Sales Metrics and Customer Insights from Your QuickBooks Data

 In Add-ons / Apps for QuickBooks, Better Business Finances, Post, Profit Improvement Tips, QuickBooks Desktop, QuickBooks Enterprise, QuickBooks for Mfg + Distributors, QuickBooks for Service Businesses, QuickBooks Online (QBO), QuickBooks Reports, QuickBooks Tips and Training

Looking for more customer insights and analytics than QuickBooks can provide?

Maybe you’d like to see a breakdown of new customers (and sales $) vs. existing customers (and their sales $)? Something like this:
New vs Existing Customer Data from QuickBooks

Good luck trying to get that out of QuickBooks!

Good news…We can get it out of the Tally Street add-on for QuickBooks!

THE TALLY ST SALES AND CUSTOMER METRICS ADD-ON FOR QUICKBOOKS

In part 1 of this series, we’ll take a closer look at the weekly report that Tally St provides to help you quickly understand what’s happening in your customer base.

Enjoy!

PUTTING TALLY ST TO WORK IN YOUR BUSINESS

As a member of the Tally St accountants program, I am able to offer this platform to you as part of my advisory services. Feel free to contact me so we can explore this solution in more detail for your business.

Due to a recent purchase of Tally St by Right Networks, this platform is only available to accountants so they can offer these insights to their clients.

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