Must-Have Xero Dashboard Examples and Templates
All Xero dashboard templates come pre-built with some of the most commonly tracked Xero metrics from the most popular tools. You can customize your templates at any time.
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Xero templates
Track some of the most common Xero metrics and KPIs and analyze your performance with just a few clicks.
This dashboard provides insights into net cash flow, bank balances, cash inflows and outflows, and key cash flow metrics like days payable/receivable and outstanding payments. It helps businesses monitor liquidity and optimize financial planning.
The Xero Balance Sheet Overview dashboard provides insights into assets, liabilities, and equity trends. It includes key financial metrics like liquidity, solvency, and profitability ratios, along with a breakdown of current assets and liabilities.
E-commerce Financial Dashboard (WooCommerce + Xero)
Optimize e-commerce leadership with our WooCommerce + Xero dashboard. Monitor Sales Funnel, Performance, Profit & Loss, Revenue, Expenses, and Cash Flow metrics for actionable insights.
E-commerce Financial Dashboard (Shopify + Xero)
Optimize your e-commerce strategy with our Shopify & Xero dashboard. Monitor Orders, Gross Sales, Net Sales, Average Order Value, and Cash Flow for comprehensive insights into sales performance and revenue.
The Xero Profit & Loss (P&L) Overview dashboard provides a detailed view of income, expenses, gross profit, and net profit trends. It includes net profit breakdowns by type and visual comparisons of revenue vs. expenses over time.
SaaS Financial Dashboard (Stripe + Xero + HubSpot)
Lead with confidence using our "SaaS Leadership Dashboard" powered by Stripe and Xero. Get real-time insights into financial and operational metrics for informed decision-making. Elevate your SaaS business effortlessly.
Get a financial snapshot with our "Financial Overview Dashboard." Tailored for decision-makers, it offers real-time insights into revenue, expenses, and profitability. Drive financial success effortlessly.
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.
You don't use Xero?
You can build a dashboard with any data using our 130+ one-click integrations, incl. Zapier, Make, Google Sheets, or a SQL database.
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Frequently asked questions
What Is a Xero Dashboard?
A Xero Dashboard gives you an immediate snapshot of your business’s financial status. By tracking your key financial metrics in real-time on a Xero dashboard, you will be able to catch any sudden changes or anomalies and address the root causes, thus ensuring the continual financial growth of your business.
What Should Be Included in a Xero Dashboard?
Your Xero dashboard should include key metrics such as cash flow, outstanding invoices, bills to pay, and bank balances to ensure that you can always get a quick overview of your business finances.