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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.

Xero Custom Dashboard - Logo

Connect to your Xero data

You can connect to Xero three different ways. With our Klip Gallery, you can connect and add pre-built metrics to build a dashboard quickly. Looking to make your own visualizations? Use our Connector Gallery and the pre-built API queries to pull in some of the most common Xero data, or build your own connections to pull in even more data.

Xero Custom Dashboard - Data connection

Combine your Xero data with other services

Xero offers you a fantastic glimpse into your financial and bookkeeping data. With Klipfolio, you can combine that data with data from 100s of other cloud based services to build a custom dashboard.

HubSpot - Combining Data Sources
Xero Custom Dashboard - Data visualizations

Create custom visualizations

Use the Klip Editor to design and build custom visualizations using your Xero data. Building your own visualizations allows you to easy interpret your data and make real-time decisions.

Xero Custom Dashboard - Client dashboards

Build client dashboards

Are you looking for a reporting solution for your clients? With Klipfolio, you can build and import Xero dashboards between client accounts making it fast and easy to show the data they care about.

Xero Custom Dashboard - TV icon

Beautiful TV dashboards

Don't get stuck building manual reports. Get your Xero data up on the big screen so your entire team can rally behind your numbers.

Xero TV Dashboard

Use pre-built Xero metrics

Assemble a Xero dashboard by selecting pre-built metrics from the Klip Gallery.

Klip Template | Xero - Accounts Receivable and Payable

Accounts Receivable and Payable

Track your total bank balance, accounts receivable and payable for this month.

Uses:

Klip Template | Salesforce Xero - CAC

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.

Uses:

Klip Template | Xero - Current AR and AP

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.

Uses:

Klip Template | Xero - Executive Summary

Executive Summary

This indispensable Klip provides an executive summary of your business metrics for this month and the last.

Uses:

Klip Template | Xero - Expenses This Month

Expenses This Month

See a breakdown of your expenses for this month.

Uses:

Klip Template | Shopify Xero - Marketing Expenses and Sales

Marketing Expenses and Sales

Mash up your Xero and Shopify data by displaying Xero marketing expenses and Shopify Sales.

Uses:

Klip Template | Google Analytics and Xero - Marketing Expenses and Traffic

Marketing Expenses and Traffic (Last 30 Days)

Mash up your Google Analytics and Xero data by displaying GA session traffic and Xero marketing expenses.

Uses:

Klip Template | Xero - Net Profit

Net Profit

Display your net profit with the Value Pair component.

Uses:

Klip Template | Xero - Profit and Loss Report

Profit and Loss Report

Display a full profit and loss report for this month.

Uses:

Klip Template | Xero - Recent Payments

Recent Payments

Always know where your money is coming from by tracking your recent payment history.

Uses:

Klip Template | Xero - Today's Bank Balance

Today's Bank Balance

Select a bank account from the drop down menu and see your total closing balance.

Uses:

Klip Template | Xero Google AdWords - Total Ad Cost

Total Ad Cost

Keep your monthly Google AdWords spending in check! Use this simple gauge to compare your AdWords spend to your budget in Xero.

Uses:

Klip Template | Xero - Income and Expenses

Xero Income and Expenses

Visualize your income, expenses and profit over the past 12 months.

Uses:

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
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42matters Dashboard | 42matters logo

42matters

mobile_analytics

Adobe Analytics Dashboard | Adobe Analytics logo

Adobe Analytics

marketing web_analytics

Ahrefs Dashboard | Ahrefs Logo

Ahrefs

marketing seo

Alexa

marketing web_analytics

Amazon Aurora Dashboard | Amazon Aurora logo

Amazon Aurora

cloud_storage

Amazon Redshift Dashboard | Amazon Redshift logo

Amazon Redshift

cloud_storage

AppFigures Dashboard | AppFigures logo

AppFigures

mobile_analytics

Asana Dashboard | Asana Logo

Asana

project_management

AskNicely Dashboard

AskNicely

marketing support survey

BambooHR Dashboard | BambooHR logo

BambooHR

human_resources

Base CRM Dashboard - Integrations

Base CRM

sales_and_crm

Basecamp 2 Dashboard | Basecamp logo

Basecamp 2

project_management

Basecamp 3 Dashboard | Basecamp logo

Basecamp 3

project_management

Bing Ads Dashboard - Bing Ads Logo

Bing Ads

advertising marketing

Bitly Dashboard | Bitly logo

Bitly

marketing

Box

cloud_storage

BuzzSumo Dashboard | BuzzSumo logo

BuzzSumo

marketing

CallRail Dashboard | CallRail logo

CallRail

support

Chargify

finance sales_and_crm

Chartbeat Dashboard | Chartbeat logo

Chartbeat

marketing web_analytics

ChartMogul Dashboard | ChartMogul logo

ChartMogul

finance marketing misc

comScore Digital Analytix

marketing web_analytics

DB2 Dashboard | DB2 logo

DB2

data_store

Desk.com

support

DoubleClick Dashboard - Logo

DoubleClick

advertising marketing

Dropbox Dashboard | Dropbox logo

Dropbox

cloud_storage

Email attachment dashboard | Email Attachment logo

Email Attachment

misc

Eventbrite Dashboard | Eventbrite Logo

Eventbrite

marketing misc

Excel Dashboard | Excel Logo

Excel

misc

Files Dashboard | Files logo

Files

misc

Firebird Dashboard | Firebird logo

Firebird

data_store

Flurry Dashboard | Flurry logo

Flurry

advertising mobile_analytics

FreshBooks Dashboard | Freshbooks logo

FreshBooks

finance sales_and_crm

Freshdesk Dashboard | Freshdesk logo

Freshdesk

support

FTP/SFTP Dashboard | FTP/SFTP logo

FTP/SFTP

data_store misc

Fusebill Dashboard | Fusebill logo

Fusebill

finance sales_and_crm

GitHub Dashboard | GitHub logo

GitHub

it project_management

Glassdoor Dashboard | Glassdoor Logo

Glassdoor

human_resources

Google Admin Directory Dashboard | Google Admin Directory logo

Google Admin Directory

misc

Google AdWords Dashboard | Google AdWords logo

Google AdWords

advertising marketing

Google Analytics Custom Dashboard

Google Analytics

marketing mobile_analytics web_analytics

Google BigQuery Dashboard | BigQuery logo

Google BigQuery

cloud_storage data_store

Google Calendar Dashboard | Google Calendar logo

Google Calendar

misc

Google Drive Dashboard | Google Drive logo

Google Drive

cloud_storage

Google Maps Dashboard | Google Maps logo

Google Maps

misc

Google Search Console Dashboard | Google logo

Google Search Console Rankings

marketing seo web_analytics

Google Sheets Dashboard | Google Sheets logo

Google Sheets

cloud_storage misc

GoSquared Dashboard | GoSquared logo

GoSquared

marketing web_analytics

Harvest Dashboard | Harvest logo

Harvest

project_management

Help Scout Dashboard | Help Scout Logo

Help Scout

support

iFormBuilder Dashboard | iFormBuilder Logo

iFormBuilder

survey misc

Influitive Dashboard | Influitive logo

Influitive

Insightly

sales_and_crm

Intercom Dashboard | Intercom logo

Intercom

sales_and_crm support

Intervals Dashboard | Intervals logo

Intervals

finance sales_and_crm

JIRA Dashboard | JIRA logo

JIRA

it research_and_development

Keen IO Dashboard | Keen IO logo

Keen IO

it research_and_development

Kissmetrics Dashboard | KISSmetrics logo

Kissmetrics

marketing web_analytics

Klipfolio Dashboard | Klipfolio Logo

Klipfolio

misc

Lighthouse Dashboard | Lighthouse logo

Lighthouse

research_and_development

Linkpulse Dashboard | Linkpulse Logo

Linkpulse

web_analytics

LiveAgent Dashboard | LiveAgent Logo

LiveAgent

support

Localytics Dashboard | Localytics Logo

Localytics

marketing mobile_analytics

Mixpanel

marketing research_and_development web_analytics

Moz

marketing seo

MSSQL Dashboard | MSSQL logo

MSSQL

cloud_storage

MySQL Dashboard | MySQL logo

MySQL

cloud_storage

New Relic

it research_and_development

Nicereply Dashboard | Nicereply Logo

Nicereply

survey

OneDrive Dashboard | OneDrive logo

OneDrive

cloud_storage misc

Optimizely Dashboard | Optimizely logo

Optimizely

web_analytics

Oracle Dashboard | Oracle logo

Oracle

data_store

Oracle Sales Cloud Dashboard | Oracle logo

Oracle Sales Cloud

sales_and_crm

Pingdom Dashboard | Pingdom logo

Pingdom

it research_and_development

Pipedrive Dashboard | Pipedrive logo

Pipedrive

sales_and_crm

PipelineDeals Dashboard | PipelineDeals logo

PipelineDeals

sales_and_crm

Podio Dashboard | Podio logo

Podio

project_management

PostgreSQL Dashboard | PostgreSQL logo

PostgreSQL

data_store

ProsperWorks Dashboard | Prosperworks logo

ProsperWorks

sales_and_crm

QuickBooks Dashboard | Quickbooks logo

QuickBooks

finance

Recurly Dashboard | Recurly Logo

Recurly

finance

RSS Feeds Dashboard | RSS Feeds Icon

RSS Feeds

misc

Salesforce Dashboard | Salesforce logo

Salesforce

sales_and_crm

Searchmetrics Dashboard | Logo

Searchmetrics

marketing seo web_analytics

SEMrush Dashboard | SEMrush logo

SEMrush

marketing seo web_analytics

SEOmonitor Dashboard | SurveyGizmo Logo

SEOmonitor

marketing seo

Sharepoint Dashboard | Sharepoint logo

Sharepoint

cloud_storage

Shopify Dashboard | Shopify logo

Shopify

ecommerce sales_and_crm

ShoreTel Sky

support

Sizmek Dashboard | Sizmek logo

Sizmek

advertising marketing

Slack Dashboard | Slack logo

Slack

human_resources project_management

Smartsheet Dashboard | Smartsheet logo

Smartsheet

human_resources

STAT Dashboard | STAT logo

STAT

marketing seo

Strava Dashboard | Strava Logo

Strava

misc

Stripe Dashboard | Logo

Stripe

finance sales_and_crm

SurveyGizmo Dashboard | SurveyGizmo Logo

SurveyGizmo

survey

SurveyMonkey Dashboard | SurveyMonkey Logo

SurveyMonkey

survey

Swrve

marketing mobile_analytics web_analytics

Sybase Dashboard | Sybase logo

Sybase

data_store

Taleo Dashboard | Taleo logo

Taleo

human_resources

Todoist

project_management

Toggl Dashboard | Toggl Logo

Toggl

project_management

Trello Dashboard | Trello Logo

Trello

project_management

TrendSpottr Dashboard | TrendSpottr Logo

TrendSpottr

marketing

Twilio Dashboard | Twilio Logo

Twilio

it mobile_analytics misc

Unbounce

marketing web_analytics

UpContent Dashboard | UpContent Logo

UpContent

marketing

Versature

support

Vimeo Dashboard | Vimeo Logo

Vimeo

marketing

Klipfolio Weather Dashboard | Klipfolio Weather logo

Klipfolio Weather

misc

Webtrends

marketing web_analytics

Wistia Dashboard | Wistia Logo

Wistia

marketing

WooCommerce Dashboard | WooCommerce logo

WooCommerce

ecommerce

Wordpress Dashboard | Wordpress Analytics logo

Wordpress

marketing

Xero Dashboard | Xero Logo

Xero

finance

XMLA Dashboard | XMLA logo

XMLA

data_store

Zapier Dashboard | Zapier logo

Zapier

misc

Zendesk Dashboard | Zendesk logo

Zendesk

support

Zoho Dashboard | Zoho Logo

Zoho

sales_and_crm

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