XeroDashboard Template

创建的模板 beplay体育appiosbeplay体育appios
Get a comprehensive overview of your cash flow, bank accounts, sales, income, and expenses in Xero and keep your business books in order.

Uses one-click integrations:

  • XeroXero

如果您不使用Xero,则可以从我们的任何一个中获取数据70+ one-click, native integrationsor from电子表格,,,,数据库other APIs

Get this dashboard for free

What you’ll learn from this Xero Dashboard template:

快速获取有关您的书籍保存和会计KPI的快速更新。连接您的Xero帐户并学习:

  • 我们如何跟踪我们的月收入?Find out how much you’re making from the purchase of your products and/or services within a given month. Monitor your income stream and identify key periods of growth and decline in money coming in and take the required steps to get back on track if your income flow is down.
  • How do we keep track of our monthly expenses?查看您的企业每月花费多少用于运营和非运营费用。跟踪这些数据很重要,因为它可以让您知道您的费用是否高于收入;这样,您就可以在几个月内准确预测您的费用。
  • 我们如何衡量业务的财务业绩?Track and visually monitor your most important financial KPIs/ profitability metrics, such as net profit/loss, gross profit/loss, income, expenses, return on investment, and more. Use this data to map out future growth opportunities for your business.
  • 我如何跟踪特定时期内发生的现金交易?查看一段时间内现金如何在您的业务内部和外部分配。请密切关注您的企业在特定月份内收到和支出多少现金,以及现金盈余和收盘余额。
  • 如何跟踪银行交易?See how cash comes in and goes out of your business’ bank accounts. Get up-to-date information on the state of your finances in regards to bank balance after withdrawals or transfers and deposits to your accounts.
  • How do we keep track of assets and liabilities?在任何给定的时间点评估您的业务财务状况。保留净资产的标签,以及欠您的钱(债务人)和您欠他人(债权人)的钱。基于此数据随访,以避免支付过多的利息费用。

使用我们与Xero的深入集成来提取其他数据

您可以通过我们的Xero集成跟踪和可视化其他哪些广告系列指标?等等:

    • 现金流量和现金余额
    • 应收账款和应付款项
    • 合并净收入
    • 净销售
    • 毛利润率
    • 顶级客户,供应商和产品

    There are many different metrics and metric combinations you can track using this integration. And in Databox, you can quickly visualize your most important financial metrics in various ways to help you create consolidated reports.

    Read more aboutbeplay体育appiosDataBox的Xero集成

Xero Xero该模板中包含的指标
  • Cash Received

    在指定日期范围内收到的现金(银行摘要报告)。该指标不可用。相反,该度量标准的总电流值将累积可视化。

  • 银行帐户收到的现金

    在指定日期范围内收到的现金按银行帐户分配(银行摘要报告)。该指标不可用。相反,该度量标准的总电流值将累积可视化。

  • 花费的现金

    花费的现金during the specified Date Range (Bank Summary Report). Daily totals are not available for this metric. Instead, the total current value of this metric will be visualized cumulatively.

  • 现金盈余(赤字)

    在指定日期范围内的现金盈余(赤字)(执行摘要报告)。该指标不可用。相反,该度量标准的总电流值将累积可视化。

  • Closing Balance

    在指定日期范围内的关闭余额(银行摘要报告)。该指标不可用。相反,该度量标准的总电流值将累积可视化。

  • 按银行帐户的结算余额

    在指定的日期范围内按银行帐户分配的关闭余额(银行摘要报告)。该指标不可用。相反,该度量标准的总电流值将累积可视化。

  • 债权人

    Total number of Creditors during the specified Date Range (Executive Summary Report). Daily totals are not available for this metric. Instead, the total current value of this metric will be visualized cumulatively.

  • 债务人

    Total number of Debtors during the specified Date Range (Executive Summary Report). Daily totals are not available for this metric. Instead, the total current value of this metric will be visualized cumulatively.

  • Expenses

    指定日期范围内的费用(执行摘要报告)。该指标不可用。相反,该度量标准的总电流值将累积可视化。

  • Gross Profit

    Gross Profit during the specified Date Range (Profit & Loss Report). Daily totals are not available for this metric. Instead, the total current value of this metric will be visualized cumulatively.

  • Gross Profit Margin

    Gross Profit Margin during the specified Date Range (Executive Summary Report). Daily totals are not available for this metric. Instead, the total current value of this metric will be visualized cumulatively.

  • Income

    指定日期范围内的收入(执行摘要报告)。该指标不可用。相反,该度量标准的总电流值将累积可视化。

  • 净资产

    指定日期范围内的净资产(资产负债表报告)。该指标不可用。相反,该度量标准的总电流值将累积可视化。

  • 净利润率

    净利润率during the specified Date Range (Executive Summary Report). Daily totals are not available for this metric. Instead, the total current value of this metric will be visualized cumulatively.

  • 其他收入

    其他收入during the specified Date Range (Executive Summary Report). Daily totals are not available for this metric. Instead, the total current value of this metric will be visualized cumulatively.

  • Profit (Loss)

    Profit (Loss) during the specified Date Range (Executive Summary Report). Daily totals are not available for this metric. Instead, the total current value of this metric will be visualized cumulatively.

  • 投资回报(P.A.)

    投资回报(P.A.)在指定的日期范围内(执行摘要报告)。该指标不可用。相反,该度量标准的总电流值将累积可视化。

Customize dashboard
探索所有beplay体育appiosDatabox的功能

使用DataBox自定义此仪表板beplay体育appios

有时,您需要深入研究表演。当您需要自定义此模板(或任何其他仪表板)以包含不同的指标,添加来自不同来源的指标等,则可以使用DataBox的仪表板设计器来做到这一点。beplay体育appios

The Designer allows you to容易拖放指标以及从任何数据源直接进入仪表板的可视化。

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