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FINANCIAL PERFORMANCE - XERO (REPORT)

Financial performance report using data from Xero.

Template for generated report: Xero application dashboard
369
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Last reviewed:
25-Jun-19
Default range:
90 days
Updates:
Hourly for premium plans

"FINANCIAL PERFORMANCE - XERO (REPORT)" 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.​
USE THIS METRIC

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.​
USE THIS METRIC

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.
USE THIS METRIC

RECEIVABLE BREAKDOWN

Money owed to us - breakdown by debt age
USE THIS METRIC

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FINANCIAL PERFORMANCE - XERO (REPORT)

Financial performance report using data from Xero.
USE THIS TEMPLATE

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