Discover our pre-built templates from various integrations that businesses use on a daily basis to improve performance. A Xero Dashboard gives you an immediate snapshot of your business’s financial status. The Xero Profit & Loss (P&L) Overview dashboard provides a detailed view of income, expenses, gross profit, and net profit trends. It includes key financial metrics like liquidity, solvency, and profitability ratios, along with a breakdown of current assets and liabilities. The Xero Balance Sheet Overview dashboard provides insights into assets, liabilities, and equity trends. Monitor Sales Funnel, Performance, Profit & Loss, Revenue, Expenses, and Cash Flow metrics for actionable insights.
How Evenbound Streamlined Reporting & Boosted Client Results
Identify your best-selling offerings through a ranking of products or services by revenue generation. Gain a clear snapshot of your company’s financial position with visualizations comparing assets, liabilities, and equity. This metric allows you to focus relationship management efforts on your most important clients and develop targeted retention strategies for these key revenue sources. Identify your most valuable clients through clear visualizations showing your top 10 customers ranked by revenue contribution. Track the trends in your revenue with column charts showing monthly values for convenience store and retail back-office software both paid and unpaid invoices.
- Boost revenue and LTV by connecting sales, conversion, and campaign data to optimize smarter and faster.
- Monitor available funds across all your linked bank and cash accounts with a consolidated view that’s updated with your latest financial data.
- Build interactive dashboards anyone can understand.
- A Xero Dashboard gives you an immediate snapshot of your business’s financial status.
- It includes net profit breakdowns by type and visual comparisons of revenue vs. expenses over time.
Must-Have Xero Dashboard Examples and Templates
The dashboard also displays account balances by currency, which is particularly valuable for businesses handling multi-currency transactions. This metric provides a fundamental understanding of your business’s financial health and stability at a glance. The Xero dashboard provides both bar charts and pie charts showing each customer’s proportion of total sales. The dashboard presents this information in summary tables, helping you identify at-risk receivables that require immediate attention.
Templates & Tools
Boost revenue and LTV by connecting sales, conversion, and campaign data to optimize smarter and faster. By tracking this information, you can make more informed decisions about vendor relationships, negotiate better terms based on historical spending, and optimize your procurement strategy. This metric is crucial for managing collection priorities and maintaining healthy cash flow by addressing potential payment issues before they impact your financial position. It displays unpaid and overdue bills by vendor and aging period, allowing you to identify your major creditors and prioritize payments effectively.
Visualize your performance
These resources walk you through everything from setting up your account to mastering bank reconciliation, invoicing, payroll, and reporting. Drive financial success effortlessly. Elevate your SaaS business effortlessly. Optimize your e-commerce strategy with our Shopify & Xero dashboard. Optimize e-commerce leadership with our WooCommerce + Xero dashboard.
Team Contributors
Xero’s dashboard template provides you with insights about cash flow, bank accounts, sales and expenses entered in Xero to stay on top of your business. The dashboard also tracks monthly dynamics of both paid and unpaid invoices, helping you prevent cash flow gaps and make data-driven decisions about customer communications. Get a financial snapshot with our “Financial Overview Dashboard.” Tailored for decision-makers, it offers real-time insights into revenue, expenses, and profitability. This metric helps you understand cash flow patterns, identify potential liquidity concerns, and ensure effective management of your financial resources. These insights enable better cash flow management and more strategic vendor relationship decisions.
More Dashboard Examples and Templates
The report includes balance sheet visualizations with clear assets versus liabilities comparisons.
The dashboard presents charts depicting balance sheet components as of the end of last month and currently, allowing you to track changes and identify trends over time. This time-based analysis helps you identify patterns in your business cycle, detect seasonal fluctuations, and highlight unexpected dips or increases. Xero accounts payable dashboard provides a comprehensive historical view of all your vendor bills over the past 12 months. The accounts payable report offers an overview of your bills and vendor relationships, so you can understand who your main creditors are and how much you owe them. A well-designed Xero reporting dashboard should include several key financial reports that provide complete visibility into your company’s performance.
Create custom xero dashboards or use predesigned templates for your reporting
- Get real-time insights into financial and operational metrics for informed decision-making.
- The report shows the distribution of overdue amounts by customer and time period (current, up to 30 days, days, days, and 90+ days).
- These resources walk you through everything from setting up your account to mastering bank reconciliation, invoicing, payroll, and reporting.
By understanding these revenue patterns, you can make more accurate business forecasts and adjust your strategies to accommodate predictable fluctuations. Xero accounts receivable dashboard offers a detailed breakdown of your unpaid and overdue invoices. This insight is essential for monitoring profitability, controlling costs, and assessing how well your business is managing expenses relative to income. For example, you can offer loyalty incentives to high-value customers and adjust your inventory or service offerings based on performance data.
What Is a Xero Dashboard?
Win and retain more clients by turning ad, CRM, and web data into automated, ROI-driven reports. Accelerate growth by aligning finance, product, and go-to-market data so teams make smarter decisions. This metric supports more effective inventory management, marketing focus, and product development decisions by showing you exactly where your revenue is coming from at the product level. This metric helps you evaluate suppliers by payment volume and understand your spending patterns across different vendors.
You can customize your templates at any time. See how DispatchTrack used data to align teams, boost accountability, and transform its company culture. Track key metrics and execute day-to-day work within a team. Monitor team performance and guide priorities. Track high-level KPIs and align the business. Share performance updates automatically, in any format.
Analyze your payment history with a summary chart showing bills previously paid to each vendor. Track how your cash position evolves over the reporting period with visualizations that highlight increases and decreases in your available funds. This metric simplifies day-to-day cash management and helps ensure you maintain sufficient liquidity for operational needs.
This long-term perspective is valuable for vendor negotiations, budget planning, and optimizing payment terms. With this information, you can identify your tax articles major debtors, understand how much they owe, and prioritize your collection efforts accordingly. It shows the top customers by debit debt and visualizes each customer’s share in your accounts receivable through intuitive charts.
The financial report delivers critical performance monitoring through profit and loss overviews. Xero is a cloud-based accounting software designed to simplify financial management for small businesses, freelancers, and accountants. Let us know what you are trying to build and our team of experts will help you turn your data into actionable insights.
Discover how Conair automated reporting and made insights from all brands accessible company-wide. See how Evenbound saved time by automating reporting, freeing their team to focus on improving results for clients. Report performance and delivers insights to clients.
With these insights, you can make data-driven decisions on customer communication and activities aimed at settling outstanding debts. The report shows the distribution of overdue amounts by customer and time period (current, up to 30 days, days, days, and 90+ days). The report highlights net cash changes over the reporting period, giving you a clear picture of your financial stability and liquidity position to ensure effective financial management. They compare revenue against expenses across multiple time periods—last month, month to date, and year to date.
This insight helps you target marketing efforts, develop customer retention strategies, and allocate resources to the most profitable aspects of your business. You can see your most valuable customers ranked by revenue contribution and identify which products or services generate the most income. Xero revenue dashboard provides a clear visualization of your revenue distribution across customers and adjusting entry example: depreciation products. The accounts receivable report provides a clear overview of your unpaid and overdue invoices.
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