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HOME / REPORTS / FINANCIAL PERFORMANCE - XERO (REPORT)

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:
30-Sep-21
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"FINANCIAL PERFORMANCE - XERO (REPORT)" METRICS

OVERVIEW

Key Facebook Page metrics in one widget.
Description
This widget combines the following metrics displayed on the same time scale: Reach, Fans, Clicks, Shares, Likes, Comments.
Tips
Make sure you select correct Facebook Page. We recommend OVERVIEW widget for your main dashboard as it offers a high level view of your Facebook account.
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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, 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.

Cost of Goods Sold (COGS, Cost of Sales, COS) - Costs directly related to producing a service or good for sale. There is a direct relationship between these costs and your revenue. If your company sells a product, your cost of goods sold (also called COGS, or cost of sales) expenses would be the material, labor, and other costs incurred to make and sell the product. By contrast, your office expenses for rent or advertising are considered indirect and should not be posted to the Cost of Goods Sold account type.
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RECEIVABLE BREAKDOWN

Money owed to us - breakdown by debt age
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SALESFORCE DEALS AND LEADS

Deal and leads metrics, top deal stats.
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SALES PERFORMANCE

Open deals, revenue, pipeline and sellers performance
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DEALS AND SELLERS RANKINGS

Revenue, pipeline, top deals and sellers ranking.
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QUICKBOOKS OVERVIEW

Key metrics - Income, expenses, customers and products.
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OCTOBOARD dashboards, templates and reports gallery: Xero application dashboard

FINANCIAL PERFORMANCE - XERO (REPORT)

Financial performance report using data from Xero.
USE THIS TEMPLATE

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OCTOBOARD PRICING

FREELANCER
25
/month
5 Agency clients
incl. white label reporting
Unlimited users
Unlimited reports
Unlimited dashboards
Access All Integrations
White label
Available in 8 languages
-
-
-
DATA SHARING
Client portals
Custom domain
Office TV loops
Link Sharing
Zapier events
Embedded dashboards
-
-
-
SEO AUDITS AND LEAD GENERATION
NEW
SEO Audits
SEO Form Leads
SEO RANK TRACKER
NEW
50 keywords
10 keywords per client
Locations tracking
Languages tracking
Competitor domains
Every 3 days
3 years
TEAM
50
/month
10 Agency clients
incl. white label reporting
Unlimited users
Unlimited reports
Unlimited dashboards
Access All Integrations
White label
Available in 8 languages
Define PPC Markup
Data mashups
SQL Databases
Client portals
Custom domain
Office TV loops
Link Sharing
Zapier events
Embedded dashboards
Automated Insights
Email Templates
Custom Email Server
SEO Audits
SEO Form Leads
1000 keywords
100 keywords per client
Locations tracking
Languages tracking
Competitor domains
Daily crawls
3 years
AGENCY
75
/month
15
 Agency clients
+5
-5
Unlimited users
Unlimited reports
Unlimited dashboards
Access All Integrations
White label
Available in 8 languages
Define PPC Markup
Data mashups
SQL Databases
Client portals
Custom domain
Office TV loops
Link Sharing
Zapier events
Embedded dashboards
Automated Insights
Email Templates
Custom Email Server
SEO Audits
SEO Form Leads
4500 keywords
300 keywords per client
Locations tracking
Languages tracking
Competitor domains
Daily crawls
3 years
PREMIUM DATA ADD-ONS
Analytics and data export features that we will add to our platform. Currently in Beta. We will notify our clients once the add-ons have been deployed.
ECOMMERCE SUITE
Real-time online sales and SaaS subscription analytics
10
/month
500 orders
monthly sales
+500
-500
Real-time transactions
Sales, Product, Order analytics
Currency conversion
Multi-store reporting
Octoboard for Agencies
Not selected
0/month
Dashboards, Reports, Templates
Client portal, TV Loops
White label, Multi-client
SEO Audits, Automated reports
B2B Lead Generation
SEO Rank Tracker
PREMIUM DATA ADD-ONS
ECOMMERCE SUITE
Not selected
0/month
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