Xero
Xero provides your team with the platform they need to manage all their accounting needs. The software helps you take control of your bank reconcilication, invoicing, asset management, expense claims, and overall bookkeeping.
Track all your Xero KPIs in one place
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Building Xero dashboards
Xero is online accounting software for small businesses and their advisors. It is mostly used to manage invoicing, bank reconciliation, bookkeeping & more.
Integrating Xero with Klipfolio allows you to develop custom dashboards that give you and your team insight into your performance. Pull key metrics from your Xero account into a dashboard that's up-to-date and easy to share with the whole team. Take your dashboard to the next level by combining your Xero data with services like Salesforce, Excel, and hundreds more.
Building a dashboard with Xero
Ready to start building your custom dashboard using Xero? Before you get started, take the time to read this blog. You'll learn all about:
- Best practices for building with Xero
- Best practices for building finance metrics
- Dashboard examples for Xero data
- And more
Use pre-built Xero metrics
Assemble a Xero dashboard by selecting pre-built metrics from the Klip Gallery.
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.
Marketing Expenses and Sales
your Xero and Shopify data by displaying Xero marketing expenses and Shopify Sales.
Accounts Receivable and Payable
Track your total bank balance, accounts receivable and payable for this month.
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.
Current AR and AP
Track your Accounts Receivable and Payable for this month. Also, compare average debtors and creditors for this month and last month.
Executive Summary
This indispensable Klip provides an executive summary of your business metrics for this month and the last.
Marketing Expenses and Sales
Mash up your Xero and Shopify data by displaying Xero marketing expenses and Shopify Sales.
Profit and Loss Report
Display a full profit and loss report for this month.
Today's Bank Balance
Select a bank account from the drop down menu and see your total closing balance.
Use the Connector Gallery to create a custom Xero dashboard
With our Connector Gallery, you can create custom API queries to pull in data from your Xero account. Building custom queries allows you to specify the metrics and time periods that you want to track.
You can use custom queries to build out visualizations in Klipfolio. You can also combine your Xero data with other relevant data to create your custom dashboard.
Learn more about working with the Xero API and how you can start building your own Xero queries in Klipfolio.
