前言介紹
- 這款 WordPress 外掛「Ultimate Business Dashboard」是 2025-05-25 上架。
- 目前尚無安裝啟用數，是個很新的外掛。如有要安裝使用，建議多測試確保功能沒問題！
- 上一次更新是 2026-01-19，距離現在已有 38 天。
- 外掛最低要求 WordPress 5.5 以上版本才可以安裝。
- 外掛要求網站主機運作至少需要 PHP 版本 7.4 以上。
- 尚未有人給過這款外掛評分。
- 還沒有人在論壇上發問，可能目前使用數不多，還沒有什麼大問題。
外掛協作開發者
外掛標籤
profit | finance | reports | business | invoices |
內容簡介
**總結：**
Ultimate Business Dashboard 將您的 WordPress 控制面板轉換成簡單、功能性和實用的財務儀表板，適用於企業所有者和企業家。通過與 Dext 整合，可通過 Zapier 自動導入發票，或使用靈活的 CSV 文件從任何來源手動上傳發票。輕鬆跟踪收入、費用和關鍵財務比率，並通過交互式餅圖可視化您的表現。
**問題與答案：**
- **這款外掛為誰設計的？**
- 這款外掛設計供應商，如面包店、咖啡店、餐廳、零售店和協會等需要將財務管理流程化的企業所有者使用。
- **如何幫助自由工作者？**
- 自由工作者可以使用本工具來跟踪發票和支出，方便管理財務。
- **提供了哪些財務報告功能？**
- 本外掛可以生成詳細的財務報告，包括毛利率、淨利率、工資比率和損益平衡點等指標，並通過餅圖可視化提供實用的見解。
- **這款外掛的數據處理是否符合 GDPR 規範？**
- 是的，Ultimate Business Dashboard將發票數據存儲在您的 WordPress 數據庫中，在使用 Zapier 或 Dext 進行自動導入時，數據通過這些第三方服務進行處理。您可以在“設置”頁面中使用“刪除插件時的數據”和“重置數據”選項來從您的 WordPress 數據庫中刪除所有本地存儲的數據，支持 GDPR 的消除權。對於由 Zapier 或 Dext 等第三方服務處理的數據，您必須直接通過它們的平台管理刪除。
- **這款外掛的授權是什麼？**
- 這款外掛根據 GPLv2 或更新版進行許可。
原文外掛簡介
🚀 Ultimate Business Dashboard turns your WordPress admin into a real‑time profit cockpit. Stop flying your company blind. Instead of waiting for your accountant’s annual report, you get a clear, month‑by‑month income statement—updated the instant an invoice is issued or an expense is recorded.
🛠️ Integrate with Dext and QuickBooks for automatic invoice imports, or manually upload invoices from any source using flexible CSV files. Track revenues, expenses, and key financial ratios with ease, and visualize your performance with interactive pie charts.
With Ultimate Business Dashboard, take control of your finances like never before:
Real‑time P&L: Know your net profit and margins for the current month and year at a glance. Say goodbye to the trap of relying on cash flow alone, which misleads many entrepreneurs until it’s too late.
Flexible data sources: Connect Dext or QuickBooks for automatic imports, or upload any CSV you like.
Turn invoices into insights: Pie charts and KPIs translate raw figures into insights everyone can grasp.
Empower your business with simple, smart financial tools—start today in your WordPress dashboard!
Learn more at Tulipe Media.
Features
Invoice Management: Import, view, categorize, edit and manage invoices from Dext, QuickBooks or custom CSV files for streamlined bookkeeping.
Ratios & Reports: Generate detailed financial reports with metrics like gross margin, net margin, payroll ratio, and break-even point, visualized with pie charts for actionable insights.
Dext Integration: Seamlessly import invoices from Dext using Zapier webhooks or CSV exports to save time.
QuickBooks Integration: Seamlessly import invoices directly from your QuickBooks account.
Custom CSV Imports: Import invoices from any source with a flexible CSV format for maximum compatibility.
Financial Tracking: Enter monthly revenues, costs, taxes, and amortizations to monitor your business performance effortlessly.
Category Management: Assign categories to invoices and tag them as Fixed, Variable, or None for precise cost analysis and better budgeting.
Spread Functionality: Spread invoice costs over multiple months or amortize investments for accurate financial planning and forecasting.
User Management: Assign custom roles (Viewer, Editor, Manager) to control access and permissions for dashboard features, ensuring secure and tailored user experiences.
Settings Management: Easily reset or uninstall the plugin with full control over data retention for a worry-free experience.
Responsive Design: Fully responsive interface for desktop and mobile devices, ensuring accessibility anywhere.
Who’s This For?
Business Owners looking to streamline financial management, such as bakeries, coffee shops, restaurants, retail shops and associations.
Freelancers needing a simple tool to track invoices and expenses.
Firms seeking actionable financial insights without complex software.
Contribute
🌐 Translate: Help make the plugin accessible worldwide! Contribute translations at WordPress Translate.
Donate: Support ongoing development with a coffee! ☕ Donate now.
Rate Me: Love the plugin? Share a 5-star review on WordPress.org to help others discover it.
Follow Me: Stay updated on Instagram, LinkedIn, X, Facebook, or YouTube.
GDPR Compliance
Ultimate Business Dashboard stores invoice data locally in your WordPress database. When using Zapier or Dext for automatic imports, data is processed by these third-party services. Ensure your Zapier and Dext accounts comply with GDPR by reviewing their privacy policies at Zapier and Dext. The plugin provides “Delete Data on Uninstall” and “Reset Data” options in the “Settings” page to remove all locally stored data (e.g., invoices, categories) from your WordPress database, supporting GDPR’s right to erasure. For data processed by third-party services like Zapier or Dext, you must manage deletion directly through their platforms.
Credits
Developed with ❤️ by Ziyad Bachalany and contributors.
Support
Need help? Visit our support page for documentation and FAQs, or ask the community on WordPress.org.
License
This plugin is licensed under GPLv2 or later.
各版本下載點
- 方法一：點下方版本號的連結下載 ZIP 檔案後，登入網站後台左側選單「外掛」的「安裝外掛」，然後選擇上方的「上傳外掛」，把下載回去的 ZIP 外掛打包檔案上傳上去安裝與啟用。
- 方法二：透過「安裝外掛」的畫面右方搜尋功能，搜尋外掛名稱「Ultimate Business Dashboard」來進行安裝。
（建議使用方法二，確保安裝的版本符合當前運作的 WordPress 環境。
1.0 | 1.1 | 1.2 | 1.3 | 1.4 | 1.5 | 1.6 | 1.7 | 1.8 | 1.9 | 2.0 | trunk |
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