Xero
Executive Summary
This indispensable Klip provides an executive summary of your business metrics for this month and the last.
About Xero
Xero keeps your books current — invoicing, bank reconciliation, expense claims, and asset management all in one place. Connect Xero to Klipfolio and turn that accounting data into live dashboards your whole team can access, without manual exports or spreadsheet workarounds.
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CAC (Last 30 Days)
Let this Klip address the most important question on your marketing team - what is our cost to acquire a customer (CAC)? This Klip uses your monthly Xero and Salesforce data to answer that very question.
UsesToday's Bank Balance
Select a bank account from the drop down menu and see your total closing balance.
UsesCurrent AR and AP
Track your Accounts Receivable and Payable for this month. Also, compare average debtors and creditors for this month and last month.
Uses
