Xero Financials Overview Dashboard Template

Uses one-click integrations:

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.

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.
Closing Balance
Closing balance is the amount remaining in a Xero account at the end of a period and is calculated by subtracting total expenses and withdrawals from total deposits and income.
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.).