Ultimate Business Dashboard

توسط Ziyad Bachalany

🚀 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.
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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.

Ensure your site runs WordPress 5.5+ and PHP 7.4+.
Upload the ultimate-business-dashboard folder to /wp-content/plugins/ or install via the WordPress Plugins dashboard.
Activate the plugin through the Plugins menu in WordPress.
Navigate to Business Dashboard from the WordPress menu.
Go to “Imports”, and choose your preferred import method.
Enter financial data in the “Data” page for revenues, costs, taxes, and amortizations.
Explore financial metrics and charts in the “Ratios & Reports” page to gain insights into your business performance.

سوالات متداول

Can I set up automatic invoice imports?

Yes! Simply choose your accounting software (Dext or QuickBooks Online) and follow the instructions in the plugin’s import settings. For Dext, integration is done via Zapier (webhook), while QuickBooks Online connects directly. Every time a new invoice is added to your accounting tool, the plugin extracts the data and automatically feeds your financial dashboards. Others accounting solutions will be added in the future.

What is the CSV format for manual imports?

Required columns: Receipt ID, Type, Date, Supplier, Category/Compte, Net Amount, Tax Amount, Total Amount, and optional Invoice Number. Check templates on the “Dext Import” or “Other Import” pages.

How can I manage my business finances without automatic import?

Manually import your invoices each month using the “Other Import” feature with a custom CSV format. This allows you to track your profitability month by month and make informed decisions about your business performance.

Can I spread invoice costs over multiple months?

Yes, in the “Invoices” page, select “Spread Charges” or “Investment (Amortized)” for any invoice, specify the number of months, and set a start date.

Is the plugin mobile-friendly?

Yes, the plugin features a responsive design, ensuring all pages (dashboard, invoices, reports) are usable on mobile devices.

Can I delete my data?

Yes, in the “Settings” page, enable “Delete Data on Uninstall” to remove all plugin data when deactivating the plugin. You can also use the “Reset Data” option to clear all data without uninstalling, giving you full control over your information.