Databox

Xero Payments by Contact

The Payments by Contact metric in Xero tracks the total amount of payments made by each contact (customer or supplier), providing valuable insights into their spending or revenue patterns.

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

Payments by Contact 2.190,879 Start tracking this metric
  • About
  • Technical Details
What is "Payments by Contact"?
The Payments by Contact metric displays the total payments received from each customer within a specific date range. It provides insights into the cash flow generated by each customer, making it easier to identify the most valuable customers. This information can be useful in prioritizing customer outreach and in tracking payment trends, allowing for better cash flow forecasting and planning.
Example: Payments by Contact can be used to track the total amount of payments received from a specific client over a certain period, allowing businesses to quickly identify their most valuable customers and adjust their sales and marketing strategies accordingly.

Visualizations

  • Databox visualization

    Bar and Line Chart

    Used to show comparisons between values.

How to track Payments by Contact 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 Payments by Contact 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 Payments by Contact on the Performance screen
  6. 6
    Get Payments by Contact performance daily with Scorecards or as a weekly digest
  7. 7
    Set Goals to track and improve performance of Payments by Contact
Goals

Set Goals to track and improve your performance
Scorecards

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Metric Digest

Receive detailed weekly performance updates
Metric Builder

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Data Calculations

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Performance Screen

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Xero integration with Databox Track Payments by Contact from Xero in Databox GET STARTED

General

  • Description
    The Payments by Contact metric in Xero tracks the total amount of payments made by each contact (customer or supplier), providing valuable insights into their spending or revenue patterns.
  • Category
    Accounting
  • Subcategory
    Cash
  • 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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