Understanding the dashboard
The WFM + Xero Overview dashboard is your main hub for accessing all integrated Xero dashboards. It goes beyond just being a landing page by providing a snapshot of key financial metrics. You get quick access to important Profit and Loss Metrics and Financial Management Metrics. This central view helps you easily monitor and evaluate crucial financial indicators and navigate to detailed reports and analyses across various aspects of your financial performance.
Why is it important?
The Xero Overview dashboard provides you with the following relevant information:
This dashboard provides a single point of access to all integrated Xero dashboards, streamlining navigation and ensuring that you can efficiently locate and review various financial reports. This centralization saves time and simplifies the process of managing financial data.
It offers an overview of key Financial KPIs, allowing for a rapid assessment of both Profit and Loss Metrics and Financial Management. This enables timely decision-making by providing a snapshot of essential financial indicators at a glance.
The dashboard includes brief data interpretations showing whether key metrics have increased or decreased compared to the previous year. This feature helps in quickly identifying trends and assessing financial performance, facilitating more informed strategic planning.
Explore the WFM + Xero Overview Report Dashboard by clicking through the interactive demo below!
Interactive demo
Dashboard FAQs
What data does the Xero Overview dashboard provide?
The Xero Overview dashboard shows key financial metrics like total revenue, cost of sales, gross profit, operating expenses, operating profit, net profit, current cash balance, total cashflow, current ratio, total creditors, total debtors, and net working capital. Each metric includes a brief description, year-to-date value, and comparison to the same period last year.
How do I access other financial dashboards?
To access other financial dashboards, use the navigation panel at the top of the Xero Overview Dashboard. Click on the tabs to explore different features and view various dashboards for efficient financial management.