Title: Ultimate Business Dashboard Author: Ziyad Bachalany Published: 26 de mayo de 2025 Last modified: 3 de octubre de 2026 --- Buscar plugins ![](https://ps.w.org/ultimate-business-dashboard/assets/banner-772x250.png?rev=3726036) ![](https://ps.w.org/ultimate-business-dashboard/assets/icon-256x256.png?rev=3726036) # Ultimate Business Dashboard Por [Ziyad Bachalany](https://profiles.wordpress.org/tulipwork/) [Descargar](https://downloads.wordpress.org/plugin/ultimate-business-dashboard.2.1.zip) * [Detalles](https://es-ar.wordpress.org/plugins/ultimate-business-dashboard/#description) * [Valoraciones](https://es-ar.wordpress.org/plugins/ultimate-business-dashboard/#reviews) * [Instalación](https://es-ar.wordpress.org/plugins/ultimate-business-dashboard/#installation) * [Desarrollo](https://es-ar.wordpress.org/plugins/ultimate-business-dashboard/#developers) [Soporte](https://wordpress.org/support/plugin/ultimate-business-dashboard/) ## Descripción 🚀 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](https://tulipemedia.com/en/ultimate-business-dashboard/). #### 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](https://translate.wordpress.org/projects/wp-plugins/ultimate-business-dashboard/). * **Donate**: Support ongoing development with a coffee! ☕ [Donate now](https://paypal.me/ziyadbachalany). * **Rate Me**: Love the plugin? Share a 5-star review on [WordPress.org](https://wordpress.org/support/plugin/ultimate-business-dashboard/reviews/#new-post) to help others discover it. * **Follow Me**: Stay updated on [Instagram](https://instagram.com/ziyadbachalany/), [LinkedIn](https://www.linkedin.com/in/ziyadbachalany/), [X](https://x.com/ziyadbachalany), [Facebook](https://www.facebook.com/ziyadbachalany), or [YouTube](https://www.youtube.com/channel/UClMfre0hj-UCxGocDleZxTQ). ### 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](https://zapier.com/privacy) and [Dext](https://dext.com/privacy-policy). 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](https://tulipemedia.com) and contributors. ### Support Need help? Visit our [support page](https://tulipemedia.com/en/ultimate-business-dashboard/) for documentation and FAQs, or ask the community on [WordPress.org](https://wordpress.org/support/plugin/ultimate-business-dashboard/). ### License This plugin is licensed under GPLv2 or later. ## Capturas [⌊Dashboard Overview (screenshot-1.png): View monthly and annual financial summaries with expandable details.⌉⌊Dashboard Overview (screenshot-1.png): View monthly and annual financial summaries with expandable details.⌉[ **Dashboard Overview** (screenshot-1.png): View monthly and annual financial summaries with expandable details. [⌊Invoices Management (screenshot-2.png): Manage, categorize, and spread invoice costs with a searchable and paginated table.⌉⌊Invoices Management (screenshot-2. png): Manage, categorize, and spread invoice costs with a searchable and paginated table.⌉[ **Invoices Management** (screenshot-2.png): Manage, categorize, and spread invoice costs with a searchable and paginated table. [⌊Data Input (screenshot-3.png): Enter monthly financial data (revenues, costs, taxes) for accurate tracking.⌉⌊Data Input (screenshot-3.png): Enter monthly financial data (revenues, costs, taxes) for accurate tracking.⌉[ **Data Input** (screenshot-3.png): Enter monthly financial data (revenues, costs, taxes) for accurate tracking. [⌊Financial Insights (screenshot-4.png): Analyze key metrics with interactive pie charts and comparison tools.⌉⌊Financial Insights (screenshot-4.png): Analyze key metrics with interactive pie charts and comparison tools.⌉[ **Financial Insights** (screenshot-4.png): Analyze key metrics with interactive pie charts and comparison tools. [⌊Dext Import (screenshot-5.png): Upload Dext CSV files with a clear template and validation.⌉⌊Dext Import (screenshot-5.png): Upload Dext CSV files with a clear template and validation.⌉[ **Dext Import** (screenshot-5.png): Upload Dext CSV files with a clear template and validation. [⌊Other Import (screenshot-6.png): Import invoices from any source using a custom CSV format.⌉⌊Other Import (screenshot-6.png): Import invoices from any source using a custom CSV format.⌉[ **Other Import** (screenshot-6.png): Import invoices from any source using a custom CSV format. [⌊Category Management (screenshot-7.png): Assign Fixed, Variable, or None types to categories for cost analysis.⌉⌊Category Management (screenshot-7.png): Assign Fixed, Variable, or None types to categories for cost analysis.⌉[ **Category Management** (screenshot-7.png): Assign Fixed, Variable, or None types to categories for cost analysis. [⌊Zapier Setup (screenshot-8.png): Configure automatic imports from Dext via Zapier webhooks.⌉⌊Zapier Setup (screenshot-8.png): Configure automatic imports from Dext via Zapier webhooks.⌉[ **Zapier Setup** (screenshot-8.png): Configure automatic imports from Dext via Zapier webhooks. [⌊Settings Management (screenshot-9.png): Configure plugin options and control data retention during uninstallation.⌉⌊Settings Management (screenshot-9.png): Configure plugin options and control data retention during uninstallation.⌉[ **Settings Management** (screenshot-9.png): Configure plugin options and control data retention during uninstallation. ## Instalación 1. Ensure your site runs WordPress 5.5+ and PHP 7.4+. 2. Upload the `ultimate-business-dashboard` folder to `/wp-content/plugins/` or install via the WordPress Plugins dashboard. 3. Activate the plugin through the **Plugins** menu in WordPress. 4. Navigate to **Business Dashboard** from the WordPress menu. 5. Go to “Imports”, and choose your preferred import method. 6. Enter financial data in the “Data” page for revenues, costs, taxes, and amortizations. 7. Explore financial metrics and charts in the “Ratios & Reports” page to gain insights into your business performance. ## Preguntas frecuentes ### 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. ## Reseñas No hay reseñas para este plugin. ## Colaboradores y desarrolladores “Ultimate Business Dashboard” es un software de código abierto. Las siguientes personas han colaborado con este plugin. Colaboradores * [ Ziyad Bachalany ](https://profiles.wordpress.org/tulipwork/) [Traduce “Ultimate Business Dashboard” a tu idioma.](https://translate.wordpress.org/projects/wp-plugins/ultimate-business-dashboard) ### ¿Interesado en el desarrollo? [Revisa el código](https://plugins.trac.wordpress.org/browser/ultimate-business-dashboard/), echa un vistazo al [repositorio SVN](https://plugins.svn.wordpress.org/ultimate-business-dashboard/), o suscríbete al [log de desarrollo](https://plugins.trac.wordpress.org/log/ultimate-business-dashboard/) por [RSS](https://plugins.trac.wordpress.org/log/ultimate-business-dashboard/?limit=100&mode=stop_on_copy&format=rss). ## Registro de cambios #### 2.1 – 28 February 2026 * Fixed: Saving annual provisions or manual amortizations for one year no longer erases values from previous years in the “Dashboard Data” page * Improved: Data persistence for annual fields (provisions and manual amortizations) across multiple years #### 2.0 – 19 January 2026 * Added: Occupancy Costs section in annual table * Improved: Right-alignment of amounts in all tables (screen + PDF/print) #### 1.9 – 17 December 2025 * Fixed: proper variation calculations for manual data entries (Personnel Costs, Other Costs, Interest). #### 1.8 – 23 November 2025 * Added: Print / Save as PDF button on the Ratios & Reports page * Added: New section “Depreciation, Amortisation & Provisions” in the dashboard grouping Manual Amortisation and Depreciation Expenses from invoices * Fixed: Amortised investment amounts from invoices are now properly calculated and displayed in the relevant dashboard sections * Fixed: “Depreciation Expenses (from Invoices)” now correctly displayed in French( instead of English only) * Improved: In “Data” page, renamed “Taxes” “Local Taxes (excl. VAT)” and moved this item under “Other Operating Expenses” in the dashboard #### 1.7 – 23 October 2025 * Added: New CSV export functionality for the dashboard, including the complete table structure with all sections, sub-rows, percentages, and variations, matching the dashboard display. * Added: Support for exporting CSV in the active WordPress language (e.g., French when WordPress is set to French), ensuring consistent translations for all metric labels. #### 1.6 – 22 October 2025 * Improved: Complete overhaul of the Dashboard page, now including Gross Margin, Occupancy Costs, EBITDA, Operating Profit, Depreciation and Provisions, Exceptional Charges, and Pre-Tax and Post-Tax Results for enhanced financial insights. * Added: New feature allowing invoices to be marked as amortizable investments. * Added: Support for Corporate Tax calculation options. * Improved: Optimized the Financial Dashboard for better readability and usability on smartphones. * Fixed: Corrected calculations for fixed and variable costs to ensure accuracy. * Improved: Comprehensive redesign of the Reports page for improved functionality and user experience. * Improved: Expense categories are now displayed in alphabetical order for better organization. #### 1.5 – 18 October 2025 * Removed: Migration code for version 1.3. * Added: Full French translation support for the plugin interface. * Improved: Moved “Delete All Invoices” action from its standalone button to the Settings page for a more streamlined user experience. * Added: New “Year” section at the bottom of the Dashboard. * Added: “Print” button to the Dashboard, allowing users to print the financial tables for reporting purposes. * Improved: Enhanced the Dashboard with a new “Previous Month” column and a “Variation” column to show changes in financial metrics, along with the percentage weight of each expense category relative to the monthly revenue. #### 1.4 – 18 July 2025 * Added: Direct integration with QuickBooks Online for automatic invoice imports, enabling seamless synchronization. * Improved: Plugin menu reorganized in the WordPress admin sidebar for clearer navigation and faster access to key features. #### 1.3 – 4 June 2025 * Added: New option to group categories by accounting code in Settings, ensuring invoices from the same expense account are assigned to a single category, regardless of the category name, facilitating standardized accounting plans. * Added: A new dropdown to edit the type field for invoices. * Added: Merge multiple categories to consolidate invoices. * Improved: Manual (Dext/Other CSV) and automatic (Dext via Zapier) imports to support accounting code grouping, ensuring new invoices use existing categories with matching codes when the option is enabled. * Improved: Categories in the financial dashboard for monthly and annual tables are now sorted alphabetically by name, enhancing readability. #### 1.2 – 29 May 2025 * Added: Editable fields for “Tax” and “Total Amount” on the Invoices page, with automatic calculation of “Net Amount”. * Added: Support for negative values to handle credits. #### 1.1 – 27 May 2025 * New: Added an option in Settings > Uninstall Settings to choose whether plugin data is deleted when uninstalling from the Plugins page. * New: Added a warning message on the Plugins page when data deletion is enabled, with a link to change the setting. * New: Added a new admin page to manage user access to Ultimate Business Dashboard features and assign custom roles (Viewer, Editor, Manager). #### 1.0 – 20 May 2025 * Initial release. * Added invoice management with categorization and spread functionality. * Integrated Dext via Zapier webhooks and CSV imports. * Supported custom CSV imports for any source. * Introduced financial tracking for revenues, costs, and taxes. * Implemented detailed financial reports with Chart.js pie charts. * Enabled responsive design for mobile and desktop. Stay tuned for future updates with new integrations and enhanced analytics! ## Meta * Versión **2.1** * Última actualización **hace 4 días** * Instalaciones activas **Menos de 10** * Versión de WordPress ** 5.5 o superior ** * Testeado hasta **7.1.3** * Versión de PHP ** 7.4 o superior ** * Idioma * [English (US)](https://wordpress.org/plugins/ultimate-business-dashboard/) * Etiquetas: * [business](https://es-ar.wordpress.org/plugins/tags/business/)[finance](https://es-ar.wordpress.org/plugins/tags/finance/) [invoices](https://es-ar.wordpress.org/plugins/tags/invoices/)[profit](https://es-ar.wordpress.org/plugins/tags/profit/) [reports](https://es-ar.wordpress.org/plugins/tags/reports/) * [Vista avanzada](https://es-ar.wordpress.org/plugins/ultimate-business-dashboard/advanced/) ## Valoraciones Todavía no se enviaron reseñas. [Your review](https://wordpress.org/support/plugin/ultimate-business-dashboard/reviews/#new-post) [Ver todas las reseñas](https://wordpress.org/support/plugin/ultimate-business-dashboard/reviews/) ## Colaboradores * [ Ziyad Bachalany ](https://profiles.wordpress.org/tulipwork/) ## Soporte ¿Tenés algo que decir? ¿Necesitás ayuda? [Ver el foro de asistencia](https://wordpress.org/support/plugin/ultimate-business-dashboard/) ## Donar ¿Te gustaría apoyar el progreso de este plugin? [ Doná a este plugin ](https://paypal.me/ziyadbachalany)