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'Reports - Comparison graph for sales' has been merged into this idea

For small businesses: Business features

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Dashboard - Create and customise graphs/reports on the dashboard

Ability to give users options to customise various graphic reports on the dashboard.

Purpose: Users’ can easily see the graph and business performance from the dashboard.

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AdminXero Team (Admin, Xero) shared this idea  ·   ·  Report…  ·  Admin →
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  • Richard Rosenfeld commented  ·   ·  Report

    It is top of the UNBELIEVABLY STUPID list that Xero does not have this functionality.
    As the CEO, I don't care about the minutia shown on the current dashboard; I care about:
    Financials
    Financials
    And Financials.

  • Gavin Oliver commented  ·   ·  Report

    Would be helpful if you had the ability to change the dashboard graphs to show YTD as well.

  • Blake Bambrook commented  ·   ·  Report

    Once you have created a custom report, it should be available to display on the dashboard. The reports panel has only a very limited number of reports to choose from. For example I have created a custom report that shows the biggest outstanding invoice balances by contact but I can't display this report (Ideal) nor can I even link to this report (workaround) on the dashboard.

  • Penny Stevens commented  ·   ·  Report

    I think this would be a great visual for clients (and me!!)

  • Sam Draper commented  ·   ·  Report

    I completely agree with Debbie Painter,. It would be really useful to adjust the accounts watchlist reports, so we can view YTD if we want to, or view last month, current month, or whether is most suitable to the particular organisation.

  • Rick Fox commented  ·   ·  Report

    We need a way to pin published reports to the dashboard for easy access by users. Perhaps add a "Published Reports" widget on the dashboard and allow an admin/manager to pin published reports to the widget. This will save lots of clicks and confusion from clients trying to find the reports they need.

  • Debbie Painter commented  ·   ·  Report

    I am struggling with the account watchlist. We have sales on there, but we do not close the month for about two weeks. Yet I cannot see 'last month's sales', only YTD and 'this month'. I have used a great product called CMAP (for engineers and architects). It gave the ability to write very simple reports and add to people's dashboards as action prompts.

  • Poppy Beer commented  ·   ·  Report

    I also think it would be useful to be able to have the invoices and bills as monthly or weekly stats too

  • Heath DeGarnham commented  ·   ·  Report

    on the dashboard invoice owed and bills to pay weekly bar graph should be a stacked bar graph so can hover over and see daily value going out or coming in at glance

  • Miles Taylor commented  ·   ·  Report

    I want to edit the dashboard and add more reports

    I want to add the Trial Balance / Balance sheet / Profit & Loss to my dashboard but I can't seem to find how to..

    I see that this is not the 1st time this has been raised as an issue

    Thank you
    Miles Taylor
    UK Chartered Accountant

  • Jodie Pledger commented  ·   ·  Report

    this is very important as allows different companies to create exactly what they need and to be able to assess the functions that are important to them.
    different industries need to keep track of different aspects of the business so they need to specify the dashboard to them, not to a generic that is created by Xero.

  • Tania Cardenas commented  ·   ·  Report

    It would be great if we could make some yearly comparisons on the sales graphs to compare sales from year to year etc.

  • Nadine LeBrun commented  ·   ·  Report

    I'd say the ability to remove (hide) the graphs under each bank accounts info (by user). For advisors, this info is not always needed, and uses a lot of room in the window, especially when you have many bank/card accounts. However for business owners, this info can be critical. So having the ability to hide/view graphs would be appreciated. See attached.

  • Susanne Goodwin commented  ·   ·  Report

    Building on this: I would find it useful to see different business ratios on the Dashboard. Customisable based on available data. I am thinking things like % margins, % of staff costs over sales etc. I currently calculate in Excel using Xero data, but would be great to cut out the manual step to save time and avoid errors.

  • Richard Borwick commented  ·   ·  Report

    I need a graph showing how much I have invoiced on a week-by-week basis. It seems such a simple request, but Xero cannot produce it. All the information is there in the invoices page, but no way to extract the information.

  • Anthony Cook commented  ·   ·  Report

    Building on this request. As a starting point, it would be great to customise the timeline of the graphs on the dashboard. I find the graphs for cashflow useful however the bank account graph is only 30 days, and the cash in/out only a few months. I would like to see all my data on the graph and can scroll along to view trends.

  • Bopo Women commented  ·   ·  Report

    1. extremely easy for Xero to build using existing tabular data and filters
    2. huge value for most performance driven users
    3. a visually appealing addition for Xero to add it its marketing for new user acquisition, especially in the US

    There's the business case :) please build it. If you could start with a graph for invoices on an accrual basis that would be most appreciated.

    Thanks

    Build it!