Bring all of your metrics together in one place to visualize your business data from data sources like HubSpot, Stripe, or Google Analytics, or bring in data from a spreadsheet. 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. Once you’ve set up things like bank feeds and invoices, the dashboard charts and graphs will show that information.
Stay up-to-date with your business and see how different aspects are tracking and different areas performing. Access all Xero features for 30 days, then decide which plan best suits your business.
Don’t just track your Xero metrics. Here are dozens of tips for improving your accounting and book-keeping processes.
Keep your practice a step ahead with Xero accounting software. With so much data it is hard to understand what should be included on your Business Dashboards. We run data discoveries and proof of concepts with your data to ensure project scope, costs and timeframes are clearly defined from the outset.
- Choose from over 20 pre-built Xero metrics that you can instantly add to your dashboard and start tracking your performance.
- Access all Xero features for 30 days, then decide which plan best suits your business.
- We take care of complex data integration by connecting to Xero platforms (Accounting, Practice Manager, WorkflowMax) as well as a variety of other solutions.
- 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.
We take care of complex data integration by connecting to Xero platforms (Accounting, Practice Manager, WorkflowMax) as well as a variety of other solutions. We analyse your needs, create insightful dashboards, teach you how to use them, and support you along the journey. We have an incredible support team available to help through email or in-app chat.
For accountants and bookkeepers
Our team provide support from start to finish, working with you to define success, connect your data with stunning dashboards, monitor performance and drive continuous improvement. The Xero dashboard includes graphs showing total cash in and out, invoices owed to you, and bills you need to pay, to give you insights into your business cash flow. Integrate Xero with Klipfolio PowerMetrics to create dashboards and reports that uncover and explore insights and empower your team to make data-driven decisions.
Uses one-click integrations:
Explore Xero accounting software and its tools for small businesses, accountants, and bookkeepers. We finalise the integration process by connecting your data with visually stunning Accounting Practice Dashboards that let you monitor and improve your business continuously. We combine the best of visually stunning dashboards with real-time data. We’re experts at combining business consulting and data analytics to provide tailored solutions, maximising your operational efficiencies. Once you’ve connected your Xero data, explore hundreds of other data sources that you can bring into Klipfolio.
What you’ll learn from this Xero Dashboard template:
Keep an eye on your finances day by day using the accounting dashboard. Dashboard Insights seamlessly integrates with third-party software and offline data platforms to consolidate key metrics into accessible insights. Once you’ve created your metrics, you can use them to create calculated metrics and build dashboards to share with your team. Klipfolio is lightweight analytics and dashboard software for data-minded business leaders and their teams. Get a snapshot of cash coming in, going out, and bills that are due, to gain insights into business cash flow.
Shared data
Choose from over 20 pre-built Xero metrics that you can instantly add to your dashboard and start tracking your performance. Or pull in custom Xero data to build metrics that suit your specific needs. Once you’ve built your dashboards and PDF reports, easily share the insights with your team and your clients.
Start using Xero for free
You can adjust what displays so you see what’s most important to you. The online accounting dashboard gives you the tools to proactively follow up on outstanding invoices. Sync Xero with software you already love or easily director of development, new england sos find and try new apps designed to save your business time and money at the Xero App Store. The Designer allows you to easily drag-and-drop metrics and visualizations from any data source right into your dashboard.
Get a clear, up-to-date picture of the money in your bank accounts, credit card and PayPal accounts. Small businesses, accountants and bookkeepers locally and across the world trust Xero with their numbers. All pricing plans cover the accounting essentials, with room to grow. We can quickly and easily get you up and running with a FREE 30 day trial of your Business Dashboards. Get started by creating your free Klipfolio PowerMetrics account. Explore your metrics with filters, segments, and date ranges, and choose from a variety of visualization types so you can understand trends and see patterns.