Xero Dashboard Template

Template created by Databox Databox
Get a comprehensive overview of your cash flow, bank accounts, sales, income, and expenses in Xero and keep your business books in order.

Uses one-click integrations:

  • Xero Xero

If you don’t use Xero, you can pull data from any of our 100+ one-click, native integrations or from spreadsheets, databases and other APIs.

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What you’ll learn from this Xero Dashboard template:

Get quick updates on your book-keeping and accounting KPIs without hassle. Connect your Xero account and learn:

  • How do we keep track of our monthly income? Find out how much you’re making from the purchase of your products and/or services within a given month. Monitor your income stream and identify key periods of growth and decline in money coming in and take the required steps to get back on track if your income flow is down.
  • How do we keep track of our monthly expenses? See how much your business spends monthly on operating and non-operating expenses. It is important to track this data as it lets you know if your expenses are higher or lower than your revenue; that way, you’re able to forecast your expenses accurately during the months your income is lower.
  • How do we measure our business’ financial performance? Track and visually monitor your most important financial KPIs/ profitability metrics, such as net profit/loss, gross profit/loss, income, expenses, return on investment, and more. Use this data to map out future growth opportunities for your business.
  • How do I track cash transactions that occurred during a specific period? See how cash is distributed within and out of your business during a period of time. Keep your eye on how much cash your business receives and spends within a specific month, as well as cash surplus and your closing balance.
  • How do I track a bank transaction? See how cash comes in and goes out of your business’ bank accounts. Get up-to-date information on the state of your finances in regards to bank balance after withdrawals or transfers and deposits to your accounts.
  • How do we keep track of assets and liabilities? Assess the financial health of your business at any given point in time. Keep tabs on net assets, as well as money owed to you (debtors) and money you owe to other people (creditors). Based on this data follow up on due payments to avoid paying excessive interest charges.

Pull additional data using our deep integration with Xero

What other campaign metrics can you track and visualize with our Xero integration? Among others:

    • Cash flow & Cash balance
    • Accounts receivable and payable
    • Consolidated net income
    • Net sales
    • Gross profit margin
    • Top customers, vendors and products

    There are many different metrics and metric combinations you can track using this integration. And in Databox, you can quickly visualize your most important financial metrics in various ways to help you create consolidated reports.

    Read more about Databox’s Xero integration.

Xero Xero metrics included in this template
  • Cash Received

    The Cash Received metric in Xero indicates the total amount of cash that a business has received within a specific period, such as a month or a quarter. It includes all cash payments from sales, accounts receivable, and other sources, providing an accurate measure of a company's cash flow.

  • Cash Received by Bank Account

    The Cash Received by Bank Account metric tracks the total amount of cash received by a specific bank account over a given period of time. It includes all payments, deposits, and other sources of revenue that have been credited to the account.

  • Cash Spent

    Cash Spent is a financial metric that tracks the total amount of cash a company has spent over a given period of time. It helps businesses assess their expenses and manage their cash flow effectively.

  • Closing Balance

    Closing balance is the amount remaining in a Xero account at the end of a period and is calculated by subtracting total expenses and withdrawals from total deposits and income.

  • Closing Balance by Bank Account

    The Closing Balance by Bank Account metric in Xero shows the total balance remaining in each of your linked bank accounts as of the end of the selected accounting period.

  • Creditors

    The Creditors metric in Xero tracks the amount of money a business owes to its suppliers or vendors for goods or services received but not yet paid. It helps monitor the company's financial liability and cash flow management.

  • Debtors

    The Debtors metric in Xero measures the total amount of money owed to a company by its customers, indicating the level of outstanding debts and the company's ability to collect payment.

  • Income

    The Income metric reflects the total revenue generated by a business during a specific period, including sales, services, and other sources of income.

  • Net Assets

    Net Assets is the total value of an organization's assets minus its liabilities. It reflects the overall financial health of the business and is used to determine the company's ability to pay off long-term debt and generate future profits.

  • Other Income

    Other Income is a revenue source recorded in Xero that is not derived from a business's primary activity or core operations. It includes proceeds from one-time events, investments, or sale of assets.

  • Profit (Loss)

    Profit (Loss) measures the financial success or failure of a business by calculating the difference between revenue and expenses. It shows the amount of money a business has earned or lost during a specific period, usually a year.

Customize this dashboard with Databox

Sometimes, you’ll want to dive deeper into performance. When you need to customize this template (or any other dashboard) to include different metrics, add metrics from different sources, etc., you can do so by using Databox’s Dashboard Designer.

The Designer allows you to easily drag-and-drop metrics and visualizations from any data source right into your dashboard.

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