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HOME / DASHBOARDS / XERO

XERO DASHBOARD

Company finance - revenue, profit, expenses and P&L from Xero.

Octoboard data dashboard: Xero application dashboard
Xero is a New Zealand-based software company that develops cloud-based accounting software for small and medium-sized businesses.

The following groups of metrics are reported in Xero templates and reports:

  • Overview - income, expenses, P&L
  • Sales - sales breakdown by product and customer
  • Rankings - top customers, vendors and products
  • Customers and Vendors - balances, expenses, incomes for selected customers and vendors
Notes
Use your standard Xero login to start collecting data. Octoboard requires read-only access.
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Last reviewed:
15-Apr-22
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XERO TEMPLATES

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OCTOBOARD dashboards, templates and reports gallery: Xero application dashboard

FINANCIAL PERFORMANCE - XERO

Financial performance dashboard using data from Xero.
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OCTOBOARD dashboards, templates and reports gallery: Xero application dashboard

FINANCIAL PERFORMANCE - XERO (REPORT)

Financial performance report using data from Xero.
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XERO METRICS

OVERVIEW

Revenue, expenses, income over time
Description
Income (Revenue) - Money earned from the sale of your products or services is recorded as income. Your company might have one income account or several, depending on the detail needed for your financial analysis. Another category of income is Other Income, or income generated from the sale of a product or service not normal to your operations. Interest Income is an example of an Other Income account type.​

Expense - An account that tracks and categorizes what your company is spending. You can think of expenses as money that leaves the company. An Other Expense is money spent on something other than normal business operations, such as corporate income taxes.
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INCOME (REVENUE)

Revenue over time
Description
Income (Revenue) - Money earned from the sale of your products or services is recorded as income. Your company might have one income account or several, depending on the detail needed for your financial analysis. Another category of income is Other Income, or income generated from the sale of a product or service not normal to your operations. Interest Income is an example of an Other Income account type.​
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NET INCOME

Net income over time
Description
Income (Revenue) - Money earned from the sale of your products or services is recorded as income. Your company might have one income account or several, depending on the detail needed for your financial analysis. Another category of income is Other Income, or income generated from the sale of a product or service not normal to your operations. Interest Income is an example of an Other Income account type.​
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EXPENSES

Expenses over time
Description
Expense - An account that tracks and categorizes what your company is spending. You can think of expenses as money that leaves the company. An Other Expense is money spent on something other than normal business operations, such as corporate income taxes.
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CASH BALANCE

Cash balance over time
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PROFIT AND LOSS

Income (revenue), Operating Income, Expenses, Net Income
Description
Income (Revenue) - Money earned from the sale of your products or services is recorded as income. Your company might have one income account or several, depending on the detail needed for your financial analysis. Another category of income is Other Income, or income generated from the sale of a product or service not normal to your operations. Interest Income is an example of an Other Income account type.​

Expense - An account that tracks and categorizes what your company is spending. You can think of expenses as money that leaves the company. An Other Expense is money spent on something other than normal business operations, such as corporate income taxes.
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ACCOUNTS RECEIVABLE

Money owed to us - total
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RECEIVABLE OVERDUE

Money owed to us
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RECEIVABLE BREAKDOWN

Money owed to us - breakdown by debt age
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RECEIVABLE DUE VS OVERDUE

Accounts receivable - due vs overdue
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ACCOUNTS PAYABLE

Money that we owe - total
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PAYABLE OVERDUE

Money that we owe - overdue
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PAYABLE DUE VS OVERDUE

Accounts payable - due vs overdue
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LAST PAYMENTS

Last payments sorted by date
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