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Xero Budget Summary by Type

The Budget Summary by Type metric provides a breakdown of budgeted amounts for income and expenses by category type.

With Databox you can track all your metrics from various data sources in one place.

Budget Summary by Type 2.190,879 Start tracking this metric
  • About
  • Technical Details
What is "Budget Summary by Type"?
The Budget Summary by Type metric in Xero gives a clear and concise summary of your budget breakdown by category, allowing you to see how much you have allocated for each type of expense or income. This information is displayed in an easy-to-read chart, providing valuable insights into your business's financial health and identifying any potential areas where you may need to adjust your budget. With this metric, you can make informed decisions about your finances and keep your business on track.
Example: A small business owner can use the Budget Summary by Type metric in Xero to easily track and analyze their expenses, such as rent, utilities, salaries, and advertising, against their projected budget for the month or year.

Visualizations

  • Databox visualization

    Bar and Line Chart

    Used to show comparisons between values.

How to track Budget Summary by Type in Databox?

Databox is a business analytics software that allows you to track and visualize your most important metrics from any data source in one centralized platform.

To track Budget Summary by Type using Databox, follow these steps:

  1. 1
    Connect Xero that contains the metric you want to track
  2. 2
    Select the metric you want to track from the list of available metrics
  3. 3
    Drag and drop the selected metric onto your dashboard
  4. 4
    Watch your dashboard populate in seconds
  5. 5
    Put Budget Summary by Type on the Performance screen
  6. 6
    Get Budget Summary by Type performance daily with Scorecards or as a weekly digest
  7. 7
    Set Goals to track and improve performance of Budget Summary by Type
Xero integration with Databox Track Budget Summary by Type from Xero in Databox GET STARTED

General

  • Description
    The Budget Summary by Type metric provides a breakdown of budgeted amounts for income and expenses by category type.
  • Category
    Accounting
  • Subcategory
    Income
  • Date Added
    2017-03-09

Specification

  • Metric Type
    general
  • Dimensional
    Yes
  • Decimal Digits
    Yes
  • Currency Units
    Yes
  • Granularities
    Monthly, quarterly and yearly.
  • Custom Relative Periods
    Yes
  • Data Availability
    At sync, it ranges from 3 years ago to now.
  • Retroactive Data Updates
    Newly synced data is merged with existing data, replacing values for matching periods.
  • Future Data Available
    No

Visualization

  • Default Format
    PrefixCurrency
  • Cumulative Graph
    Yes
  • Favorable Trend
    increasing
  • Media Creatives
    No
  • Forecasts
    Yes
  • Benchmarks
    No

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