Xero Dashboards for Clear Financial Visibility


Seamlessly connect your Xero data to Tableau for instant insights. Our ready-to-use dashboards provide a comprehensive view of your financial health, enabling informed decision-making.

How Data Analytics & BI can be used to communicate patterns in data.
Plug and Play
Expense Trends
Cash Flow
Top Customers
Spending Insights
Views
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Revenue Growth

Track monthly and year-to-date revenue trends. Understand seasonal patterns, monitor new sales, and compare performance across locations or product categories.

Revenue Dashboard

Gross Profit & Net Profit

Visualize profitability at a glance. See how revenue, cost of goods sold, and expenses contribute to your bottom line across time periods.

Profit Metrics

Cash Flow Overview

Understand how money moves in and out of your business. Monitor inflows and outflows across operating, investing, and financing activities with dynamic cash flow dashboards.

Cash Flow

Accounts Receivable & Payable

Track outstanding invoices and upcoming bills. Gain visibility into who owes you money and who you need to pay—sorted by aging, value, and due dates.

AR and AP

Payroll & Staffing Costs

Analyze payroll costs by department or location. Monitor changes in headcount, salary trends, and their impact on profitability.

Payroll Dashboard

Operating Expenses

Drill down into operational spending. Categorize and visualize expenses to identify cost-saving opportunities and improve efficiency.

Operating Expenses

Flexible Pricing Plans