Free Xero Dashboard Examples and Templates

Xero templates

Track some of the most common Xero metrics and KPIs and analyze your performance with just a few clicks.
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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.

How to Create a Xero Dashboard

With our dashboard design wizard, building a dashboard in Databox is as simple as connecting a data source, choosing the metrics you need from our Metrics Library, and waiting for your data to populate -- which only takes a few seconds. No coding and design skills are required.

Create a new dashboard using our Designer tool
Create a new dashboard using our Designer tool
Name your dashboard
Name your dashboard
Select a data source
Select a data source
Drag-and-drop pre-built metrics from that source to your dashboard or drag a blank visualization first and select the metric you’d like to associate with it.
Drag-and-drop pre-built metrics from that source to your dashboard
Customize each metric block by date range, comparisons, goals, and more.
Customize each metric block
no-code designer

Visualize your performance

Just drag and drop the metrics you want to visualize, then toggle between visualizations or compare performance to other timelines in a few clicks.
Designer screen
  • Drag & drop your metrics

  • No-code editor

    No-code editor

  • Fully customizable

    Fully customizable

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Let us know what you are trying to build and our team of experts will help you turn your data into actionable insights.

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