DASHBOARD EXAMPLES /
Xero

Must-Have Xero Dashboard Examples and Templates

All Xero dashboard templates come pre-built with some of the most commonly tracked Xero metrics from the most popular tools. You can customize your templates at any time.

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Xero templates

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

E-commerce Financial Dashboard (WooCommerce + Xero)

Optimize e-commerce leadership with our WooCommerce + Xero dashboard. Monitor Sales Funnel, Performance, Profit & Loss, Revenue, Expenses, and Cash Flow metrics for actionable insights.

Dashboard example

E-commerce Financial Dashboard (Shopify + Xero)

Optimize your e-commerce strategy with our Shopify & Xero dashboard. Monitor Orders, Gross Sales, Net Sales, Average Order Value, and Cash Flow for comprehensive insights into sales performance and revenue.

Dashboard example

Xero Cash Flow Overview

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.

Dashboard example

Xero Financials Overview

Get a financial snapshot with our "Financial Overview Dashboard." Tailored for decision-makers, it offers real-time insights into revenue, expenses, and profitability. Drive financial success effortlessly.

Dashboard example

Xero Balance Sheet Overview

The Xero Balance Sheet Overview dashboard provides insights into assets, liabilities, and equity trends. It includes key financial metrics like liquidity, solvency, and profitability ratios, along with a breakdown of current assets and liabilities.

Dashboard example

Xero Profit & Loss (P&L)

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.

Dashboard example

Xero Account Balance Overview

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.

Dashboard example

SaaS Financial Dashboard (Stripe + Xero + HubSpot)

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.

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
Create a new dashboard using our Designer tool

Name your dashboard

Name your dashboard
Name your dashboard

Select a data source

Select a data source
Select a data source

Drag-and-drop pre-built metrics from that source to your dashboard

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

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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More Dashboard Examples and Templates

Explore all the different ways you can use Databox to gain better data insights needed to drive better business decisions. Discover our pre-built templates from various integrations that businesses use on a daily basis to improve performance.

Google Analytics 4
HubSpot Marketing
HubSpot CRM
HubSpot Service
Facebook Ads
Facebook Pages
Google Ads
Instagram Business
Google Search Console
LinkedIn Company Pages
X (Twitter)
Shopify
YouTube
Google Business Profile
Mailchimp
LinkedIn Ads
Stripe
ActiveCampaign
QuickBooks
SEMrush
Pipedrive CRM
Xero
WooCommerce
GitHub
Harvest
Klaviyo
CallRail
Microsoft Advertising
Intercom
Mixpanel
Google AdSense
AccuRanker
Google Play
X (Twitter) Ads
TikTok Ads
PayPal
Eventbrite
Help Scout Mailbox
Moz
Vimeo
Wistia
Jira
Bitbucket
SharpSpring
Drift
Google AdMob
Adobe Analytics
SendGrid
ProfitWell
Outreach
Campaign Monitor
Marketo
StackAdapt
Infusionsoft by Keap
SurveyMonkey
Copper
Pardot
Help Scout Docs
Vimeo OTT
Appfigures
Freshdesk
FreshBooks
ChartMogul
Ahrefs
BigCommerce

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