Example Dashboard Preview

The dashboard provided below is for illustrative purposes only and represents an example of the analysis and insights that may be available. Actual results and insights will vary and are dependent on the accuracy, completeness, and quality of the data provided. No conclusions should be drawn without a full review of the underlying financial and operational information.

Cornerstone
Bookkeeping & Advisory, LLC

Your Business Intelligence
Dashboard

Upload any QBO export files — P&L, Balance Sheet, General Ledger, Customers, Vendors, and more. Mix and match; the more you upload, the richer your dashboard.

QuickBooks Online
Financial Reports
P&L, Balance Sheet, General Ledger, Trial Balance, AR Aging, Customers, Vendors, Employees
CSV or Excel (.xlsx) — upload multiple at once
Field Service / Operations
Operations Data
Jobs, work orders, timesheets — ServiceTitan, Jobber, Housecall Pro, or any FSM export
CSV or Excel (.xlsx)
or

Confirm Column Mapping

Most files were auto-detected. For any files marked Manual, select the correct columns below so we can calculate your metrics accurately.

Example Dashboard Preview

The dashboard provided below is for illustrative purposes only and represents an example of the analysis and insights that may be available. Actual results and insights will vary and are dependent on the accuracy, completeness, and quality of the data provided. No conclusions should be drawn without a full review of the underlying financial and operational information.

Performance Dashboard

Financial visibility beyond what your software shows you.

Financial OverviewQBO
Advisory InsightsAI Analysis
Revenue TrendsGL / P&L
Monthly Revenue vs. Expenses
Gross Margin: --
Revenue
Expenses
Net
Profitability IntelligenceDerived
Revenue Leakage Score
Invoiced vs. collected gap
Expense AnalysisP&L / GL
Collections & Customer HealthAR Aging
Balance Sheet & OperationsB/S
Uploaded Files
Files Processed This Session