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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
Hinweise
Use your standard Xero login to start collecting data. Octoboard requires read-only access.
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Zuletzt überprüft:
25-Jun-19
Standardbereich:
90 Tage
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XERO VORLAGEN

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OCTOBOARD dashboards, templates and reports gallery: Xero application dashboard

FINANCIAL PERFORMANCE - XERO

Financial performance dashboard using data from Xero.
DIESE VORLAGE VERWENDEN
Klicken für details....
OCTOBOARD dashboards, templates and reports gallery: Xero application dashboard

FINANCIAL PERFORMANCE - XERO (REPORT)

Financial performance report using data from Xero.
DIESE VORLAGE VERWENDEN

XERO MESSGRÖSSEN

OVERVIEW

Revenue, expenses, income over time
Beschreibung
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.
DIESE METRIK VERWENDEN

INCOME (REVENUE)

Revenue over time
Beschreibung
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.​
DIESE METRIK VERWENDEN

NET INCOME

Net income over time
Beschreibung
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.​
DIESE METRIK VERWENDEN

EXPENSES

Expenses over time
Beschreibung
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.
DIESE METRIK VERWENDEN

CASH BALANCE

Cash balance over time
DIESE METRIK VERWENDEN

PROFIT AND LOSS

Income (revenue), Operating Income, Expenses, Net Income
Beschreibung
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.
DIESE METRIK VERWENDEN

TOP CUSTOMERS

Customers ranked by revenue.
DIESE METRIK VERWENDEN

ACCOUNTS RECEIVABLE

Money owed to us - total
DIESE METRIK VERWENDEN

RECEIVABLE OVERDUE

Money owed to us
DIESE METRIK VERWENDEN

RECEIVABLE BREAKDOWN

Money owed to us - breakdown by debt age
DIESE METRIK VERWENDEN

RECEIVABLE DUE VS OVERDUE

Accounts receivable - due vs overdue
DIESE METRIK VERWENDEN

ACCOUNTS PAYABLE

Money that we owe - total
DIESE METRIK VERWENDEN

PAYABLE OVERDUE

Money that we owe - overdue
DIESE METRIK VERWENDEN

PAYABLE DUE VS OVERDUE

Accounts payable - due vs overdue
DIESE METRIK VERWENDEN

LAST PAYMENTS

Last payments sorted by date
DIESE METRIK VERWENDEN
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