Calculated as Net Income + Non-Cash Expenses - Changes in Working Capital
- Net cash flow - This indicates whether more cash came into your business or went out over a specific period. Calculated as Total Cash Inflows – Total Cash Outflows. Positive net cash flow means you're making more money than you're spending.
- Total cash in bank accounts - All the money sitting in your business bank accounts. This shows how much cash you have immediately available.
- Cash on hand - Money your business physically has ready (like cash in the drawer or current accounts) or very quickly available to spend.
- Current ratio – Money your business physically has ready (like cash in the drawer or current accounts) or very quickly available to spend.
- Quick ratio – Similar to the Current Ratio, but it only includes assets you can turn into cash quickly (not inventory).
- Working capital - This shows how much money your business keeps handy after paying off its short-term bills. It's a measure of "breathing room."
- Accounts receivable balance – How much customers owe you right now for products or services you've already provided.
- Accounts receivable days - The average time it takes for your business to collect outstanding payments from customers.
- Accounts payable balance - How much your business owes vendors for goods or services you've received.
- Accounts payable days- The average number of days it takes a company to pay its vendors.
- Open invoices - The total number of bills your customers haven't paid yet (whether overdue or on time).
- Overdue invoices - The number of bills your customers still haven't paid, even though the payment deadline has passed.
- Bills due – All upcoming payments your business needs to make to vendors that are due soon.
- Debt-to-equity ratio - This shows how much of your business is funded by borrowed money versus your own money. It's calculated by dividing a company's total liabilities by its shareholder equity. Higher ratios mean you're relying more on loans.
- Debts to assets ratio - This indicates how much of your business's assets are funded by loans or borrowed money. This is calculated by dividing a company's total debt by its total assets.
- Net sales - All the money you've made from selling products or services, minus any refunds, discounts, or returns.
- Number of active customers – How many customers have bought something or interacted with your business recently.
- Number of new customers - Tracks how many people became new customers within a specific period.
- Number of contacts - Tracks how many people became new customers within a specific period.
- Active projects - How many projects you are currently working on.
To Add Metrics from the KPI Library in Intuit Enterprise Suite:
1) Go to Reports, then the KPIs tab.
2) Click the Add KPI from library button.
3) Use the KPI category list to browse KPIs, or use the search bar to find specific KPIs.
4)For any KPI metric you want to add, select + Add to scorecard. If you've already added the KPI metric and want to remove it, you'll instead see X Remove from scorecard.
5) When finished, select Cancel to return to the KPIs tab. Your newly added metrics will be listed within the KPI tab.
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