Our Xero dashboard is designed for accounting professionals and finance teams, surfacing essential metrics from Xero.
We connect directly to your Xero account to pull live financial data into your dashboard. Our team also integrates with 130+ data sources — including spreadsheets, databases, CRMs and marketing platforms — to give you a complete picture of your business.
Book a ConsultationOur team connects your Xero account and delivers a live dashboard that gives your finance team instant visibility into the metrics that matter. Here's what you'll be able to monitor:
We surface exactly how much you're generating from the sale of products and services within any given period. Your dashboard monitors cash flow streams and highlights key periods of growth or decline — making it straightforward to identify when corrective action is needed and respond quickly.
We pull through operating and non-operating expenses so your team can see at a glance whether spend is aligned with revenue. This visibility enables accurate forecasting — particularly during lower-income months — and helps you stay ahead of potential budget overruns.
We build out a suite of profitability metrics — including net profit margin, gross profit margin, ROI and current assets to liabilities — displayed visually on a single screen. Your team can use this data to identify growth opportunities and track progress against strategic targets.
We track and visualise your most important P&L KPIs — total income, expenses, cost of goods sold and more — in real time. This gives your leadership team the insight they need to assess business health and determine whether a change in sales or operational strategy is required.
We make it easy to assess your financial position at any point in time. Your dashboard keeps tabs on net assets, amounts owed to you by debtors, and amounts owed to creditors — so your team can follow up on due payments proactively and avoid unnecessary interest charges.
Whether you run a growing SME or manage accounts for a portfolio of clients, we build your Xero dashboard around the numbers that matter to you — not a generic template.
COGS is running 18% above target, compressing gross margin to 60.2%. Net Profit Margin of 28.4% remains healthy — the fix is supplier renegotiation in Q3.
We embed a custom-built OpenAI chatbot directly into your Xero dashboard. Your team can ask questions in plain English, uncover trends, and turn live financial data into clear business decisions — no spreadsheets, no guesswork.
Beyond this standard template, our Xero integration gives us access to a rich range of additional financial data. We can configure your dashboard to include any combination of the following:
There are many different metrics and metric combinations we can unlock through this integration. Our specialists work with your team to understand which financial KPIs matter most to your business, then build and configure a dashboard that consolidates those metrics into a single, easy-to-read view.
Whether you need a high-level executive overview or a detailed operational report for your finance team, we tailor the layout, data sources and visualisation types to suit exactly what you need.
See a selection of Xero-powered dashboards from our portfolio of 200+ pre-built templates.
Provides a clear view of cash flow, bank accounts, sales and expenses — keeping your team informed on liquidity at all times.
A detailed view of income, expenses and gross profit trends — giving leadership the insight needed to guide financial strategy.
Surfaces assets, liabilities and equity trends in real time — so your finance team always has an up-to-date view of financial position.
Tracks net cash flow, bank balances, inflows and outflows — giving you a complete picture of cash movement across your business.
Every business measures success differently. That's why we don't stop at a standard template — our specialists work closely with your team to tailor the layout, add the metrics that matter to you, connect additional data sources, and configure views that align with how your business operates.
Let Beaconsfield Business Solutions build a custom KPI dashboard that gives your team the visibility they need to drive growth, manage risk and make confident decisions.