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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.
- 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
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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:
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1Connect Xero that contains the metric you want to track
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2Select the metric you want to track from the list of available metrics
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3Drag and drop the selected metric onto your dashboard
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4Watch your dashboard populate in seconds
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5Put Payments by Contact on the Performance screen
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6Get Payments by Contact performance daily with Scorecards or as a weekly digest
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7Set Goals to track and improve performance of Payments by Contact
GoalsSet Goals to track and improve your performance
ScorecardsGet your daily progress every morning with Scorecards
Metric DigestReceive detailed weekly performance updates
Metric BuilderBuilt your own custom metrics with Metric Builder
Data CalculationsSet Goals to track and improve your performance
Performance ScreenGet instant insights into your top-performing metrics
General
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DescriptionThe 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.
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CategoryAccounting
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SubcategoryCash
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Date Added2017-03-09
Specification
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Metric Typegeneral
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DimensionalYes
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Decimal DigitsYes
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Currency UnitsYes
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GranularitiesMonthly, quarterly and yearly.
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Custom Relative PeriodsYes
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Data AvailabilityAt sync, it ranges from 3 years ago to now.
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Retroactive Data UpdatesNewly synced data is merged with existing data, replacing values for matching periods.
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Future Data AvailableNo
Visualization
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Default FormatPrefixCurrency
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Cumulative GraphYes
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Favorable Trendincreasing
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Media CreativesNo
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ForecastsYes
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BenchmarksNo
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Outstanding Payments by Contact
The Outstanding Payments by Contact metric in Xero shows the total amount of unpaid invoices and bills for each contact or customer, which can help businesses manage their cash flow and prioritize collection efforts.
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