Xero Financials Overview Dashboard Template

Template created by Databox Databox
Stay on top of your financial performance with the Xero Financial Overview dashboard template. This interactive dashboard is the perfect fit for financial teams and accounting professionals. It displays key financial metrics from Xero, such as Total Income, Net Profit Margin, Return of Investment... and more, enabling you to monitor performance, analyze data, and make informed decisions about your financial strategy.

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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What you’ll learn from this Xero Financials Overview Dashboard template

Get quick updates on your book-keeping and accounting KPIs without hassle. Connect your Xero account and learn:

  • How do you keep track of your cash flow? Find out how much you’re making from the purchase of your products and/or services within a given time period. Monitor your cash flow stream and identify key periods of growth and decline in money coming in and take the required steps to get back on track if your cash flow is down.
  • How do you keep track of our monthly expenses? See how much your business spends monthly on operating and non-operating expenses. It is important to track this data as it lets you know if your expenses are higher or lower than your revenue; that way, you’re able to forecast your expenses accurately during the months your income is lower.
  • How do you measure our business’ financial performance and position? Track and visually monitor your most important financial KPIs - profitability metrics, such as net profit margin, gross profit margin, ROI, current assets to liabilities and more. Use this data to map out future growth opportunities for your business.
  • Keep an eye on your profit and loss KPIs Track and visually monitor your most important financial KPIs like total income, expenses, cost of goods sold and more. You can use this data to gain insights in to the health of your business and decide if a change in sales strategy is needed.
  • How do you keep track of assets and liabilities? Assess the financial health of your business at any given point in time. Keep tabs on net assets, as well as money owed to you (debtors) and money you owe to other people (creditors). Based on this data follow up on due payments to avoid paying excessive interest charges.

Pull additional data using our deep integration with Xero

What other campaign metrics can you track and visualize with our Xero integration? Among others:

  • Cash flow & Cash balance
  • Accounts receivable and payable
  • Consolidated net income
  • Net sales
  • Gross profit margin
  • Top customers, vendors and products

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.

Explore more Xero dashboards.

Xero Xero metrics included in this template
  • Average Creditors Days

    The Average Creditors Days metric is a measure of how long it takes a business to pay its suppliers. It is calculated by dividing accounts payables by the average daily cost of goods sold and is a key indicator of a company's cash flow management and supplier relationships.

  • Average Debtors Days

    Average Debtors Days is a financial metric that measures how quickly a company can collect its accounts receivable. It is calculated by dividing the total amount of accounts receivable by the average daily sales, and the result represents the number of days it takes for a company to collect its outstanding debts.

  • 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.

  • Gross Profit

    Gross Profit is a financial metric that shows the profit earned by a business after deducting the cost of goods sold from its revenue. It represents the amount of money left after accounting for the direct expenses associated with producing and selling a particular product or service.

  • 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.).

  • Total Income

    Total Income is the sum of all revenue earned by a business during a defined period of time, including sales, services, and other sources of income.

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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