Skill
Profit and loss Dashboard
Use natural language to get the profit and loss report from QuickBooks Online. Hala Assistant helps QuickBooks Online users to get all the data via conversational Ui.
Dashboard elements
The dashboard includes the next sections:
- Total Income. Bar chart of total income for a particular period split by days/months/quarters in comparison with the previous year
- Total Expenses. Bar chart of total expenses for a particular period split by days/months/quarters in comparison with the previous year
- Gross profit. Gross profit amount in comparison to the previous year, and the percentage changes
- Net Operating Income. Net operating income amount in comparison to the previous year, and the percentage changes
- Net income. Net income amount in comparison to the previous year, and the percentage changes
- Gross profit margin. Informaiton about the gross profit margin in percentage. The calculation formula is (Gross Profit/Income)*100
How to use
As an example, you can use the next utterances to execute this skill:
Profit and loss report
PL dashboard
PL for the last month
PL for the period from 1st of January till 31th of December 2020
Default values
If you do not provide the period in your initial query, Hala will use the next period by default: This Fiscal Year-to-date
Dashboard options
For each dashboard, Hala has additional options that can be executed by users when they see the dashboard
- Change the dates - Allows you to change the dates for the information represented on the dashboard.
Integration
This skill is by default available for the next enterprise software:
