Back to all KPIs

Value of New Balance Transactions

Amount of money you’ve spent on transactions in the last billing period.

Value of New Balance Transactions

What is Value of New Balance Transactions?

There are different transactions that you or your employees can do with the company’s credit card. This KPI takes into account payments, purchases, transfers, fees, and any other transaction that your company needs. These, therefore, will impact your next balance, since they’ll determine the amount of money that you have left after the billing period.

This KPI, therefore, gives you the best real-time insight into your balance at all times, allowing you to act fast on it to stay on top of your expenses. It can also give you great learnings to understand where your transactions are going and readjust them if needed.

Pre-built widgets to display Value of New Balance Transactions

Value of New Balance Transactions

month to date

Value of New Balance Transactions

How to calculate Value of New Balance Transactions?
(
Sum(New Balance Transaction,Amount)
)
Supported integrations
Stripe Stripe

How it works

1. Connect your data sources

One-click real-time integration with our dashboards to the most popular CRM, support and other business systems.

See our integrations

2. Build dashboards

Use our prebuilt KPI dashboards or customize your own by using formulas to calculate more advanced metrics.

Learn more about our dashboards

3. Boost team performance

Share real-time insights with your team and boost performance by 20% with visualizing data on dashboards.

Read our customer stories

Boost performance with real-time insights

Plecto is a data visualization software that helps you motivate your employees to reach new limits and stay on top of your business.

Plecto

Start 14-day free trial

Get started in minutes. No credit card required.