Dashboard - Cash flow forecast
Ability to show cash flow forecast on the dashboard.
Purpose: Users can easily get the snapshot on how their cash flow projection is doing for their business.
AdminXero Team
(Admin, Xero)
shared this idea
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Declan Browne
commented
For clients it would be good to have a widget on the main dashboard showing each bank with its balance as of today with combined total balance underneath. perhaps with a forecast column beside the balances for the short term based on history. It would be a very small widget but give instant actual cash position.
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Anna Anderson
commented
Currently we have tasks scheduled 18 months ahead. We also created a quote with the prices and they are linked to the job tasks when we generate the job. We should be able to get a cashflow forecast based on the scheduled task and the price quoted. The price can be calculated or fixed. the individual prices need to be forecasted by the item in the quote with the price. rather than by the total quote.
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Dan Pearce
commented
It would be helpful to show this by currency as well
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James Shepherd
commented
Have a Pie Chart on Dashboard showing income and expenditure for the month.