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.
Get quick updates on your book-keeping and accounting KPIs without hassle. Connect your Xero account and learn:
What other campaign metrics can you track and visualize with our Xero integration? Among others:
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.
Cash Received during the specified Date Range (Bank Summary Report).
Cash Received during the specified Date Range split up by Bank Account (Bank Summary Report).
Cash Spent during the specified Date Range (Bank Summary Report).
Cash Surplus (deficit) during the specified Date Range (Executive Summary Report).
Closing Balance during the specified Date Range (Bank Summary Report).
Closing Balance during the specified Date Range split up by Bank Account (Bank Summary Report).
Total number of Creditors during the specified Date Range (Executive Summary Report).
Total number of Debtors during the specified Date Range (Executive Summary Report).
Expenses during the specified Date Range (Executive Summary Report).
Gross Profit Margin during the specified Date Range (Executive Summary Report).
Income during the specified Date Range (Executive Summary Report).
Net Assets during the specified Date Range (Balance Sheet Report).
Net Profit Margin during the specified Date Range (Executive Summary Report).
Other Income during the specified Date Range (Executive Summary Report).
Return of Investment (p.a.) during the specified Date Range (Executive Summary Report).
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.
Visualizing your performance data in a way that’s easy for everyone to interpret is the first step toward actually improving performance. So, what can you do when any of these metrics is trending down?
Here are a few resources on how to track your cash flow, payments, invoicing, and more:
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