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