Xero Balance Sheet Overview Dashboard Template

Template created by Databox Databox

Use this free, easy-to-use, and customizable Xero Balance Sheet Overview Dashboard Template to get a real-time snapshot of your company’s financial health. Automatically sync your Xero data to track assets, liabilities, and equity—without the hassle of manual reporting. Identify trends, uncover opportunities, and make informed financial decisions with ease, all in one centralized dashboard.

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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Xero Xero metrics included in this template
  • Current Assets to Liabilities

    Current Assets to Liabilities metric compares the amount of short-term resources available to a company to meet its current obligations. It is a measure of liquidity and financial health.

  • Return of Investment (p.a.)

    Return on Investment (ROI) is a financial metric used to evaluate the profitability of an investment. It measures the gain or loss of an investment relative to the initial cost, expressed as a percentage per year (p.a.).

  • Equity - Xero
  • Total Assets

    Total Assets represents the total value of an organization's resources, including cash, accounts receivable, inventory, property, and equipment.

  • Total Liabilities

    Total Liabilities is a financial metric that shows the total amount of obligations owed by a business to creditors and other parties, including loans, accounts payable, and accrued expenses.

  • Current Liabilities by Liability

    The Current Liabilities by Liability metric measures the proportion of a company's short-term debts compared to their long-term debts, providing insight into the company's ability to meet its obligations in the near future.

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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