How to add Xero data to a business dashboard

Many will agree that bookkeeping is the core of the business, and your success depends highly on how you decide to manage it. More and more small and medium businesses choose to do it using modern accounting software services like Xero. And they have a very good reason for it.

Why using Xero?

• Xero setup and launch is not complicated and will be intuitive even to the non-specialists.
• It is a cloud software, which means that you can access it wherever you are, as long as you have Internet access.
• Xero accounting system takes its information directly from your online banking. This means that you can never make a mistake typing the numbers in.
• By uploading your bank information daily, you can see exactly where you are financially whenever you want. You can make informed business decisions rather than relying on historical accounts.
• Xero helps to reduce the paper trail.
• Xero helps with debt collection. You can automate the sending of statements. You can send invoices and statements easily by email – reducing the time and cost of postage.
• Xero automated accounting system integrates with hundreds of apps to help your business grow easily, including Octoboard, an all-in-one dashboard and report solution for businesses and marketing agencies.

Add Xero data to your dashboard and save time

Modern companies use a number of useful apps and services including Xero. Although all these platforms save time and effort in various areas of business, it is sometimes challenging to collect information from different apps. Dashboard solutions like Octoboard help these companies access data easily to have a full and detailed picture of how they are doing in marketing, finance, and other areas.

Octoboard now integrates with Xero, which means that you can put accounting metrics to a dashboard and monitor them separately or along with other data from web analytics, online marketing and more. Connect the apps from the list and let Octoboard do the data collection, saving you hours every month.

With our TV Mode Loops feature, you can display dashboards in your office – let every employee in on how the business is doing and motivate teams to improve performance.

Xero data metrics that you can add to Octoboard dashboards and automated marketing reports include:

• OVERVIEW
• INCOME (REVENUE)
• NET INCOME
• EXPENSES
• CASH BALANCE
• RECEIVABLE OVERDUE
• PROFIT AND LOSS
• TOP CUSTOMERS
• ACCOUNTS RECEIVABLE
• RECEIVABLE BREAKDOWN
• ACCOUNTS PAYABLE
• RECEIVABLE DUE VS OVERDUE
• PAYABLE OVERDUE
• PAYABLE DUE VS OVERDUE

Software services like Xero and Octoboard are there to facilitate your day-to-day business operations. Your competitors are already using them to save time and money. If you wish to stay ahead, you have to look at them closer, because modern businesses cannot live without modern tools. Join Octoboard for free today and save hours of your time in the future.