內容簡介
Ultimate Business Dashboard 將您的 WordPress 控制台轉變為即時利潤儀表板，讓您隨時掌握財務狀況，無需等待會計年度報告。透過即時更新的收入報表，輕鬆追蹤收入、支出及關鍵財務比率。
【主要功能】
• 即時損益表：快速查看當月及當年的淨利潤與利潤率
• 發票管理：從 Dext、QuickBooks 或自訂 CSV 檔案導入與管理發票
• 財務追蹤：輕鬆輸入每月收入、成本、稅金及攤銷
• 報告與比率：生成詳細的財務報告，並以圓餅圖視覺化
• Dext 整合：透過 Zapier 網路鉤子或 CSV 匯出無縫導入發票
• QuickBooks 整合：直接從 QuickBooks 帳戶導入發票
外掛標籤
開發者團隊
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.
