Blog

The Xero Dashboard: Headline Insights on Your Business

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.

• It also displays cash flow monitoring with movements across all bank accounts.
• Xero payroll offers a range of reports for internal use and helps you meet HMRC requirements each month.
• To keep an eye on, say, your cash flow and bank balances, set these as key metrics so they’re right there on your dashboard.
• Add key accounts to your ‘Watchlist’ to monitor spending in specific areas of your business.

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.

It also ensures you remain compliant with tax and financial regulations by keeping accurate, up-to-date records. Yes, the Xero App Store has hundreds of apps to help manage your business, including apps specifically designed for your industry and for doing business in the USA. No – Xero is based in the cloud, so all you need is an internet connection. But you need a multi-factor authentication (MFA) app to log in to Xero. MFA adds an extra layer of security by checking that it’s really you when you log in. The dashboard will be available to all Xero partners globally, and rolled out over the next couple of weeks.

Xero dashboard examples and reporting templates

• No – Xero is based in the cloud, so all you need is an internet connection.
• Set up your dashboard to show a graph that shows your total cash in and out of your business for the past six months.
• With online invoice payments through Stripe and GoCardless, you can accept payments by card or direct debit.
• For a deeper dive into cash flow management, consider using Xero Analytics or Xero Analytics Plus.

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.

Your Essential Guide to Buying CFO Services: What Every Growing Business Needs to Know

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.

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.

Key Ways Accountancy Services Can Drive Your Business Growth in 2025

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.

of customers agree Xero is easy to use

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.

Explore all features

Track how your cash position evolves over the reporting period with visualizations that highlight increases and decreases in your available funds. This metric helps you understand cash flow patterns, identify potential liquidity concerns, and ensure effective management of your financial resources. Monitoring net cash changes is essential for maintaining financial stability and making informed decisions about the timing of expenses and investments. Gain a clear snapshot of your company’s financial position with visualizations comparing assets, liabilities, and equity. The dashboard presents charts depicting balance sheet components as of the end of last month and currently, allowing you to track changes and identify trends over time.

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.

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.

A finance dashboard displays xero dashboard your key figures such as 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.

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.