Xero Dashboard Template

Template created by Databox Databox
This free,, easy-to-use dashboard template provides you with a comprehensive overview of your cash flow, bank accounts, sales, income, and expenses in Xero-- by doing so, you’re able to keep your business’ books in order.

Uses one-click integrations:

  • Xero Xero

If you don’t use Xero, you can pull data from any of our 70+ one-click, native integrations or from spreadsheets, databases and other APIs.

Get this dashboard for free

What you’ll learn from this Xero Dashboard template:

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

  • How do we keep track of our monthly income? Find out how much you’re making from the purchase of your products and/or services within a given month. Monitor your income 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 income flow is down.
  • How do we 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 we measure our business’ financial performance? Track and visually monitor your most important financial KPIs/ profitability metrics, such as net profit/loss, gross profit/loss, income, expenses, return on investment, and more. Use this data to map out future growth opportunities for your business.
  • How do I track cash transactions that occurred during a specific period? See how cash is distributed within and out of your business during a period of time. Keep your eye on how much cash your business receives and spends within a specific month, as well as cash surplus and your closing balance.
  • How do I track a bank transaction? See how cash comes in and goes out of your business’ bank accounts. Get up-to-date information on the state of your finances in regards to bank balance after withdrawals or transfers and deposits to your accounts.
  • How do we 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.

Xero Xero metrics included in this template
  • Cash Received

    Cash Received during the specified Date Range. Daily totals are not available for this metric. Instead, the total current value of this metric will be visualized cumulatively.

  • Cash Received by Bank Account

    Cash Received during the specified Date Range split up by Bank Account. Daily totals are not available for this metric. Instead, the total current value of this metric will be visualized cumulatively.

  • Cash Spent

    Cash Spent during the specified Date Range. Daily totals are not available for this metric. Instead, the total current value of this metric will be visualized cumulatively.

  • Cash Surplus (deficit)

    Cash Surplus (deficit) during the specified Date Range. Daily totals are not available for this metric. Instead, the total current value of this metric will be visualized cumulatively.

  • Closing Balance

    Closing Balance during the specified Date Range. Daily totals are not available for this metric. Instead, the total current value of this metric will be visualized cumulatively. No historical data is available from before initial connection.

  • Closing Balance by Bank Account

    Closing Balance during the specified Date Range split up by Bank Account. Daily totals are not available for this metric. Instead, the total current value of this metric will be visualized cumulatively. No historical data is available from before initial connection.

  • Creditors

    Total number of Creditors during the specified Date Range. Daily totals are not available for this metric. Instead, the total current value of this metric will be visualized cumulatively. No historical data is available from before initial connection.

  • Debtors

    Total number of Debtors during the specified Date Range. Daily totals are not available for this metric. Instead, the total current value of this metric will be visualized cumulatively. No historical data is available from before initial connection.

  • Expenses

    Expenses during the specified Date Range. Daily totals are not available for this metric. Instead, the total current value of this metric will be visualized cumulatively.

  • Gross Profit

    Gross Profit during the specified Date Range. Daily totals are not available for this metric. Instead, the total current value of this metric will be visualized cumulatively.

  • Gross Profit Margin

    Gross Profit Margin during the specified Date Range. Daily totals are not available for this metric. Instead, the total current value of this metric will be visualized cumulatively. No historical data is available from before initial connection.

  • Income

    Income during the specified Date Range. Daily totals are not available for this metric. Instead, the total current value of this metric will be visualized cumulatively.

  • Net Assets

    Net Assets during the specified Date Range. Daily totals are not available for this metric. Instead, the total current value of this metric will be visualized cumulatively. No historical data is available from before initial connection.

  • Net Profit Margin

    Net Profit Margin during the specified Date Range. Daily totals are not available for this metric. Instead, the total current value of this metric will be visualized cumulatively. No historical data is available from before initial connection.

  • Other Income

    Other Income during the specified Date Range. Daily totals are not available for this metric. Instead, the total current value of this metric will be visualized cumulatively.

  • Profit (Loss)

    Profit (Loss) during the specified Date Range. Daily totals are not available for this metric. Instead, the total current value of this metric will be visualized cumulatively.

  • Return of Investment (p.a.)

    Return of Investment (p.a.) during the specified Date Range. Daily totals are not available for this metric. Instead, the total current value of this metric will be visualized cumulatively. No historical data is available from before initial connection.

Customize dashboard
Explore all of Databox’s functionalities:

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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