If you spot something that looks like it might need more analysis, you can dive into the client’s individual organisation from the dashboard, and get to work. †Xero customers who use online invoice payments get paid up to twice as fast than those who don’t use online invoice payments. In the months ahead, you may notice that your Xero dashboard looks a little different. It’s all part of our work to upgrade the technology that underpins our platform, so it doesn’t slow us down over time. Just as you need to upgrade your phone every few years, we need to update Xero so we can continue to build the features that you need in your business or practice. Identify your best-selling offerings through a ranking of products or services by revenue generation.
Stay on top of your cash flow
The revenue report provides a comprehensive overview of your income streams. This helps identify seasonal fluctuations, peak revenue periods, and unexpected dips. The report includes a customer analysis showing your most valuable clients by revenue contribution. It should also contain product performance metrics highlighting your best-selling offerings.
- It should also contain product performance metrics highlighting your best-selling offerings.
- Discover this year’s updates designed to help you save time, featuring powerful new tools and features you might’ve missed.
- The report also includes a paid bills analysis to help evaluate vendors by payment history.
- Stay up to date on the key metrics you choose – your account balances, cash flow, and the status of your invoices, bills, and expenses, so you’re ready to do business.
- MFA extra layer of security by checking that it’s really you when you log in.
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It’s an overview of your money so you can make quicker, better decisions for your Australian business. It’s an overview of your money so you can make quicker, better decisions for your UK business. It’s an overview of your money so you can make quicker, better decisions for your business. Analyze your payment history with a summary chart showing bills previously paid to each vendor. This metric helps you evaluate suppliers by payment volume and understand your spending patterns across different vendors. By tracking this information, you can make more informed decisions about vendor relationships, negotiate better terms based on historical spending, and optimize your procurement strategy.
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This metric provides a fundamental understanding of your business’s financial health and stability at a glance. The dashboard’s cash flow features provide a clear view of money coming in and going out. By monitoring overdue invoices, upcoming bills, and account balances, you can proactively manage liquidity and plan for future expenses or investments. Reconciling bank accounts keeps your financial records accurate and up to date. We’ve had a really positive response from customers who have tested the new dashboard as part of our design research panel. Accompanying charts provide visual comparisons of your earning trends, allowing you to quickly spot growth patterns or areas needing improvement.
These integrations streamline operations and reduce manual data entry. You can customise which bank accounts appear on your dashboard to focus on what matters most. Sync Xero with software you already love or easily find and try new apps designed to save your business time and money at the Xero App Store. Access Xero features for 30 days, then decide which plan best suits your business. Client insights makes it easy to run your eye down the page and quickly see how your clients are tracking overall, and which ones might need your attention.
Customise Xero with the Xero App Store
A finance dashboard displays your key figures such as xero dashboard your bank balance and short-term cash flow. It’s a quick and easy way to see what’s happening with your business, distilling complex information into just a few numbers and charts. Xero accounts payable dashboard provides a comprehensive historical view of all your vendor bills over the past 12 months.
Customisation ensures the most relevant financial data is easily accessible, improving your workflow. Making Sense of Your Xero Dashboard – A dedicated guide on how to use the Xero dashboard effectively for tracking cash flow and financial performance. Attach a ‘pay now button’ to your invoices and let your customers pay the way they want – via credit card, debit card, google pay, apple pay and direct debit.
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- The financial report delivers critical performance monitoring through profit and loss overviews.
- Why and How to Move Your Accounts to Xero – Explains the benefits of using Xero and how businesses can transition smoothly to cloud accounting.
- Monitoring net cash changes is essential for maintaining financial stability and making informed decisions about the timing of expenses and investments.
By understanding these revenue patterns, you can make more accurate business forecasts and adjust your strategies to accommodate predictable fluctuations. By offering real-time insights into financial performance, the Xero Dashboard allows businesses to identify trends, set realistic budgets, and allocate resources more effectively. The clear presentation of data supports strategic planning and operational efficiency. The dashboard displays your monthly cash in and out, with graphical representation to show the difference. You’ll also find up-to-date bank and credit card balances, including business savings accounts, alongside the status of any bank reconciliations.
Explore Xero accounting software and its tools for small businesses, accountants, and bookkeepers. Xero’s dashboard presents you with the headline information you need to do business. It condenses your business activity into clear numbers and graphs on a single screen so you’re up to date at a glance. Make life simpler with finance tracking software and see real benefits in your business. I encourage you to jump in and give client insights a try — we can’t wait to see what you think. Yes, the Xero Dashboard integrates seamlessly with a wide range of tools, including payment processors, CRM systems, and inventory management software.
The Xero dashboard provides clear visualizations that highlight which items contribute most significantly to your income. This metric supports more effective inventory management, marketing focus, and product development decisions by showing you exactly where your revenue is coming from at the product level. Xero Apps – Explores third-party apps that integrate with Xero to enhance cash flow forecasting, expense management, and automation. Our team of Xero specialists can assist with all aspects of Xero, whether you’re new to the platform or a seasoned user. We ensure your setup supports your business goals, providing clarity and efficiency in managing your finances.
The dashboard also tracks monthly dynamics of both paid and unpaid invoices, helping you prevent cash flow gaps and make data-driven decisions about customer communications. The financial report delivers critical performance monitoring through profit and loss overviews. They compare revenue against expenses across multiple time periods—last month, month to date, and year to date. The report includes balance sheet visualizations with clear assets versus liabilities comparisons. It also displays cash flow monitoring with movements across all bank accounts. The report highlights net cash changes over the reporting period, giving you a clear picture of your financial stability and liquidity position to ensure effective financial management.
Visual breakdowns of top customers and products by revenue enable you to focus your sales and marketing efforts on where they’ll deliver the greatest returns. Xero’s finance tracking software shows you when to get proactive with your cash flow. Easily view outstanding and overdue invoices, then follow up with your clients or send them an automated reminder. It’s an overview of your money so you can make quicker, better decisions for your US business. Track the trends in your revenue with column charts showing monthly values for both paid and unpaid invoices. This time-based analysis helps you identify patterns in your business cycle, detect seasonal fluctuations, and highlight unexpected dips or increases.
This insight helps you target marketing efforts, develop customer retention strategies, and allocate resources to the most profitable aspects of your business. For example, you can offer loyalty incentives to high-value customers and adjust your inventory or service offerings based on performance data. The dashboard serves as a gateway to Xero’s robust reporting features. You can generate detailed financial reports such as profit and loss statements, balance sheets, and cash flow reports directly from the platform for deeper analysis. Xero payroll offers a range of reports for internal use and helps you meet HMRC requirements each month. You can give your employees self-service access so they can view payslips, request leave, and submit timesheets directly from Xero.
Xero accounts receivable dashboard offers a detailed breakdown of your unpaid and overdue invoices. It shows the top customers by debit debt and visualizes each customer’s share in your accounts receivable through intuitive charts. With this information, you can identify your major debtors, understand how much they owe, and prioritize your collection efforts accordingly.
Scan the dashboard for the headline figures you need to run your UK business everyday. Scan the dashboard for the headline figures you need to run your business everyday. Scan the dashboard for the headline figures you need to run your US business everyday.