Xero Business Performance Dashboard
Key measures beautifully displayed
Charts and graphs track business performance across a wide range of standard business metrics such as gross profit, net profit on net sales, and debt to equity.
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Deeper insights, better decisions
Drill down from the dashboard to show more detail and get in-depth analysis of your numbers. Gain understandings that let you make informed decisions with confidence.
Set goals and track performance
See what’s working well, what you need to work on. Discuss the metrics with your advisor from right inside Xero and use the dashboard to set and track performance goals.
Xero Dashboard
Stay on top of your cash flow
The online accounting dashboard monitors your cash flow with simple charts and graphs. Customize reports so you can track which monthly trends are important for your business.
See all your bank account and credit card information in one place
Choose which bank accounts, credit card accounts and PayPal accounts you want to set up and monitor. Your dashboard gives you an up-to-date view of your running balances and reconciliations across all of your accounts.
Proactively follow up on outstanding invoices
Your online accounting dashboard gives you the tools to follow up on outstanding invoices with a summary of what’s owed to you. Filter invoices by due date, amount owed, or how long they’ve been outstanding and drill down for extra information.
Xero Reporting
Get reports when you need them
Make light work of financial reporting. View and share interactive reports and budgets in real time – no more waiting for month end to find out how your business is performing.
Drill down into the figures in Xero and tailor reports and measure specific KPIs for your business. Share information with your advisor, or have them create and publish reports on your behalf.
Xero Financial Statements
Customize to suit your business
Get the insights you need to grow your business. Use custom columns, formulas, text blocks and drag-and-drop accounts to edit the report to suit your business.
Make your customized reports the defaults for your business, so you can readily run them and get updates whenever you need to.
Compare and calculate in Xero
Formulas let you calculate variances between any columns on your reports – whether actuals versus budget, or actuals versus other actuals.
