The CustomBooks™ Business Pulse

The CustomBooks™ Business Pulse

Overview

The Business Pulse dashboard in CustomBooks™ serves as your financial command center. It provides a real-time, visual snapshot of your company's health, allowing you to monitor sales trends, expense breakdowns, and bank balances at a glance without running complex reports.



How to Access Business Pulse

  1. Log in to your CustomBooks™ account.
  2. Navigate to the Home Page.
  3. Click on the Business Pulse link located in the top horizontal navigation menu, next to "Workspace."
    1. Alternatively, you can access the Business Pulse by going to Accounting → Under the Tools section, select Business Pulse.



Dashboard Components

The Business Pulse screen consists of four primary widgets designed to give you instant insight into key financial metrics.

Sales Overview

  1. A line graph tracking your sales revenue over a specific period.
  2. Key Insight: Use this to identify seasonal trends or sudden spikes in revenue.
  3. Interactivity: Hover over specific data points (diamonds) to see exact figures for that month.
  4. Settings: You can adjust the timeframe by clicking the calendar icon in the top right corner of the widget.



Expenses Breakdown

  1. A pie chart illustrating where your money is going.
  2. Key Insight: Quickly see which categories consume the largest portion of your budget.
  3. Visuals: The chart displays percentages for each category, helping you spot spending imbalances immediately.



Profit and Loss

  1. A visual summary of your Net Income.
  2. Key Components:
    1. Income: Total revenue generated.
    2. COGS: Cost of Goods Sold.
    3. Expenses: Operational costs.
    4. Net Income: The final profitability figure after deductions.
  3. Format: This uses a bar/waterfall chart style to visualize how expenses and COGS impact your total Income.



Bank Accounts

  1. A list of your connected bank accounts (e.g., Business Checking) and their current balances.
  2. Key Insight: Provides an immediate view of your cash on hand.
  3. Timestamps: Check the "Updated" date to ensure you are viewing the most recent sync data from your bank feed.



Quick Links Sidebar

Located on the right-hand side of the Business Pulse dashboard, this menu provides one-click access to run and view essential financial reports.
  1. Bank Account Balances: Opens and runs the Bank and Credit Cards Transactions report, giving you a detailed history of all transactions across your connected financial institutions.
  2. Trial Balance: Opens and runs the Trial Balance Report, which lists the balances of all general ledger accounts to ensure debits and credits are equal at any given time.
  3. Income Statement: Opens and runs the Income Statement Comparative Report, allowing you to compare your revenue and expenses against previous periods to analyze profitability trends.
  4. Balance Sheet: Opens and runs the Balance Sheet Comparative Report, providing a side-by-side comparison of your assets, liabilities, and equity over different timeframes.
  5. Sales by Item: Opens and runs the Sales by Item Report, breaking down revenue by individual products or services to help identify your best-selling offerings.



Note: You can set the Business Pulse dashboard as your default landing page by checking the "Use as default" box in the top right corner of the screen.