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XERO DASHBOARD
Company finance - revenue, profit, expenses and P&L from Xero.
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:
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.
XERO TEMPLATES
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FINANCIAL PERFORMANCE - XERO
Financial performance dashboard using data from Xero.
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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.
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.
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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