Understanding the dashboard
The WFM + Xero Revenue Dashboard provides a comprehensive analysis of income generation by tracking revenue from total client sales, enabling users to evaluate the financial health of their business. It offers insights into patterns and trends in client spending, which can highlight opportunities for enhancing profitability.
Why is it important?
The Revenue dashboard provides you with the following relevant information:
The dashboard offers a clear view of revenue from client sales, aiding in the evaluation of the business's financial health.
It reveals spending patterns and trends to identify opportunities for improving profitability.
By tracking revenue trends over time, the dashboard helps forecast sustainable growth and supports strategic decision-making.
Explore the WFM + Xero Revenue Dashboard by clicking through the interactive demo below!
Interactive demo
Dashboard FAQs
What information does the WFM + Xero Revenue dashboard provide?
The dashboard displays total revenue for the last 12 months, alongside comparisons to the previous year, the current financial year, the current quarter, and the current month. It also tracks revenue trends over time and lists all revenue sources, identifying top contributors to give insights into what drives your business’s profitability.
How should I interpret the revenue trends on the dashboard?
Revenue trends can be viewed in two ways: by period (monthly, quarterly, yearly) or cumulatively (total revenue over time). Look for an upward trend to indicate growth. Compare current period revenue with previous periods; if the current period shows higher revenue, it means your business is growing and increasing sales. This helps you track performance and make informed decisions based on sales data.