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.
- These insights enable better cash flow management and more strategic vendor relationship decisions.
- With this information, you can identify your major debtors, understand how much they owe, and prioritize your collection efforts accordingly.
- You can customise the dashboard to show your preferred metrics – like your account balances, bills to pay, invoices owed, and favourite reports – in any order you want.
- The revenue report provides a comprehensive overview of your income streams.
- If you’re unsure which metrics to monitor, get in touch for personalised advice.
The Xero dashboard is getting a new look
- Transform your financial data into actionable insights with automated Xero dashboard templates.
- Yes, you can connect your Xero account with HMRC to more easily prepare and submit your returns so you never miss a deadline.
- Xero Apps – Explores third-party apps that integrate with Xero to enhance cash flow forecasting, expense management, and automation.
- 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.
A finance dashboard displays 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.
Identify your most valuable clients through clear visualizations showing your top 10 customers ranked by revenue contribution. The Xero dashboard provides both bar charts and pie charts showing each customer’s proportion of total sales. This metric allows you to focus relationship management efforts on your most important clients and develop targeted retention strategies for these key revenue sources. Xero’s accounting software has flexible plans so you can adjust your subscriptions to access the features you need as your business grows. Xero allows users to personalise their dashboard by rearranging widgets, adding or removing accounts, and creating a tailored account watchlist.
Alternatively, apps like Fluidly can offer enhanced cash flow forecasting. Discover seamless app integrations for efficient accounting with Xero’s comprehensive accounting software. The Xero accounting dashboard displays all your important numbers in the way you choose. 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 Australia.
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.
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’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.
Gusto saves you time on all aspects of your payroll – including calculating employee pay and deductions – thanks to its clever automations. Yes, Xero’s reporting and analytics capabilities help you easily prepare and submit your returns so you never miss a deadline. All pricing plans cover the accounting essentials, with room to grow. You can connect your Xero account with the ATO (Australian Taxation Office) to help you easily prepare and submit your returns, so you xero dashboard never miss a deadline.
Introducing Pay by Bank for UK Small businesses: More payment options, healthier cash flow
HMRC recognises Xero’s software, which is also compliant with Making Tax Digital (MTD). Small businesses, accountants and bookkeepers locally and across the world trust Xero with their numbers. With online invoice payments through Stripe and GoCardless, you can accept payments by card or direct debit. Get the Most Out of It – A beginner-friendly guide to setting up and optimising Xero for better financial management. This flexibility allows you to prioritise the information that helps you make informed decisions. You can drill down into detailed data or create new invoices directly from the dashboard using the “New Sales Invoice” button.
The new version is designed to give you a consistent experience across Xero, while also improving speed and accessibility. Why and How to Move Your Accounts to Xero – Explains the benefits of using Xero and how businesses can transition smoothly to cloud accounting. MFA extra layer of security by checking that it’s really you when you log in. Turn to your Xero dashboard for help with data-driven insights so you can make confident decisions. Yes, you can connect your Xero account with HMRC to more easily prepare and submit your returns so you never miss a deadline.
Invoicing and jobs apps
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 Xero dashboard for UK businesses
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.
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.
Track your most important metrics
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.
You can send reports to ATO each payday without any hassle so you have more time for the rest of your business. 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 UK. We know that many advisors want to grow their advisory services, but struggle with the time, confidence, and ability to engage clients. Regularly reviewing your Xero Dashboard helps you stay on top of your financial situation, catch errors early, and make informed decisions.
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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.
