Xero Dashboard Template

The Cash Received metric in Xero indicates the total amount of cash that a business has received within a specific period, such as a month or a quarter. It includes all cash payments from sales, accounts receivable, and other sources, providing an accurate measure of a company's cash flow.

The Cash Received by Bank Account metric tracks the total amount of cash received by a specific bank account over a given period of time. It includes all payments, deposits, and other sources of revenue that have been credited to the account.

Cash Spent is a financial metric that tracks the total amount of cash a company has spent over a given period of time. It helps businesses assess their expenses and manage their cash flow effectively.

Cash Surplus (Deficit) is a financial metric that measures whether a business has more cash inflows than outflows (surplus) or more outflows than inflows (deficit) in a given period.

Closing balance is the amount remaining in a Xero account at the end of a period and is calculated by subtracting total expenses and withdrawals from total deposits and income.

The Closing Balance by Bank Account metric in Xero shows the total balance remaining in each of your linked bank accounts as of the end of the selected accounting period.

The Creditors metric in Xero tracks the amount of money a business owes to its suppliers or vendors for goods or services received but not yet paid. It helps monitor the company's financial liability and cash flow management.

The Debtors metric in Xero measures the total amount of money owed to a company by its customers, indicating the level of outstanding debts and the company's ability to collect payment.

The Expenses metric in Xero tracks the money spent by a business on various costs such as office supplies, rent, utilities, and employee salaries. It helps in analyzing the company's financial health by providing insights into where the money is being spent and how it can be optimized.

Gross Profit is a financial metric that shows the profit earned by a business after deducting the cost of goods sold from its revenue. It represents the amount of money left after accounting for the direct expenses associated with producing and selling a particular product or service.

Gross Profit Margin is a financial metric that measures how much profit a company makes after deducting the cost of goods sold from its revenue.

The Income metric reflects the total revenue generated by a business during a specific period, including sales, services, and other sources of income.

Net Assets is the total value of an organization's assets minus its liabilities. It reflects the overall financial health of the business and is used to determine the company's ability to pay off long-term debt and generate future profits.

Net Profit Margin is a financial metric that represents the percentage of profits earned from revenue after all expenses, including taxes and interest, are subtracted.

Other Income is a revenue source recorded in Xero that is not derived from a business's primary activity or core operations. It includes proceeds from one-time events, investments, or sale of assets.

Profit (Loss) measures the financial success or failure of a business by calculating the difference between revenue and expenses. It shows the amount of money a business has earned or lost during a specific period, usually a year.

Return on Investment (ROI) is a financial metric used to evaluate the profitability of an investment. It measures the gain or loss of an investment relative to the initial cost, expressed as a percentage per year (p.a.).